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North Atlantic Smaller Inv Trust (LSE:NAS) 3-Year RORE % : -251.26% (As of Jul. 2024)


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What is North Atlantic Smaller Inv Trust 3-Year RORE %?

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. North Atlantic Smaller Inv Trust's 3-Year RORE % for the quarter that ended in Jul. 2024 was -251.26%.

The industry rank for North Atlantic Smaller Inv Trust's 3-Year RORE % or its related term are showing as below:

LSE:NAS's 3-Year RORE % is ranked worse than
92.72% of 1525 companies
in the Asset Management industry
Industry Median: -28.41 vs LSE:NAS: -251.26

North Atlantic Smaller Inv Trust 3-Year RORE % Historical Data

The historical data trend for North Atlantic Smaller Inv Trust'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.

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North Atlantic Smaller Inv Trust 3-Year RORE % Chart

North Atlantic Smaller Inv Trust Annual Data
Trend Jan15 Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.51 37.47 -11.28 -237.70 217.85

North Atlantic Smaller Inv Trust Semi-Annual Data
Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24
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 -144.90 -237.70 -259.68 217.85 -251.26

Competitive Comparison of North Atlantic Smaller Inv Trust's 3-Year RORE %

For the Asset Management subindustry, North Atlantic Smaller Inv Trust'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.


North Atlantic Smaller Inv Trust's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, North Atlantic Smaller Inv Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where North Atlantic Smaller Inv Trust's 3-Year RORE % falls into.



North Atlantic Smaller Inv Trust 3-Year RORE % Calculation

North Atlantic Smaller Inv Trust's 3-Year RORE % for the quarter that ended in Jul. 2024 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 )
=( 6.579--13.072 )/( -6.916-0.905 )
=19.651/-7.821
=-251.26 %

* 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 Jul. 2024 and 3-year before.


North Atlantic Smaller Inv Trust  (LSE:NAS) 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.


North Atlantic Smaller Inv Trust 3-Year RORE % Related Terms

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North Atlantic Smaller Inv Trust Business Description

Traded in Other Exchanges
Address
6 Stratton Street, Mayfair, London, GBR, W1J 8LD
North Atlantic Smaller Companies Inv Trust PLC is a United Kingdom-based investment trust. The company's objective is to provide capital appreciation through investment in a portfolio of smaller companies mainly based in countries bordering the North Atlantic Ocean. Its only operating segment is the Investment business. The company invests in a diversified range of companies, both quoted and unquoted, on both sides of the Atlantic.

North Atlantic Smaller Inv Trust Headlines

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