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.
Brunner Investment Trust (The)'s 3-Year RORE % for the quarter that ended in Nov. 2025 was 8.83%.
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.
Brunner Investment Trust (The) 3-Year RORE % Related Terms
Brunner Investment Trust (The) 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.
CHIX:BUTL vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Brunner Investment Trust (The)'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.
Brunner Investment Trust (The) 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Brunner Investment Trust (The)'s 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Brunner Investment Trust (The)'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 Nov. 2025 and 3-year before.
Brunner Investment Trust (The) (CHIX:BUTL) has a 3-Year RORE % of 8.83 as of Nov. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Brunner Investment Trust (The) and its competitors. According to the industry distribution chart, Brunner Investment Trust (The) ranks #811 out of 1536 companies in the Asset Management industry, placing it in the top 52.8%.
Is Brunner Investment Trust (The)'s 3-Year RORE % too high?
Brunner Investment Trust (The)'s current 3-Year RORE % is 8.83. The Asset Management industry median 3-Year RORE % is 12.53. Brunner Investment Trust (The)'s value of 8.83 is 29.5% below this industry median. Based on the distribution chart, Brunner Investment Trust (The) ranks #811 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, Brunner Investment Trust (The) has a GF Score™ of 69/100, reflecting its overall financial health beyond just this single metric.
How does Brunner Investment Trust (The)'s 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Brunner Investment Trust (The) ranks #811 out of 1536 companies for 3-Year RORE %. This places Brunner Investment Trust (The) in the lower half of its industry. The industry median 3-Year RORE % is 12.53. Brunner Investment Trust (The)'s value of 8.83 is 29.5% 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. Brunner Investment Trust (The)'s current 3-Year RORE % of 8.83 is 29.5% 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 Brunner Investment Trust (The) 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. Brunner Investment Trust (The)'s current 3-Year RORE % is 8.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Brunner Investment Trust (The) stock overvalued right now?
Brunner Investment Trust (The) (CHIX:BUTL) has a current 3-Year RORE % of 8.83. The stock's GF Value™ is £23.59, compared to a current price of £14.50 — trading 38.5% below its estimated fair value. The current 3-Year RORE % is 8.83 and 29.5% below the Asset Management industry median of 12.53. Brunner Investment Trust (The)'s overall GF Score™ is 69/100 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 Brunner Investment Trust (The) (CHIX:BUTL), the current 3-Year RORE % is 8.83 as of Nov. 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 Brunner Investment Trust (The) (CHIX:BUTL) Overvalued in 2026?
Based on GuruFocus' analysis, Brunner Investment Trust (The) stock appears to be undervalued.
The current stock price of £14.50 is trading 38.5% below its estimated GF Value™ of £23.59.
Key valuation signals for CHIX:BUTL:
3-Year RORE %: 8.83
GF Value™: £23.59 vs. price of £14.50 (38.5% below fair value)
Industry Position: 29.5% below the Asset Management median (#811 of 1536)
No single metric tells the full story. See the CHIX:BUTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Brunner Investment Trust (The) Business Description
Brunner Investment Trust (The) PLC is a United Kingdom-based investment trust. It aims to provide growth in capital value and dividends over the long term by investing in UK securities and international securities. The benchmark against which performance is measured is 70% FTSE World ex-UK Index and 30% FTSE All-Share Index. Its portfolio consists of securities from Industrials, Financials, Communication Services, Utilities, Health Care, Energy, and other industries.
69GF Score
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