Capital Gearing TrustCHIX:CGTL 43 3-Year RORE % is 80.30 as of Mar. 2026. GuruFocus rates CHIX:CGTL with a GF Score™ of 43/100. The stock has 3 warning signs investors should review. Among 1,535 Asset Management companies, Capital Gearing Trust ranks better than 78.31% on this metric.
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.
Capital Gearing Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 was 80.30%.
The industry rank for Capital Gearing Trust's 3-Year RORE % or its related term are showing as below:
CHIX:CGTl's 3-Year RORE % is ranked better than 78.31% of 1535
companies
in the Asset Management industry
Industry Median: 12.5
vs CHIX:CGTl: 80.30
Capital Gearing Trust (CHIX:CGTl) 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.
Capital Gearing Trust 3-Year RORE % Related Terms
Capital Gearing Trust 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Capital Gearing Trust'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.
CHIX:CGTL vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Capital Gearing Trust'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.
Capital Gearing Trust 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Capital Gearing Trust's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Capital Gearing Trust'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 Mar. 2026 and 3-year before.
Capital Gearing Trust (CHIX:CGTL) has a 3-Year RORE % of 80.30 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 Capital Gearing Trust and its competitors. According to the industry distribution chart, Capital Gearing Trust ranks #333 out of 1535 companies in the Asset Management industry, placing it in the top 21.7%.
Is Capital Gearing Trust's 3-Year RORE % too high?
Capital Gearing Trust's current 3-Year RORE % is 80.30. The Asset Management industry median 3-Year RORE % is 12.50. Capital Gearing Trust's value of 80.30 is 542.4% above this industry median. Based on the distribution chart, Capital Gearing Trust ranks #333 out of 1535 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Capital Gearing Trust has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does Capital Gearing Trust's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Capital Gearing Trust ranks #333 out of 1535 companies for 3-Year RORE %. This places Capital Gearing Trust in the top 22% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.50. Capital Gearing Trust's value of 80.30 is 542.4% 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. Capital Gearing Trust's current 3-Year RORE % of 80.30 is 542.4% 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 Capital Gearing Trust 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. Capital Gearing Trust's current 3-Year RORE % is 80.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Gearing Trust stock overvalued right now?
Capital Gearing Trust (CHIX:CGTL) has a current 3-Year RORE % of 80.30. The current 3-Year RORE % is 80.30 and 542.4% above the Asset Management industry median of 12.50. Capital Gearing Trust's overall GF Score™ is 43/100 with 3 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 Capital Gearing Trust (CHIX:CGTL), the current 3-Year RORE % is 80.30 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.
Capital Gearing Trust PLC as an investment trust, is a UK closed-ended public limited company which invests in a diversified portfolio of assets meeting the investment trust tax conditions. Investment trusts, such as the Company, are long-term investment vehicles and are typically externally managed and overseen by experienced independent. The Company's objective is to preserve and, over time, to grow shareholders real wealth. The company has presence in United States, United Kingdom. Sweden, and Japan.
43GF Score
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