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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.
Opal Balance Investments's 10-Year RORE % for the quarter that ended in Mar. 2026 was 15.53%.
The industry rank for Opal Balance Investments's 10-Year RORE % or its related term are showing as below:
XTAE:OPAL's 10-Year RORE % is ranked better than 58.72% of 545
companies
in the Capital Markets industry
Industry Median: 10.5
vs XTAE:OPAL: 15.53
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.
Opal Balance Investments 10-Year RORE % Related Terms
Opal Balance Investments 10-Year RORE % Historical Data
* 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.
XTAE:OPAL vs MS, GS, SCHW: 10-Year RORE % Comparison
For the Capital Markets subindustry, Opal Balance Investments'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.
Opal Balance Investments 10-Year RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Opal Balance Investments's 10-Year RORE % distribution charts can be found below:
* The bar in red indicates where Opal Balance Investments'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 Mar. 2026 and 10-year before.
Opal Balance Investments (XTAE:OPAL) has a 10-Year RORE % of 15.53 as of Mar. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Opal Balance Investments and its competitors. According to the industry distribution chart, Opal Balance Investments ranks #225 out of 545 companies in the Capital Markets industry, placing it in the top 41.3%.
Is Opal Balance Investments' 10-Year RORE % too high?
Opal Balance Investments' current 10-Year RORE % is 15.53. The Capital Markets industry median 10-Year RORE % is 10.50. Opal Balance Investments' value of 15.53 is 47.9% above this industry median. Based on the distribution chart, Opal Balance Investments ranks #225 out of 545 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Opal Balance Investments has a GF Score™ of 86/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Opal Balance Investments' 10-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Opal Balance Investments ranks #225 out of 545 companies for 10-Year RORE %. This puts Opal Balance Investments in the upper half of its industry. The industry median 10-Year RORE % is 10.50. Opal Balance Investments' value of 15.53 is 47.9% 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 Capital Markets company?
The median 10-Year RORE % among Capital Markets companies is 10.50, based on 545 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. Opal Balance Investments's current 10-Year RORE % of 15.53 is 47.9% 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 Opal Balance Investments and its competitors. For the Capital Markets industry, the median 10-Year RORE % is 10.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Opal Balance Investments's current 10-Year RORE % is 15.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Opal Balance Investments stock overvalued right now?
Based on GuruFocus' analysis, Opal Balance Investments (XTAE:OPAL) is currently considered Modestly Overvalued. The stock's GF Value™ is ₪2.62, compared to a current price of ₪3.21 — trading 22.6% above its estimated fair value. The current 10-Year RORE % is 15.53 and 47.9% above the Capital Markets industry median of 10.50. Opal Balance Investments' overall GF Score™ is 86/100 with 3 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 Opal Balance Investments (XTAE:OPAL), the current 10-Year RORE % is 15.53 as of Mar. 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 Opal Balance Investments (XTAE:OPAL) Overvalued in 2026?
Based on GuruFocus' analysis, Opal Balance Investments stock appears to be overvalued.
The current stock price of ₪3.21 is trading 22.6% above its estimated GF Value™ of ₪2.62.
GuruFocus considers Opal Balance Investments to be Modestly Overvalued.
Key valuation signals for XTAE:OPAL:
10-Year RORE %: 15.53
GF Value™: ₪2.62 vs. price of ₪3.21 (22.6% above fair value)
Industry Position: 47.9% above the Capital Markets median (#225 of 545)
No single metric tells the full story. See the XTAE:OPAL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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