Tatton Asset Management (LSE:TAM) 3-Year RORE % : 44.61% (As of Mar. 2026)


LSE:TAM Tatton Asset Management PLC LSE:TAM
89 GF Score
Price £7.28
GF Value £8.63
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Tatton Asset Management 3-Year RORE %?

Tatton Asset Management LSE:TAM +0.28% 89 3-Year RORE % is 44.61 as of Mar. 2026. GuruFocus rates LSE:TAM with a GF Score™ of 89/100 and a GF Value™ of £8.63 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 1,536 Asset Management companies, Tatton Asset Management ranks better than 66.02% 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. Tatton Asset Management's 3-Year RORE % for the quarter that ended in Mar. 2026 was 44.61%.

The industry rank for Tatton Asset Management's 3-Year RORE % or its related term are showing as below:

LSE:TAM's 3-Year RORE % is ranked better than
66.02% of 1536 companies
in the Asset Management industry
Industry Median: 12.5 vs LSE:TAM: 44.61

Tatton Asset Management  (LSE:TAM) 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.


Tatton Asset Management 3-Year RORE % Related Terms


Tatton Asset Management 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Tatton Asset Management'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.

Tatton Asset Management 3-Year RORE % Chart

Tatton Asset Management Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.14 89.06 38.06 21.57 44.61

Tatton Asset Management Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 38.06 36.32 21.57 22.76 44.61

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

For the Asset Management subindustry, Tatton Asset Management'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.


Tatton Asset Management 3-Year RORE % vs Asset Management Industry

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

* The bar in red indicates where Tatton Asset Management's 3-Year RORE % falls into.


LSE:TAM
89GF Score
Tatton Asset Management PLC LSE:TAM
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Tatton Asset Management 3-Year RORE % Calculation

Tatton Asset Management's 3-Year RORE % for the quarter that ended in Mar. 2026 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 )
=( 0.302-0.211 )/( 0.774-0.57 )
=0.091/0.204
=44.61 %

* 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 Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 44.61 mean?
Tatton Asset Management (LSE:TAM) has a 3-Year RORE % of 44.61 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Tatton Asset Management and its competitors. According to the industry distribution chart, Tatton Asset Management ranks #522 out of 1536 companies in the Asset Management industry, placing it in the top 34%.
Is Tatton Asset Management's 3-Year RORE % too high?
Tatton Asset Management's current 3-Year RORE % is 44.61. The Asset Management industry median 3-Year RORE % is 12.50. Tatton Asset Management's value of 44.61 is 256.9% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #522 out of 1536 companies in the Asset Management industry, which is above the industry midpoint. Overall, Tatton Asset Management has a GF Score™ of 89/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #522 out of 1536 companies for 3-Year RORE %. This puts Tatton Asset Management in the upper half of its industry. The industry median 3-Year RORE % is 12.50. Tatton Asset Management's value of 44.61 is 256.9% 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. Tatton Asset Management's current 3-Year RORE % of 44.61 is 256.9% 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 Tatton Asset Management 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. Tatton Asset Management's current 3-Year RORE % is 44.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.63, compared to a current price of £7.28 — trading 15.6% below its estimated fair value. The current 3-Year RORE % is 44.61 and 256.9% above the Asset Management industry median of 12.50. Tatton Asset Management's overall GF Score™ is 89/100 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 Tatton Asset Management (LSE:TAM), the current 3-Year RORE % is 44.61 as of Mar. 2026. 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 Tatton Asset Management (LSE:TAM) Overvalued in 2026?

Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued. The current stock price of £7.28 is trading 15.6% below its estimated GF Value™ of £8.63. GuruFocus considers Tatton Asset Management to be Modestly Undervalued.

Key valuation signals for LSE:TAM:

  • 3-Year RORE %: 44.61
  • GF Value™: £8.63 vs. price of £7.28 (15.6% below fair value)
  • GF Score™: 89/100 with 1 warning sign
  • Industry Position: 256.9% above the Asset Management median (#522 of 1536)

No single metric tells the full story. See the LSE:TAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Tatton Asset Management Business Description

Other Exchanges TAMl:UK2T7:Germany
Address Paradigm House, Lower Meadow Road, Brooke Court, Handforth, Wilmslow, Cheshire, GBR, SK9 3ND
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
89GF Score

Get the complete analysis for LSE:TAM

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£7.28
Price
£8.63
GF Value