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.
WT Financial Group's 3-Year RORE % for the quarter that ended in Dec. 2025 was 3.85%.
The industry rank for WT Financial Group's 3-Year RORE % or its related term are showing as below:
ASX:WTL's 3-Year RORE % is ranked worse than 56.64% of 1536
companies
in the Asset Management industry
Industry Median: 12.53
vs ASX:WTL: 3.85
WT Financial Group (ASX:WTL) 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.
WT Financial Group 3-Year RORE % Related Terms
WT Financial Group 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for WT Financial Group'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, WT Financial Group'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.
WT Financial Group 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, WT Financial Group's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where WT Financial Group'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.
WT Financial Group (ASX:WTL) has a 3-Year RORE % of 3.85 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 WT Financial Group and its competitors. According to the industry distribution chart, WT Financial Group ranks #870 out of 1536 companies in the Asset Management industry, placing it in the top 56.6%.
Is WT Financial Group's 3-Year RORE % too high?
WT Financial Group's current 3-Year RORE % is 3.85. The Asset Management industry median 3-Year RORE % is 12.53. WT Financial Group's value of 3.85 is 69.3% below this industry median. Based on the distribution chart, WT Financial Group ranks #870 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, WT Financial Group has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WT Financial Group's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, WT Financial Group ranks #870 out of 1536 companies for 3-Year RORE %. This places WT Financial Group in the lower half of its industry. The industry median 3-Year RORE % is 12.53. WT Financial Group's value of 3.85 is 69.3% 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 12.53, based on 1,536 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. WT Financial Group's current 3-Year RORE % of 3.85 is 69.3% 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 WT Financial Group and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WT Financial Group's current 3-Year RORE % is 3.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WT Financial Group stock overvalued right now?
Based on GuruFocus' analysis, WT Financial Group (ASX:WTL) is currently considered Fairly Valued. The stock's GF Value™ is A$0.13, compared to a current price of A$0.14 — trading 7.7% above its estimated fair value. The current 3-Year RORE % is 3.85 and 69.3% below the Asset Management industry median of 12.53. WT Financial Group's overall GF Score™ is 53/100 with 2 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 WT Financial Group (ASX:WTL), the current 3-Year RORE % is 3.85 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 WT Financial Group (ASX:WTL) Overvalued in 2026?
Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued.
The current stock price of A$0.14 is trading 7.7% above its estimated GF Value™ of A$0.13.
GuruFocus considers WT Financial Group to be Fairly Valued.
Key valuation signals for ASX:WTL:
3-Year RORE %: 3.85
GF Value™: A$0.13 vs. price of A$0.14 (7.7% above fair value)
Industry Position: 69.3% below the Asset Management median (#870 of 1536)
No single metric tells the full story. See the ASX:WTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
53GF Score
Get the complete analysis for ASX:WTL
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:WTL has been successfully added to your 
