GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Baillie Gifford US Growth Trust PLC (LSE:USA) » Definitions » 3-Year RORE %

Baillie Gifford US Growth Trust (LSE:USA) 3-Year RORE % : -166.34% (As of May. 2024)


View and export this data going back to 2018. Start your Free Trial

What is Baillie Gifford US Growth 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. Baillie Gifford US Growth Trust's 3-Year RORE % for the quarter that ended in May. 2024 was -166.34%.

The industry rank for Baillie Gifford US Growth Trust's 3-Year RORE % or its related term are showing as below:

LSE:USA's 3-Year RORE % is ranked worse than
86.17% of 1526 companies
in the Asset Management industry
Industry Median: -28.505 vs LSE:USA: -166.34

Baillie Gifford US Growth Trust 3-Year RORE % Historical Data

The historical data trend for Baillie Gifford US Growth 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.

* Premium members only.

Baillie Gifford US Growth Trust 3-Year RORE % Chart

Baillie Gifford US Growth Trust Annual Data
Trend May19 May20 May21 May22 May23 May24
3-Year RORE %
Get a 7-Day Free Trial - - - 1,750.79 -166.34

Baillie Gifford US Growth Trust Semi-Annual Data
Jul18 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only - -772.45 1,750.79 54.13 -166.34

Competitive Comparison of Baillie Gifford US Growth Trust's 3-Year RORE %

For the Asset Management subindustry, Baillie Gifford US Growth 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.


Baillie Gifford US Growth Trust's 3-Year RORE % Distribution in the Asset Management Industry

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

* The bar in red indicates where Baillie Gifford US Growth Trust's 3-Year RORE % falls into.



Baillie Gifford US Growth Trust 3-Year RORE % Calculation

Baillie Gifford US Growth Trust's 3-Year RORE % for the quarter that ended in May. 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 )
=( 0.297--1.062 )/( -0.817-0 )
=1.359/-0.817
=-166.34 %

* 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 May. 2024 and 3-year before.


Baillie Gifford US Growth Trust  (LSE:USA) 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.


Baillie Gifford US Growth Trust 3-Year RORE % Related Terms

Thank you for viewing the detailed overview of Baillie Gifford US Growth Trust's 3-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Baillie Gifford US Growth Trust Business Description

Traded in Other Exchanges
Address
3 Street Helen’s Place, London, GBR, EC3A 6AB
Baillie Gifford US Growth Trust PLC is a closed-end company. Its investment objective is to produce long-term capital growth. It seeks to invest predominantly in listed and unlisted US companies. It invests in equities, multi-asset, and fixed income. The company makes its investments either directly, or through one or more wholly owned subsidiary companies, or through investment funds.

Baillie Gifford US Growth Trust Headlines