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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.
Edinburgh Investment Trust (The)'s 3-Year RORE % for the quarter that ended in Mar. 2026 was -23.86%.
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.
Edinburgh Investment Trust (The) 3-Year RORE % Related Terms
Edinburgh Investment Trust (The) 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.
LSE:EDIN vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Edinburgh Investment Trust (The)'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.
Edinburgh Investment Trust (The) 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Edinburgh Investment Trust (The)'s 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Edinburgh Investment Trust (The)'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.
Edinburgh Investment Trust (The) (LSE:EDIN) has a 3-Year RORE % of -23.86 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 Edinburgh Investment Trust (The) and its competitors. According to the industry distribution chart, Edinburgh Investment Trust (The) ranks #1084 out of 1536 companies in the Asset Management industry, placing it in the top 70.6%.
Is Edinburgh Investment Trust (The)'s 3-Year RORE % too high?
Edinburgh Investment Trust (The)'s current 3-Year RORE % is -23.86. Based on the distribution chart, Edinburgh Investment Trust (The) ranks #1084 out of 1536 companies in the Asset Management industry, which is below the industry midpoint. Overall, Edinburgh Investment Trust (The) has a GF Score™ of 61/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Investment Trust (The)'s 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Edinburgh Investment Trust (The) ranks #1084 out of 1536 companies for 3-Year RORE %. This places Edinburgh Investment Trust (The) in the lower half of its industry. The industry median 3-Year RORE % is 12.02. 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. 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 Edinburgh Investment Trust (The) 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. Edinburgh Investment Trust (The)'s current 3-Year RORE % is -23.86. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Investment Trust (The) stock overvalued right now?
Based on GuruFocus' analysis, Edinburgh Investment Trust (The) (LSE:EDIN) is currently considered Fairly Valued. The stock's GF Value™ is £8.00, compared to a current price of £8.30 — trading 3.8% above its estimated fair value. The current 3-Year RORE % is -23.86. Edinburgh Investment Trust (The)'s overall GF Score™ is 61/100 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 Edinburgh Investment Trust (The) (LSE:EDIN), the current 3-Year RORE % is -23.86 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 Edinburgh Investment Trust (The) (LSE:EDIN) Overvalued in 2026?
Based on GuruFocus' analysis, Edinburgh Investment Trust (The) stock appears to be overvalued.
The current stock price of £8.30 is trading 3.8% above its estimated GF Value™ of £8.00.
GuruFocus considers Edinburgh Investment Trust (The) to be Fairly Valued.
Key valuation signals for LSE:EDIN:
3-Year RORE %: -23.86
GF Value™: £8.00 vs. price of £8.30 (3.8% above fair value)
No single metric tells the full story. See the LSE:EDIN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Edinburgh Investment Trust (The) Business Description
Edinburgh Investment Trust (The) PLC is engaged in investing its assets according to a specified investment objective and policy, for spreading investment risk and generating a return for shareholders. The company invests in the shares of companies quoted on a recognized stock exchange in the UK. Securities of companies quoted on a recognized stock exchange outside of the UK may also be held but will not exceed 20% of the market value of the investment portfolio, measured at the time of any acquisition.
61GF 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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