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Octopus AIM VCT 2LSE:OSEC 33 10-Year RORE % is 11.27 as of Nov. 2025. GuruFocus rates LSE:OSEC with a GF Score™ of 33/100. The stock has 1 warning sign investors should review. Among 883 Asset Management companies, Octopus AIM VCT 2 ranks better than 56.51% on this metric.
Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Octopus AIM VCT 2's 10-Year RORE % for the quarter that ended in Nov. 2025 was 11.27%.
The industry rank for Octopus AIM VCT 2's 10-Year RORE % or its related term are showing as below:
LSE:OSEC's 10-Year RORE % is ranked better than 56.51% of 883
companies
in the Asset Management industry
Industry Median: 7.08
vs LSE:OSEC: 11.27
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Octopus AIM VCT 2 10-Year RORE % Related Terms
Octopus AIM VCT 2 10-Year RORE % Historical Data
* Premium members only.
The historical data trend for Octopus AIM VCT 2's 10-Year RORE % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
LSE:OSEC vs BLK, BX, KKR: 10-Year RORE % Comparison
For the Asset Management subindustry, Octopus AIM VCT 2's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Octopus AIM VCT 2 10-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Octopus AIM VCT 2's 10-Year RORE % distribution charts can be found below:
* The bar in red indicates where Octopus AIM VCT 2's 10-Year RORE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Nov. 2025 and 10-year before.
Octopus AIM VCT 2 (LSE:OSEC) has a 10-Year RORE % of 11.27 as of Nov. 2025. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Octopus AIM VCT 2 and its competitors. According to the industry distribution chart, Octopus AIM VCT 2 ranks #384 out of 883 companies in the Asset Management industry, placing it in the top 43.5%.
Is Octopus AIM VCT 2's 10-Year RORE % too high?
Octopus AIM VCT 2's current 10-Year RORE % is 11.27. The Asset Management industry median 10-Year RORE % is 7.08. Octopus AIM VCT 2's value of 11.27 is 59.2% above this industry median. Based on the distribution chart, Octopus AIM VCT 2 ranks #384 out of 883 companies in the Asset Management industry, which is above the industry midpoint. Overall, Octopus AIM VCT 2 has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Octopus AIM VCT 2's 10-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Octopus AIM VCT 2 ranks #384 out of 883 companies for 10-Year RORE %. This puts Octopus AIM VCT 2 in the upper half of its industry. The industry median 10-Year RORE % is 7.08. Octopus AIM VCT 2's value of 11.27 is 59.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for an Asset Management company?
The median 10-Year RORE % among Asset Management companies is 7.08, based on 883 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Octopus AIM VCT 2's current 10-Year RORE % of 11.27 is 59.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Octopus AIM VCT 2 and its competitors. For the Asset Management industry, the median 10-Year RORE % is 7.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Octopus AIM VCT 2's current 10-Year RORE % is 11.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octopus AIM VCT 2 stock overvalued right now?
Octopus AIM VCT 2 (LSE:OSEC) has a current 10-Year RORE % of 11.27. The current 10-Year RORE % is 11.27 and 59.2% above the Asset Management industry median of 7.08. Octopus AIM VCT 2's overall GF Score™ is 33/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For Octopus AIM VCT 2 (LSE:OSEC), the current 10-Year RORE % is 11.27 as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Octopus AIM VCT 2 PLC is a venture capital trust. The company provides shareholders with attractive tax-free dividends and long-term capital growth by investing in a diverse portfolio of predominantly AIM-traded companies. The company invests in sectors, including electronic and electrical, technology hardware, construction and materials, healthcare equipment, media, pharmaceuticals and biotech, travel and leisure, support services, computer and software, fixed-line telecommunications, and others.
33GF Score
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