CION InvtCION +2.45%34 3-Year RORE % is 111.71 as of Mar. 2026. GuruFocus rates CION with a GF Score™ of 34/100 and a GF Value™ of $1.91 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,533 Asset Management companies, CION Invt ranks better than 85.58% 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.
CION Invt's 3-Year RORE % for the quarter that ended in Mar. 2026 was 111.71%.
The industry rank for CION Invt's 3-Year RORE % or its related term are showing as below:
CION's 3-Year RORE % is ranked better than 85.58% of 1533
companies
in the Asset Management industry
Industry Median: 12.05
vs CION: 111.71
CION Invt (NYSE:CION) 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.
CION Invt 3-Year RORE % Related Terms
CION Invt 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for CION Invt'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.
For the Asset Management subindustry, CION Invt'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.
CION Invt 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, CION Invt's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where CION Invt'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.
CION Invt (CION) has a 3-Year RORE % of 111.71 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 CION Invt and its competitors. According to the industry distribution chart, CION Invt ranks #221 out of 1533 companies in the Asset Management industry, placing it in the top 14.4%.
Is CION Invt's 3-Year RORE % too high?
CION Invt's current 3-Year RORE % is 111.71. The Asset Management industry median 3-Year RORE % is 12.05. CION Invt's value of 111.71 is 827.1% above this industry median. Based on the distribution chart, CION Invt ranks #221 out of 1533 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, CION Invt has a GF Score™ of 34/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does CION Invt's 3-Year RORE % compare to RFI and CFNBD?
According to the Asset Management industry distribution chart, CION Invt ranks #221 out of 1533 companies for 3-Year RORE %. This places CION Invt in the top 14% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.05. CION Invt's value of 111.71 is 827.1% 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 12.05, based on 1,533 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. CION Invt's current 3-Year RORE % of 111.71 is 827.1% 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 CION Invt and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CION Invt's current 3-Year RORE % is 111.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CION Invt stock overvalued right now?
Based on GuruFocus' analysis, CION Invt (CION) is currently considered Significantly Overvalued. The stock's GF Value™ is $1.91, compared to a current price of $6.27 — trading 228.3% above its estimated fair value. The current 3-Year RORE % is 111.71 and 827.1% above the Asset Management industry median of 12.05. CION Invt's overall GF Score™ is 34/100 with 2 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 CION Invt (CION), the current 3-Year RORE % is 111.71 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 CION Invt (CION) Overvalued in 2026?
Based on GuruFocus' analysis, CION Invt stock appears to be overvalued.
The current stock price of $6.27 is trading 228.3% above its estimated GF Value™ of $1.91.
GuruFocus considers CION Invt to be Significantly Overvalued.
Key valuation signals for CION:
3-Year RORE %: 111.71
GF Value™: $1.91 vs. price of $6.27 (228.3% above fair value)
Industry Position: 827.1% above the Asset Management median (#221 of 1533)
No single metric tells the full story. See the CION stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
CION Invt Corp is an externally managed, non-diversified, closed-end management investment company that has elected to be regulated as a business development company. The Companies portfolio is comprised of investments in senior secured debt, including first lien loans, second lien loans, and unitranche loans, and, to a lesser extent, collateralized securities, structured products and other similar securities, unsecured debt, and equity, of private and thinly-traded U.S. middle-market companies. Its investment objective is to generate current income and, to a lesser extent, capital appreciation for investors.
34GF Score
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