Baillie Gifford Shin Nippon (LSE:BGS) 3-Year RORE % : -94.83% (As of Jan. 2026)


LSE:BGS Baillie Gifford Shin Nippon PLC LSE:BGS
38 GF Score
Price £1.68
! 6 Warning Signs
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What is Baillie Gifford Shin Nippon 3-Year RORE %?

Baillie Gifford Shin Nippon LSE:BGS -0.24% 38 3-Year RORE % is -94.83 as of Jan. 2026. GuruFocus rates LSE:BGS with a GF Score™ of 38/100. The stock has 6 warning signs investors should review. Among 1,537 Asset Management companies, Baillie Gifford Shin Nippon ranks worse than 88.03% 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. Baillie Gifford Shin Nippon's 3-Year RORE % for the quarter that ended in Jan. 2026 was -94.83%.

The industry rank for Baillie Gifford Shin Nippon's 3-Year RORE % or its related term are showing as below:

LSE:BGS's 3-Year RORE % is ranked worse than
88.03% of 1537 companies
in the Asset Management industry
Industry Median: 12.56 vs LSE:BGS: -94.83

Baillie Gifford Shin Nippon  (LSE:BGS) 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.


Baillie Gifford Shin Nippon 3-Year RORE % Related Terms


Baillie Gifford Shin Nippon 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Baillie Gifford Shin Nippon'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.

Baillie Gifford Shin Nippon 3-Year RORE % Chart

Baillie Gifford Shin Nippon Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -671.43 1,010.91 -35.84 20.51 -94.83

Baillie Gifford Shin Nippon Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -35.84 -45.46 20.51 -44.83 -94.83

LSE:BGS vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, Baillie Gifford Shin Nippon'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.


Baillie Gifford Shin Nippon 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Baillie Gifford Shin Nippon's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Baillie Gifford Shin Nippon's 3-Year RORE % falls into.


LSE:BGS
38GF Score
Baillie Gifford Shin Nippon PLC LSE:BGS
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Baillie Gifford Shin Nippon 3-Year RORE % Calculation

Baillie Gifford Shin Nippon's 3-Year RORE % for the quarter that ended in Jan. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.05--0.262 )/( -0.315-0.014 )
=0.312/-0.329
=-94.83 %

* 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 Jan. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -94.83 mean?
Baillie Gifford Shin Nippon (LSE:BGS) has a 3-Year RORE % of -94.83 as of Jan. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Baillie Gifford Shin Nippon and its competitors. According to the industry distribution chart, Baillie Gifford Shin Nippon ranks #1353 out of 1537 companies in the Asset Management industry, placing it in the top 88%.
Is Baillie Gifford Shin Nippon's 3-Year RORE % too high?
Baillie Gifford Shin Nippon's current 3-Year RORE % is -94.83. Based on the distribution chart, Baillie Gifford Shin Nippon ranks #1353 out of 1537 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Baillie Gifford Shin Nippon has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Baillie Gifford Shin Nippon's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baillie Gifford Shin Nippon ranks #1353 out of 1537 companies for 3-Year RORE %. This places Baillie Gifford Shin Nippon in the lower half of its industry. The industry median 3-Year RORE % is 12.56. 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 12.56, based on 1,537 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. 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 Baillie Gifford Shin Nippon and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baillie Gifford Shin Nippon's current 3-Year RORE % is -94.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baillie Gifford Shin Nippon stock overvalued right now?
Baillie Gifford Shin Nippon (LSE:BGS) has a current 3-Year RORE % of -94.83. The current 3-Year RORE % is -94.83. Baillie Gifford Shin Nippon's overall GF Score™ is 38/100 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 Baillie Gifford Shin Nippon (LSE:BGS), the current 3-Year RORE % is -94.83 as of Jan. 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.

Baillie Gifford Shin Nippon Business Description

Address Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Baillie Gifford Shin Nippon PLC is an investment company that offers investors participation in a diversified portfolio of shares. Its objective is long-term capital growth from investments in small Japanese companies. The Company is engaged in a single segment of business, being the investment business. The group's investment portfolio is constructed through the identification of individual companies. It invests in consumer discretionary, consumer staples, Communication Services, Financials, Healthcare, Industrials, Information Technology, Real Estate, and Others.
38GF 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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