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Oxford Technology 2 Venture Capital Trust (LSE:OXH) 3-Year RORE % : 270.45% (As of Feb. 2024)


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What is Oxford Technology 2 Venture Capital 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. Oxford Technology 2 Venture Capital Trust's 3-Year RORE % for the quarter that ended in Feb. 2024 was 270.45%.

The industry rank for Oxford Technology 2 Venture Capital Trust's 3-Year RORE % or its related term are showing as below:

LSE:OXH's 3-Year RORE % is ranked better than
94.2% of 1534 companies
in the Asset Management industry
Industry Median: -3.755 vs LSE:OXH: 270.45

Oxford Technology 2 Venture Capital Trust 3-Year RORE % Historical Data

The historical data trend for Oxford Technology 2 Venture Capital 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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Oxford Technology 2 Venture Capital Trust 3-Year RORE % Chart

Oxford Technology 2 Venture Capital Trust Annual Data
Trend Feb15 Feb16 Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 32.29 48.21 489.47 144.44 270.45

Oxford Technology 2 Venture Capital Trust Semi-Annual Data
Aug14 Feb15 Aug15 Feb16 Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24
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 489.47 -92.59 144.44 247.37 270.45

Competitive Comparison of Oxford Technology 2 Venture Capital Trust's 3-Year RORE %

For the Asset Management subindustry, Oxford Technology 2 Venture Capital 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.


Oxford Technology 2 Venture Capital Trust's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Oxford Technology 2 Venture Capital Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Oxford Technology 2 Venture Capital Trust's 3-Year RORE % falls into.



Oxford Technology 2 Venture Capital Trust 3-Year RORE % Calculation

Oxford Technology 2 Venture Capital Trust's 3-Year RORE % for the quarter that ended in Feb. 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 )
=( -0.047-0.072 )/( -0.044-0 )
=-0.119/-0.044
=270.45 %

* 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 Feb. 2024 and 3-year before.


Oxford Technology 2 Venture Capital Trust  (LSE:OXH) 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.


Oxford Technology 2 Venture Capital Trust 3-Year RORE % Related Terms

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Oxford Technology 2 Venture Capital Trust (LSE:OXH) Business Description

Traded in Other Exchanges
N/A
Address
OT2 Managers Ltd, Magdalen Centre, Oxford Science Park, Oxford, GBR, OX4 4GA
Oxford Technology 2 Venture Capital Trust PLC is active in the financial services sector. The company operates as a venture capital trust managed by OT2 Managers Ltd. Its core feature is that it invests in early-stage and start-up technology companies, which provide good yields but are risky to invest in. The company's portfolio comprises unlisted, UK-based companies belonging to the science, technology, and engineering businesses.

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