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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.
IntegraFin Holdings's 3-Year RORE % for the quarter that ended in Mar. 2026 was 18.08%.
The industry rank for IntegraFin Holdings's 3-Year RORE % or its related term are showing as below:
CHIX:IHPl's 3-Year RORE % is ranked better than 53.3% of 1531
companies
in the Asset Management industry
Industry Median: 12.02
vs CHIX:IHPl: 18.08
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.
IntegraFin Holdings 3-Year RORE % Related Terms
IntegraFin Holdings 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for IntegraFin Holdings'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:IHPL vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, IntegraFin Holdings'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.
IntegraFin Holdings 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, IntegraFin Holdings's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where IntegraFin Holdings'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.
IntegraFin Holdings (CHIX:IHPL) has a 3-Year RORE % of 18.08 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 IntegraFin Holdings and its competitors. According to the industry distribution chart, IntegraFin Holdings ranks #715 out of 1531 companies in the Asset Management industry, placing it in the top 46.7%.
Is IntegraFin Holdings' 3-Year RORE % too high?
IntegraFin Holdings' current 3-Year RORE % is 18.08. The Asset Management industry median 3-Year RORE % is 12.02. IntegraFin Holdings' value of 18.08 is 50.4% above this industry median. Based on the distribution chart, IntegraFin Holdings ranks #715 out of 1531 companies in the Asset Management industry, which is above the industry midpoint. Overall, IntegraFin Holdings has a GF Score™ of 90/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does IntegraFin Holdings' 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, IntegraFin Holdings ranks #715 out of 1531 companies for 3-Year RORE %. This puts IntegraFin Holdings in the upper half of its industry. The industry median 3-Year RORE % is 12.02. IntegraFin Holdings' value of 18.08 is 50.4% 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 12.02, based on 1,531 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. IntegraFin Holdings's current 3-Year RORE % of 18.08 is 50.4% 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 IntegraFin Holdings and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IntegraFin Holdings's current 3-Year RORE % is 18.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IntegraFin Holdings stock overvalued right now?
Based on GuruFocus' analysis, IntegraFin Holdings (CHIX:IHPL) is currently considered Fairly Valued. The stock's GF Value™ is £3.73, compared to a current price of £3.73 — trading right at its estimated fair value. The current 3-Year RORE % is 18.08 and 50.4% above the Asset Management industry median of 12.02. IntegraFin Holdings' overall GF Score™ is 90/100 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 IntegraFin Holdings (CHIX:IHPL), the current 3-Year RORE % is 18.08 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 IntegraFin Holdings (CHIX:IHPL) Overvalued in 2026?
Based on GuruFocus' analysis, IntegraFin Holdings stock appears to be undervalued.
The current stock price of £3.73 is trading 0% below its estimated GF Value™ of £3.73.
GuruFocus considers IntegraFin Holdings to be Fairly Valued.
Key valuation signals for CHIX:IHPL:
3-Year RORE %: 18.08
GF Value™: £3.73 vs. price of £3.73 (0% below fair value)
Industry Position: 50.4% above the Asset Management median (#715 of 1531)
No single metric tells the full story. See the CHIX:IHPL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
IntegraFin Holdings PLC is a United Kingdom-based holding company providing platform services to clients and financial advisers. Its segments include Investment administration services performed by IFAL, the provider of the Transact wrap service, offering general investment accounts (GIA), acting as a SIPP operator and ISA manager, and serving as custodian for platform assets, which generates the majority of revenue. The Insurance and life assurance business comprises ILUK and ILInt, which provide pension and bond products on the Transact platform, and Adviser back-office technology includes T4A, which provides financial planning technology through the CURO adviser support system. The company derives the majority of its revenue from the United Kingdom.
90GF 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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