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Caledonian HoldingsLSE:CHP 3-Year RORE % is 34.00 as of Sep. 2025. The stock has 3 warning signs investors should review. Among 1,531 Asset Management companies, Caledonian Holdings ranks better than 61.46% 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.
Caledonian Holdings's 3-Year RORE % for the quarter that ended in Sep. 2025 was 34.00%.
The industry rank for Caledonian Holdings's 3-Year RORE % or its related term are showing as below:
LSE:CHP's 3-Year RORE % is ranked better than 61.46% of 1531
companies
in the Asset Management industry
Industry Median: 12.02
vs LSE:CHP: 34.00
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.
Caledonian Holdings 3-Year RORE % Related Terms
Caledonian Holdings 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Caledonian Holdings'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, Caledonian Holdings'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.
Caledonian Holdings 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonian Holdings's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Caledonian Holdings'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 Sep. 2025 and 3-year before.
Caledonian Holdings (LSE:CHP) has a 3-Year RORE % of 34.00 as of Sep. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Caledonian Holdings and its competitors. According to the industry distribution chart, Caledonian Holdings ranks #590 out of 1531 companies in the Asset Management industry, placing it in the top 38.5%.
Is Caledonian Holdings' 3-Year RORE % too high?
Caledonian Holdings' current 3-Year RORE % is 34.00. The Asset Management industry median 3-Year RORE % is 12.02. Caledonian Holdings' value of 34.00 is 182.9% above this industry median. Based on the distribution chart, Caledonian Holdings ranks #590 out of 1531 companies in the Asset Management industry, which is above the industry midpoint.
How does Caledonian Holdings' 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonian Holdings ranks #590 out of 1531 companies for 3-Year RORE %. This puts Caledonian Holdings in the upper half of its industry. The industry median 3-Year RORE % is 12.02. Caledonian Holdings' value of 34.00 is 182.9% 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 1,531 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. Caledonian Holdings's current 3-Year RORE % of 34.00 is 182.9% 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 Caledonian Holdings 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. Caledonian Holdings's current 3-Year RORE % is 34.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonian Holdings stock overvalued right now?
Caledonian Holdings (LSE:CHP) has a current 3-Year RORE % of 34.00. The current 3-Year RORE % is 34.00 and 182.9% above the Asset Management industry median of 12.02. 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 Caledonian Holdings (LSE:CHP), the current 3-Year RORE % is 34.00 as of Sep. 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.
Caledonian Holdings PLC is an investment company based in the United Kingdom. It is focused on investing in companies operating within the financial services and associated markets. The company targets businesses that demonstrate growth potential, financial solutions, and scalable business models. Its primary areas of interest include fintech, asset management, insurance, and banking, with an emphasis on companies that leverage technology to enhance efficiency, accessibility, and financial inclusion. The company focuses on having a mix of private and publicly traded investments. It has only one identifiable operating segment, being the purchase, holding, and sale of investments. Geographically, the company operates only in the United Kingdom.
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