Polar Capital Technology Trust (LSE:PCT) 3-Year RORE % : 45.18% (As of Oct. 2025)


LSE:PCT Polar Capital Technology Trust PLC LSE:PCT
39 GF Score
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What is Polar Capital Technology Trust 3-Year RORE %?

Polar Capital Technology Trust LSE:PCT -3.94% 39 3-Year RORE % is 45.18 as of Oct. 2025. GuruFocus rates LSE:PCT with a GF Score™ of 39/100. The stock has 5 warning signs investors should review. Among 1,536 Asset Management companies, Polar Capital Technology Trust ranks better than 66.15% on this metric.

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. Polar Capital Technology Trust's 3-Year RORE % for the quarter that ended in Oct. 2025 was 45.18%.

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

LSE:PCT's 3-Year RORE % is ranked better than
66.15% of 1536 companies
in the Asset Management industry
Industry Median: 12.5 vs LSE:PCT: 45.18

Polar Capital Technology Trust  (LSE:PCT) 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.


Polar Capital Technology Trust 3-Year RORE % Related Terms


Polar Capital Technology Trust 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Polar Capital Technology 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.

Polar Capital Technology Trust 3-Year RORE % Chart

Polar Capital Technology Trust Annual Data
Trend Apr16 Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 36.79 -55.94 -174.59 178.84 19.65

Polar Capital Technology Trust Semi-Annual Data
Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25
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 -65.23 178.84 243.92 19.65 45.18

LSE:PCT vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, Polar Capital Technology 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.


Polar Capital Technology Trust 3-Year RORE % vs Asset Management Industry

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

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


LSE:PCT
39GF Score
Polar Capital Technology Trust PLC LSE:PCT
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Polar Capital Technology Trust 3-Year RORE % Calculation

Polar Capital Technology Trust's 3-Year RORE % for the quarter that ended in Oct. 2025 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 )
=( 1.885-0.4 )/( 3.287-0 )
=1.485/3.287
=45.18 %

* 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 Oct. 2025 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 45.18 mean?
Polar Capital Technology Trust (LSE:PCT) has a 3-Year RORE % of 45.18 as of Oct. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Polar Capital Technology Trust and its competitors. According to the industry distribution chart, Polar Capital Technology Trust ranks #520 out of 1536 companies in the Asset Management industry, placing it in the top 33.9%.
Is Polar Capital Technology Trust's 3-Year RORE % too high?
Polar Capital Technology Trust's current 3-Year RORE % is 45.18. The Asset Management industry median 3-Year RORE % is 12.50. Polar Capital Technology Trust's value of 45.18 is 261.4% above this industry median. Based on the distribution chart, Polar Capital Technology Trust ranks #520 out of 1536 companies in the Asset Management industry, which is above the industry midpoint. Overall, Polar Capital Technology Trust has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Technology Trust's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Technology Trust ranks #520 out of 1536 companies for 3-Year RORE %. This puts Polar Capital Technology Trust in the upper half of its industry. The industry median 3-Year RORE % is 12.50. Polar Capital Technology Trust's value of 45.18 is 261.4% 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 1,536 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. Polar Capital Technology Trust's current 3-Year RORE % of 45.18 is 261.4% 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 Polar Capital Technology 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. Polar Capital Technology Trust's current 3-Year RORE % is 45.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Technology Trust stock overvalued right now?
Polar Capital Technology Trust (LSE:PCT) has a current 3-Year RORE % of 45.18. The current 3-Year RORE % is 45.18 and 261.4% above the Asset Management industry median of 12.50. Polar Capital Technology Trust's overall GF Score™ is 39/100 with 5 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 Polar Capital Technology Trust (LSE:PCT), the current 3-Year RORE % is 45.18 as of Oct. 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.

Polar Capital Technology Trust Business Description

Address 16 Palace Street, London, GBR, SW1E 5JD
Polar Capital Technology Trust PLC is a UK-based investment trust company. The company has an investment objective to achieve long-term capital growth by investing in a diversified portfolio of technology companies world-wide. Geographically, the company generates investment income from North America, Europe, and the Asia Pacific region. It invests in sectors such as Software, Interactive Media and Services, Semiconductors and Semiconductor Equipment, Technology Hardware, Storage and Peripherals, Internet and Direct Marketing Retail, IT Services, Entertainment, and others.
39GF 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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