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.
WAM Active's 3-Year RORE % for the quarter that ended in Dec. 2025 was 36.27%.
The industry rank for WAM Active's 3-Year RORE % or its related term are showing as below:
ASX:WAA's 3-Year RORE % is ranked better than 62.15% of 1535
companies
in the Asset Management industry
Industry Median: 12.5
vs ASX:WAA: 36.27
WAM Active (ASX:WAA) 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.
WAM Active 3-Year RORE % Related Terms
WAM Active 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for WAM Active'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, WAM Active'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.
WAM Active 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WAM Active's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where WAM Active'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.
WAM Active (ASX:WAA) has a 3-Year RORE % of 36.27 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 WAM Active and its competitors. According to the industry distribution chart, WAM Active ranks #581 out of 1535 companies in the Asset Management industry, placing it in the top 37.9%.
Is WAM Active's 3-Year RORE % too high?
WAM Active's current 3-Year RORE % is 36.27. The Asset Management industry median 3-Year RORE % is 12.50. WAM Active's value of 36.27 is 190.2% above this industry median. Based on the distribution chart, WAM Active ranks #581 out of 1535 companies in the Asset Management industry, which is above the industry midpoint. Overall, WAM Active has a GF Score™ of 63/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does WAM Active's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, WAM Active ranks #581 out of 1535 companies for 3-Year RORE %. This puts WAM Active in the upper half of its industry. The industry median 3-Year RORE % is 12.50. WAM Active's value of 36.27 is 190.2% 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 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.50, based on 1,535 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. WAM Active's current 3-Year RORE % of 36.27 is 190.2% 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 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 WAM Active 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. WAM Active's current 3-Year RORE % is 36.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WAM Active stock overvalued right now?
Based on GuruFocus' analysis, WAM Active (ASX:WAA) is currently considered Possible Value Trap. The stock's GF Value™ is A$1.74, compared to a current price of A$1.07 — trading 38.5% below its estimated fair value. The current 3-Year RORE % is 36.27 and 190.2% above the Asset Management industry median of 12.50. WAM Active's overall GF Score™ is 63/100 with 5 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 WAM Active (ASX:WAA), the current 3-Year RORE % is 36.27 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 WAM Active (ASX:WAA) Overvalued in 2026?
Based on GuruFocus' analysis, WAM Active stock appears to be undervalued.
The current stock price of A$1.07 is trading 38.5% below its estimated GF Value™ of A$1.74.
GuruFocus considers WAM Active to be Possible Value Trap.
Key valuation signals for ASX:WAA:
3-Year RORE %: 36.27
GF Value™: A$1.74 vs. price of A$1.07 (38.5% below fair value)
Industry Position: 190.2% above the Asset Management median (#581 of 1535)
No single metric tells the full story. See the ASX:WAA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WAM Active Ltd is an asset management company. Its principal activity is making investments in listed companies. Its investment objectives are to deliver investors a regular income stream in the form of fully franked dividends; provide investors with a positive return, after fees, along with low volatility over the majority of periods; and preserve capital in both the short term and long term.
63GF 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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