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 Renewables Infrastructure Trust's 3-Year RORE % for the quarter that ended in Dec. 2025 was 36.72%.
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 Renewables Infrastructure Trust 3-Year RORE % Related Terms
Octopus Renewables Infrastructure Trust 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:ORIT vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Octopus Renewables Infrastructure 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.
Octopus Renewables Infrastructure Trust 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Octopus Renewables Infrastructure Trust's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Octopus Renewables Infrastructure Trust'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 Renewables Infrastructure Trust (LSE:ORIT) has a 3-Year RORE % of 36.72 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 Renewables Infrastructure Trust and its competitors. According to the industry distribution chart, Octopus Renewables Infrastructure Trust ranks #575 out of 1535 companies in the Asset Management industry, placing it in the top 37.5%.
Is Octopus Renewables Infrastructure Trust's 3-Year RORE % too high?
Octopus Renewables Infrastructure Trust's current 3-Year RORE % is 36.72. The Asset Management industry median 3-Year RORE % is 12.50. Octopus Renewables Infrastructure Trust's value of 36.72 is 193.8% above this industry median. Based on the distribution chart, Octopus Renewables Infrastructure Trust ranks #575 out of 1535 companies in the Asset Management industry, which is above the industry midpoint. Overall, Octopus Renewables Infrastructure Trust has a GF Score™ of 36/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Octopus Renewables Infrastructure Trust's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Octopus Renewables Infrastructure Trust ranks #575 out of 1535 companies for 3-Year RORE %. This puts Octopus Renewables Infrastructure Trust in the upper half of its industry. The industry median 3-Year RORE % is 12.50. Octopus Renewables Infrastructure Trust's value of 36.72 is 193.8% 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 12.50, based on 1,535 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 Renewables Infrastructure Trust's current 3-Year RORE % of 36.72 is 193.8% 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 Renewables Infrastructure Trust and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Octopus Renewables Infrastructure Trust's current 3-Year RORE % is 36.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octopus Renewables Infrastructure Trust stock overvalued right now?
Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust (LSE:ORIT) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.24, compared to a current price of £0.63 — trading 162.1% above its estimated fair value. The current 3-Year RORE % is 36.72 and 193.8% above the Asset Management industry median of 12.50. Octopus Renewables Infrastructure Trust's overall GF Score™ is 36/100 with 1 warning sign 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 Octopus Renewables Infrastructure Trust (LSE:ORIT), the current 3-Year RORE % is 36.72 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.
Is Octopus Renewables Infrastructure Trust (LSE:ORIT) Overvalued in 2026?
Based on GuruFocus' analysis, Octopus Renewables Infrastructure Trust stock appears to be overvalued.
The current stock price of £0.63 is trading 162.1% above its estimated GF Value™ of £0.24.
GuruFocus considers Octopus Renewables Infrastructure Trust to be Significantly Overvalued.
Key valuation signals for LSE:ORIT:
3-Year RORE %: 36.72
GF Value™: £0.24 vs. price of £0.63 (162.1% above fair value)
Industry Position: 193.8% above the Asset Management median (#575 of 1535)
No single metric tells the full story. See the LSE:ORIT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Octopus Renewables Infrastructure Trust Business Description
Octopus Renewables Infrastructure Trust PLC is an investment company. The company invests in a diversified portfolio of Renewable Energy Assets in Europe and Australia. The company's investment objective is to provide investors with an attractive and sustainable level of income returns, with an element of capital growth, by investing in a diversified portfolio.
36GF Score
Get the complete analysis for LSE:ORIT
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
LSE:ORIT has been successfully added to your 
