Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
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.
JPMorgan European Growth &ome's 3-Year RORE % for the quarter that ended in Mar. 2026 was 20.40%.
CHIX:JEGIl's 3-Year RORE % is ranked better than 54.96% of 1532
companies
in the Asset Management industry
Industry Median: 12.18
vs CHIX:JEGIl: 20.40
JPMorgan European Growth &ome (CHIX:JEGIl) 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.
JPMorgan European Growth &ome 3-Year RORE % Related Terms
JPMorgan European Growth &ome 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:JEGIL vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, JPMorgan European Growth &ome'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.
JPMorgan European Growth &ome 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan European Growth &ome's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where JPMorgan European Growth &ome'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.
JPMorgan European Growth &ome (CHIX:JEGIL) has a 3-Year RORE % of 20.40 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 JPMorgan European Growth &ome and its competitors. According to the industry distribution chart, JPMorgan European Growth &ome ranks #690 out of 1532 companies in the Asset Management industry, placing it in the top 45%.
Is JPMorgan European Growth &ome's 3-Year RORE % too high?
JPMorgan European Growth &ome's current 3-Year RORE % is 20.40. The Asset Management industry median 3-Year RORE % is 12.18. JPMorgan European Growth &ome's value of 20.40 is 67.5% above this industry median. Based on the distribution chart, JPMorgan European Growth &ome ranks #690 out of 1532 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan European Growth &ome has a GF Score™ of 64/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan European Growth &ome's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan European Growth &ome ranks #690 out of 1532 companies for 3-Year RORE %. This puts JPMorgan European Growth &ome in the upper half of its industry. The industry median 3-Year RORE % is 12.18. JPMorgan European Growth &ome's value of 20.40 is 67.5% 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 12.18, 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. JPMorgan European Growth &ome's current 3-Year RORE % of 20.40 is 67.5% 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 JPMorgan European Growth &ome 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. JPMorgan European Growth &ome's current 3-Year RORE % is 20.40. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan European Growth &ome stock overvalued right now?
JPMorgan European Growth &ome (CHIX:JEGIL) has a current 3-Year RORE % of 20.40. The stock's GF Value™ is £1.06, compared to a current price of £0.97 — trading 8.7% below its estimated fair value. The current 3-Year RORE % is 20.40 and 67.5% above the Asset Management industry median of 12.18. JPMorgan European Growth &ome's overall GF Score™ is 64/100 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 JPMorgan European Growth &ome (CHIX:JEGIL), the current 3-Year RORE % is 20.40 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 JPMorgan European Growth &ome (CHIX:JEGIL) Overvalued in 2026?
Based on GuruFocus' analysis, JPMorgan European Growth &ome stock appears to be undervalued.
The current stock price of £0.97 is trading 8.7% below its estimated GF Value™ of £1.06.
Key valuation signals for CHIX:JEGIL:
3-Year RORE %: 20.40
GF Value™: £1.06 vs. price of £0.97 (8.7% below fair value)
Industry Position: 67.5% above the Asset Management median (#690 of 1532)
No single metric tells the full story. See the CHIX:JEGIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
JPMorgan European Growth &ome Business Description
JPMorgan European Growth & Income PLC is a trust that invests in a region of well governed companies which is managed by experienced fund managers with a successful European stock picking track record aiming to outperform in different economic, market and style environments. Its investment objective is that it aims o provide capital growth and a rising share price over the longer term from Continental European investments by taking carefully controlled risks through an investment method that is clearly communicated to shareholders. Currency exposure is predominantly hedged back towards the benchmark.
64GF Score
Get the complete analysis for CHIX:JEGIL
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
CHIX:JEGIL has been successfully added to your 
