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.
Octopus Future Generations VCT's 3-Year RORE % for the quarter that ended in Dec. 2025 was 16.33%.
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.
Octopus Future Generations VCT 3-Year RORE % Related Terms
Octopus Future Generations VCT 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.
For the Asset Management subindustry, Octopus Future Generations VCT'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.
Octopus Future Generations VCT 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Octopus Future Generations VCT's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Octopus Future Generations VCT'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.
Octopus Future Generations VCT (LSE:OFG) has a 3-Year RORE % of 16.33 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 Octopus Future Generations VCT and its competitors.
Is Octopus Future Generations VCT's 3-Year RORE % too high?
Octopus Future Generations VCT's current 3-Year RORE % is 16.33. The Asset Management industry median 3-Year RORE % is 12.53. Octopus Future Generations VCT's value of 16.33 is 30.3% above this industry median.
How does Octopus Future Generations VCT's 3-Year RORE % compare to ?
Octopus Future Generations VCT's 3-Year RORE % of 16.33 can be compared against companies in the Asset Management industry. The industry median 3-Year RORE % is 12.53. Octopus Future Generations VCT's value of 16.33 is 30.3% 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 12.53, 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. Octopus Future Generations VCT's current 3-Year RORE % of 16.33 is 30.3% 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 Octopus Future Generations VCT and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Octopus Future Generations VCT's current 3-Year RORE % is 16.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octopus Future Generations VCT stock overvalued right now?
Octopus Future Generations VCT (LSE:OFG) has a current 3-Year RORE % of 16.33. The current 3-Year RORE % is 16.33 and 30.3% above the Asset Management industry median of 12.53. 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 Octopus Future Generations VCT (LSE:OFG), the current 3-Year RORE % is 16.33 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.
Octopus Future Generations VCT Business Description
Octopus Future Generations VCT PLC is a manager of alternative investments and is engaged in investing in a diversified portfolio of UK smaller companies to generate capital growth over the long term, as well as an attractive tax-free dividend stream. VCT's objective is to provide shareholders with an attractive income and capital return by investing its funds in unquoted companies that meet the relevant criteria for VCTs.
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