Investimentos Bemge (BSP:FIGE3) 3-Year RORE % : 10.88% (As of Mar. 2026)

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BSP:FIGE3 Investimentos Bemge SA BSP:FIGE3
56 GF Score
Price R$33.00
GF Value R$13.63
! 4 Warning Signs
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What is Investimentos Bemge 3-Year RORE %?

Investimentos Bemge BSP:FIGE3 56 3-Year RORE % is 10.88 as of Mar. 2026. GuruFocus rates BSP:FIGE3 with a GF Score™ of 56/100 and a GF Value™ of R$13.63. The stock has 4 warning signs investors should review.

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. Investimentos Bemge's 3-Year RORE % for the quarter that ended in Mar. 2026 was 10.88%.

The industry rank for Investimentos Bemge's 3-Year RORE % or its related term are showing as below:

BSP:FIGE3's 3-Year RORE % is not ranked
in the Asset Management industry.
Industry Median: 12.18 vs BSP:FIGE3: 10.88

Investimentos Bemge  (BSP:FIGE3) 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.


Investimentos Bemge 3-Year RORE % Related Terms


Investimentos Bemge 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Investimentos Bemge'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.

Investimentos Bemge 3-Year RORE % Chart

Investimentos Bemge Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -3.66 52.00 20.44 -9.26 5.03

Investimentos Bemge Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -5.49 9.35 9.84 5.03 10.88

BSP:FIGE3 vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, Investimentos Bemge'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.


Investimentos Bemge 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Investimentos Bemge's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Investimentos Bemge's 3-Year RORE % falls into.


BSP:FIGE3
56GF Score
Investimentos Bemge SA BSP:FIGE3
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Investimentos Bemge 3-Year RORE % Calculation

Investimentos Bemge's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 7.98-5.82 )/( 19.98-0.127 )
=2.16/19.853
=10.88 %

* 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 Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 10.88 mean?
Investimentos Bemge (BSP:FIGE3) has a 3-Year RORE % of 10.88 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Investimentos Bemge and its competitors.
Is Investimentos Bemge's 3-Year RORE % too high?
Investimentos Bemge's current 3-Year RORE % is 10.88. The Asset Management industry median 3-Year RORE % is 12.18. Investimentos Bemge's value of 10.88 is 10.7% below this industry median. Overall, Investimentos Bemge has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Investimentos Bemge's 3-Year RORE % compare to BLK and BX?
Investimentos Bemge's 3-Year RORE % of 10.88 can be compared against companies in the Asset Management industry. The industry median 3-Year RORE % is 12.18. Investimentos Bemge's value of 10.88 is 10.7% 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 12.18, based on 1,532 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. Investimentos Bemge's current 3-Year RORE % of 10.88 is 10.7% 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 Investimentos Bemge and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Investimentos Bemge's current 3-Year RORE % is 10.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Investimentos Bemge stock overvalued right now?
Investimentos Bemge (BSP:FIGE3) has a current 3-Year RORE % of 10.88. The stock's GF Value™ is R$13.63, compared to a current price of R$33.00 — trading 142.1% above its estimated fair value. The current 3-Year RORE % is 10.88 and 10.7% below the Asset Management industry median of 12.18. Investimentos Bemge's overall GF Score™ is 56/100 with 4 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 Investimentos Bemge (BSP:FIGE3), the current 3-Year RORE % is 10.88 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 Investimentos Bemge (BSP:FIGE3) Overvalued in 2026?

Based on GuruFocus' analysis, Investimentos Bemge stock appears to be overvalued. The current stock price of R$33.00 is trading 142.1% above its estimated GF Value™ of R$13.63.

Key valuation signals for BSP:FIGE3:

  • 3-Year RORE %: 10.88
  • GF Value™: R$13.63 vs. price of R$33.00 (142.1% above fair value)
  • GF Score™: 56/100 with 4 warning signs
  • Industry Position: 10.7% below the Asset Management median

No single metric tells the full story. See the BSP:FIGE3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Investimentos Bemge Business Description

Address Pca Alfredo Egydio S Aranha 100-torre C/7 An, Cidade, SP, BRA, 4344902
Investimentos Bemge SA provides studies, analyses, and provides consultancy services on the company's operational policies and expansion projects. It also offers fund and investment management services.
56GF Score

Get the complete analysis for BSP:FIGE3

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$33.00
Price
R$13.63
GF Value