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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.
Patria Private Equity Trust's 3-Year RORE % for the quarter that ended in Mar. 2026 was 59.93%.
CHIX:PPETl's 3-Year RORE % is ranked better than 72.66% of 1536
companies
in the Asset Management industry
Industry Median: 12.015
vs CHIX:PPETl: 59.93
Patria Private Equity Trust (CHIX:PPETl) 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.
Patria Private Equity Trust 3-Year RORE % Related Terms
Patria Private Equity Trust 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:PPETL vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Patria Private Equity 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.
Patria Private Equity Trust 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Patria Private Equity Trust's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Patria Private Equity 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.
Patria Private Equity Trust (CHIX:PPETL) has a 3-Year RORE % of 59.93 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 Patria Private Equity Trust and its competitors. According to the industry distribution chart, Patria Private Equity Trust ranks #420 out of 1536 companies in the Asset Management industry, placing it in the top 27.3%.
Is Patria Private Equity Trust's 3-Year RORE % too high?
Patria Private Equity Trust's current 3-Year RORE % is 59.93. The Asset Management industry median 3-Year RORE % is 12.02. Patria Private Equity Trust's value of 59.93 is 398.8% above this industry median. Based on the distribution chart, Patria Private Equity Trust ranks #420 out of 1536 companies in the Asset Management industry, which is above the industry midpoint. Overall, Patria Private Equity Trust has a GF Score™ of 54/100, reflecting its overall financial health beyond just this single metric.
How does Patria Private Equity Trust's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Patria Private Equity Trust ranks #420 out of 1536 companies for 3-Year RORE %. This puts Patria Private Equity Trust in the upper half of its industry. The industry median 3-Year RORE % is 12.02. Patria Private Equity Trust's value of 59.93 is 398.8% 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 1,536 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. Patria Private Equity Trust's current 3-Year RORE % of 59.93 is 398.8% 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 Patria Private Equity Trust 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. Patria Private Equity Trust's current 3-Year RORE % is 59.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Private Equity Trust stock overvalued right now?
Patria Private Equity Trust (CHIX:PPETL) has a current 3-Year RORE % of 59.93. The stock's GF Value™ is £10.15, compared to a current price of £5.43 — trading 46.6% below its estimated fair value. The current 3-Year RORE % is 59.93 and 398.8% above the Asset Management industry median of 12.02. Patria Private Equity Trust's overall GF Score™ is 54/100 with 7 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 Patria Private Equity Trust (CHIX:PPETL), the current 3-Year RORE % is 59.93 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 Patria Private Equity Trust (CHIX:PPETL) Overvalued in 2026?
Based on GuruFocus' analysis, Patria Private Equity Trust stock appears to be undervalued.
The current stock price of £5.43 is trading 46.6% below its estimated GF Value™ of £10.15.
Key valuation signals for CHIX:PPETL:
3-Year RORE %: 59.93
GF Value™: £10.15 vs. price of £5.43 (46.6% below fair value)
Industry Position: 398.8% above the Asset Management median (#420 of 1536)
No single metric tells the full story. See the CHIX:PPETL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Patria Private Equity Trust PLC is a UK-based investment trust company. The company's provides investors with exposure to private equity funds and private companies, mainly in Europe. Its investment objective is long-term total returns through holding a diversified portfolio of private equity funds and direct investments into private companies alongside private equity managers, a majority of which will have a European mid-market focus.
54GF Score
Get the complete analysis for CHIX:PPETL
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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