Invercap INVERCAP (XSGO:INVERCAP) 10-Year RORE % : 306.86% (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSGO:INVERCAP Invercap SA INVERCAP XSGO:INVERCAP
65 GF Score
Price CLP1,917.50
GF Value CLP1,740.03
Valuation Fairly Valued
! 8 Warning Signs
View Full Analysis

What is Invercap INVERCAP 10-Year RORE %?

Invercap INVERCAP XSGO:INVERCAP 65 10-Year RORE % is 306.86 as of Jun. 2026. GuruFocus rates XSGO:INVERCAP with a GF Score™ of 65/100 and a GF Value™ of CLP1,740.03 (Fairly Valued). The stock has 8 warning signs investors should review. Among 477 Steel companies, Invercap INVERCAP ranks better than 98.11% 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. Invercap INVERCAP's 10-Year RORE % for the quarter that ended in Jun. 2026 was 306.86%.

The industry rank for Invercap INVERCAP's 10-Year RORE % or its related term are showing as below:

XSGO:INVERCAP's 10-Year RORE % is ranked better than
98.11% of 477 companies
in the Steel industry
Industry Median: 4.82 vs XSGO:INVERCAP: 306.86

Invercap INVERCAP  (XSGO:INVERCAP) 10-Year RORE % Explanation

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.


Invercap INVERCAP 10-Year RORE % Related Terms


Invercap INVERCAP 10-Year RORE % Historical Data

* Premium members only.

The historical data trend for Invercap INVERCAP'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.

Invercap INVERCAP 10-Year RORE % Chart

Invercap INVERCAP Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 79.38 9.13 -2.77 -292.91 -547.06

Invercap INVERCAP Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
10-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -236.02 -501.32 -547.06 -6,388.59 306.86

XSGO:INVERCAP vs NUE, STLD, RS: 10-Year RORE % Comparison

For the Steel subindustry, Invercap INVERCAP'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.


Invercap INVERCAP 10-Year RORE % vs Steel Industry

For the Steel industry and Basic Materials sector, Invercap INVERCAP's 10-Year RORE % distribution charts can be found below:

* The bar in red indicates where Invercap INVERCAP's 10-Year RORE % falls into.


XSGO:INVERCAP
65GF Score
Invercap SA INVERCAP XSGO:INVERCAP
10-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invercap INVERCAP 10-Year RORE % Calculation

Invercap INVERCAP's 10-Year RORE % for the quarter that ended in Jun. 2026 is calculated as:

10-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 10-year -Cumulative Dividends per Share for 10-year )
=( -269.045-146.418 )/( 2599.521-914.78 )
=-415.462/1684.741
=-24.66 %

* 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 Jun. 2026 and 10-year before.

Frequently Asked Questions Learn more about 10-Year RORE % →
What does a 10-Year RORE % of 306.86 mean?
Invercap INVERCAP (XSGO:INVERCAP) has a 10-Year RORE % of 306.86 as of Jun. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Invercap INVERCAP and its competitors. According to the industry distribution chart, Invercap INVERCAP ranks #9 out of 477 companies in the Steel industry, placing it in the top 1.9%.
Is Invercap INVERCAP's 10-Year RORE % too high?
Invercap INVERCAP's current 10-Year RORE % is 306.86. The Steel industry median 10-Year RORE % is 4.82. Invercap INVERCAP's value of 306.86 is 6266.4% above this industry median. Based on the distribution chart, Invercap INVERCAP ranks #9 out of 477 companies in the Steel industry, which is in the top quartile — a strong position relative to peers. Overall, Invercap INVERCAP has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Invercap INVERCAP's 10-Year RORE % compare to NUE and STLD?
According to the Steel industry distribution chart, Invercap INVERCAP ranks #9 out of 477 companies for 10-Year RORE %. This places Invercap INVERCAP in the top 2% of its industry — outperforming the majority of peers. The industry median 10-Year RORE % is 4.82. Invercap INVERCAP's value of 306.86 is 6266.4% 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 a Steel company?
The median 10-Year RORE % among Steel companies is 4.82, based on 477 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. Invercap INVERCAP's current 10-Year RORE % of 306.86 is 6266.4% 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 Invercap INVERCAP and its competitors. For the Steel industry, the median 10-Year RORE % is 4.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Invercap INVERCAP's current 10-Year RORE % is 306.86. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invercap INVERCAP stock overvalued right now?
Based on GuruFocus' analysis, Invercap INVERCAP (XSGO:INVERCAP) is currently considered Fairly Valued. The stock's GF Value™ is CLP1,740.03, compared to a current price of CLP1,917.50 — trading 10.2% above its estimated fair value. The current 10-Year RORE % is 306.86 and 6266.4% above the Steel industry median of 4.82. Invercap INVERCAP's overall GF Score™ is 65/100 with 8 warning signs 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 Invercap INVERCAP (XSGO:INVERCAP), the current 10-Year RORE % is 306.86 as of Jun. 2026. 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.

Is Invercap INVERCAP (XSGO:INVERCAP) Overvalued in 2026?

Based on GuruFocus' analysis, Invercap INVERCAP stock appears to be overvalued. The current stock price of CLP1,917.50 is trading 10.2% above its estimated GF Value™ of CLP1,740.03. GuruFocus considers Invercap INVERCAP to be Fairly Valued.

Key valuation signals for XSGO:INVERCAP:

  • 10-Year RORE %: 306.86
  • GF Value™: CLP1,740.03 vs. price of CLP1,917.50 (10.2% above fair value)
  • GF Score™: 65/100 with 8 warning signs
  • Industry Position: 6266.4% above the Steel median (#9 of 477)

No single metric tells the full story. See the XSGO:INVERCAP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Invercap INVERCAP Business Description

Address Gertrudis Echenique 220, Las Condes, Santiago, CHL
Invercap SA INVERCAP through its subsidiaries engages in the extraction of iron ore and production of steel in Chile and Latin America. Its steel products include steel bars, flat products, structural tubes, pipes, and open profiles. The company also provides shaped steel products for structural use and conduction of steel fluids for safety and construction markets.
65GF Score

Get the complete analysis for XSGO:INVERCAP

10-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CLP1,917.50
Price
CLP1,740.03
GF Value