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.
PEH Wertpapier AG's 3-Year RORE % for the quarter that ended in Dec. 2025 was 51.32%.
The industry rank for PEH Wertpapier AG's 3-Year RORE % or its related term are showing as below:
FRA:PEH's 3-Year RORE % is ranked better than 69.32% of 1532
companies
in the Asset Management industry
Industry Median: 12.18
vs FRA:PEH: 51.32
PEH Wertpapier AG (FRA:PEH) 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.
PEH Wertpapier AG 3-Year RORE % Related Terms
PEH Wertpapier AG 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for PEH Wertpapier AG'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, PEH Wertpapier AG'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.
PEH Wertpapier AG 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PEH Wertpapier AG's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where PEH Wertpapier AG'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 Dec. 2025 and 3-year before.
PEH Wertpapier AG (FRA:PEH) has a 3-Year RORE % of 51.32 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on PEH Wertpapier AG and its competitors. According to the industry distribution chart, PEH Wertpapier AG ranks #470 out of 1532 companies in the Asset Management industry, placing it in the top 30.7%.
Is PEH Wertpapier AG's 3-Year RORE % too high?
PEH Wertpapier AG's current 3-Year RORE % is 51.32. The Asset Management industry median 3-Year RORE % is 12.18. PEH Wertpapier AG's value of 51.32 is 321.3% above this industry median. Based on the distribution chart, PEH Wertpapier AG ranks #470 out of 1532 companies in the Asset Management industry, which is above the industry midpoint. Overall, PEH Wertpapier AG has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PEH Wertpapier AG's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, PEH Wertpapier AG ranks #470 out of 1532 companies for 3-Year RORE %. This puts PEH Wertpapier AG in the upper half of its industry. The industry median 3-Year RORE % is 12.18. PEH Wertpapier AG's value of 51.32 is 321.3% 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. PEH Wertpapier AG's current 3-Year RORE % of 51.32 is 321.3% 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 PEH Wertpapier AG 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. PEH Wertpapier AG's current 3-Year RORE % is 51.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PEH Wertpapier AG stock overvalued right now?
Based on GuruFocus' analysis, PEH Wertpapier AG (FRA:PEH) is currently considered Significantly Undervalued. The stock's GF Value™ is €58.05, compared to a current price of €30.40 — trading 47.6% below its estimated fair value. The current 3-Year RORE % is 51.32 and 321.3% above the Asset Management industry median of 12.18. PEH Wertpapier AG's overall GF Score™ is 77/100 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 PEH Wertpapier AG (FRA:PEH), the current 3-Year RORE % is 51.32 as of Dec. 2025. 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 PEH Wertpapier AG (FRA:PEH) Overvalued in 2026?
Based on GuruFocus' analysis, PEH Wertpapier AG stock appears to be undervalued.
The current stock price of €30.40 is trading 47.6% below its estimated GF Value™ of €58.05.
GuruFocus considers PEH Wertpapier AG to be Significantly Undervalued.
Key valuation signals for FRA:PEH:
3-Year RORE %: 51.32
GF Value™: €58.05 vs. price of €30.40 (47.6% below fair value)
Industry Position: 321.3% above the Asset Management median (#470 of 1532)
No single metric tells the full story. See the FRA:PEH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PEH Wertpapier AG is an independent financial service provider in German-speaking countries. It offers asset management for private clients as well as special products and investment solutions for institutional investors. The various services offered by the company include asset management, wealth planning, general consultation, and foundation management. Additionally, it also operates various investment funds to cater to the demands of long-term investors who want to benefit from the growth opportunities of equity markets. The group is divided into three segments: PEH Asset Management, PEH Administration/Service segment, which generates maximum revenue, and PEH Sales. Geographically, it derives maximum revenue from Luxembourg, and the rest from Germany.
77GF Score
Get the complete analysis for FRA:PEH
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
FRA:PEH has been successfully added to your 
