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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.
Future Generation Australia's 3-Year RORE % for the quarter that ended in Dec. 2025 was 11.11%.
ASX:FGX's 3-Year RORE % is ranked worse than 51.14% of 1533
companies
in the Asset Management industry
Industry Median: 12.5
vs ASX:FGX: 11.11
Future Generation Australia (ASX:FGX) 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.
Future Generation Australia 3-Year RORE % Related Terms
Future Generation Australia 3-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.
For the Asset Management subindustry, Future Generation Australia'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.
Future Generation Australia 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Future Generation Australia's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Future Generation Australia'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.
Future Generation Australia (ASX:FGX) has a 3-Year RORE % of 11.11 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 Future Generation Australia and its competitors. According to the industry distribution chart, Future Generation Australia ranks #784 out of 1533 companies in the Asset Management industry, placing it in the top 51.1%.
Is Future Generation Australia's 3-Year RORE % too high?
Future Generation Australia's current 3-Year RORE % is 11.11. The Asset Management industry median 3-Year RORE % is 12.50. Future Generation Australia's value of 11.11 is 11.1% below this industry median. Based on the distribution chart, Future Generation Australia ranks #784 out of 1533 companies in the Asset Management industry, which is below the industry midpoint. Overall, Future Generation Australia has a GF Score™ of 60/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Future Generation Australia's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Future Generation Australia ranks #784 out of 1533 companies for 3-Year RORE %. This places Future Generation Australia in the lower half of its industry. The industry median 3-Year RORE % is 12.50. Future Generation Australia's value of 11.11 is 11.1% below this benchmark. 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. Future Generation Australia's current 3-Year RORE % of 11.11 is 11.1% below 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 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 Future Generation Australia 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. Future Generation Australia's current 3-Year RORE % is 11.11. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Future Generation Australia stock overvalued right now?
Based on GuruFocus' analysis, Future Generation Australia (ASX:FGX) is currently considered Fairly Valued. The stock's GF Value™ is A$1.39, compared to a current price of A$1.35 — trading 2.9% below its estimated fair value. The current 3-Year RORE % is 11.11 and 11.1% below the Asset Management industry median of 12.50. Future Generation Australia's overall GF Score™ is 60/100 with 1 warning sign 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 Future Generation Australia (ASX:FGX), the current 3-Year RORE % is 11.11 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 Future Generation Australia (ASX:FGX) Overvalued in 2026?
Based on GuruFocus' analysis, Future Generation Australia stock appears to be undervalued.
The current stock price of A$1.35 is trading 2.9% below its estimated GF Value™ of A$1.39.
GuruFocus considers Future Generation Australia to be Fairly Valued.
Key valuation signals for ASX:FGX:
3-Year RORE %: 11.11
GF Value™: A$1.39 vs. price of A$1.35 (2.9% below fair value)
Industry Position: 11.1% below the Asset Management median (#784 of 1533)
No single metric tells the full story. See the ASX:FGX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Future Generation Australia Ltd is an investment company engaged in investing activities, including cash, term deposits, and investments in underlying funds managed by Australian equity fund managers.
60GF Score
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