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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.
BKI Investment Co's 3-Year RORE % for the quarter that ended in Dec. 2025 was -116.67%.
The industry rank for BKI Investment Co's 3-Year RORE % or its related term are showing as below:
ASX:BKI's 3-Year RORE % is ranked worse than 90.54% of 1533
companies
in the Asset Management industry
Industry Median: 12.5
vs ASX:BKI: -116.67
BKI Investment Co (ASX:BKI) 3-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, 3-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.
BKI Investment Co 3-Year RORE % Related Terms
BKI Investment Co 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for BKI Investment Co's 3-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.
For the Asset Management subindustry, BKI Investment Co's 3-Year RORE %, along with its competitors' market caps and 3-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.
BKI Investment Co 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, BKI Investment Co's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where BKI Investment Co's 3-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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 3-year before.
BKI Investment Co (ASX:BKI) has a 3-Year RORE % of -116.67 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on BKI Investment Co and its competitors. According to the industry distribution chart, BKI Investment Co ranks #1388 out of 1533 companies in the Asset Management industry, placing it in the top 90.5%.
Is BKI Investment Co's 3-Year RORE % too high?
BKI Investment Co's current 3-Year RORE % is -116.67. Based on the distribution chart, BKI Investment Co ranks #1388 out of 1533 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, BKI Investment Co has a GF Score™ of 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does BKI Investment Co's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, BKI Investment Co ranks #1388 out of 1533 companies for 3-Year RORE %. This places BKI Investment Co in the lower half of its industry. The industry median 3-Year RORE % is 12.50. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,533 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on BKI Investment Co and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. BKI Investment Co's current 3-Year RORE % is -116.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BKI Investment Co stock overvalued right now?
Based on GuruFocus' analysis, BKI Investment Co (ASX:BKI) is currently considered Modestly Overvalued. The stock's GF Value™ is A$1.52, compared to a current price of A$1.84 — trading 20.7% above its estimated fair value. The current 3-Year RORE % is -116.67. BKI Investment Co's overall GF Score™ is 65/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For BKI Investment Co (ASX:BKI), the current 3-Year RORE % is -116.67 as of Dec. 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.
Is BKI Investment Co (ASX:BKI) Overvalued in 2026?
Based on GuruFocus' analysis, BKI Investment Co stock appears to be overvalued.
The current stock price of A$1.84 is trading 20.7% above its estimated GF Value™ of A$1.52.
GuruFocus considers BKI Investment Co to be Modestly Overvalued.
Key valuation signals for ASX:BKI:
3-Year RORE %: -116.67
GF Value™: A$1.52 vs. price of A$1.84 (20.7% above fair value)
No single metric tells the full story. See the ASX:BKI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
BKI Investment Co Ltd invests in a diversified portfolio of Australian shares, trusts, and interest-bearing securities. Its investments are focused on research driven, active equities management, investing for the long term, in profitable companies, with a history of paying attractive dividend yields. The objective of the company is to generate an increasing income stream for distribution to shareholders in the form of fully franked dividends to the extent of available imputation tax credits, through long-term investment in a portfolio of assets that are also able to deliver long-term capital growth to shareholders.
65GF Score
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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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