3i Group (MEX:IIIN) 3-Year RORE % : 15.53% (As of Mar. 2026)


MEX:IIIN 3i Group PLC MEX:IIIN
78 GF Score
Price MXN2.66
GF Value MXN3.23
! 5 Warning Signs
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What is 3i Group 3-Year RORE %?

3i Group MEX:IIIN 78 3-Year RORE % is 15.53 as of Mar. 2026. GuruFocus rates MEX:IIIN with a GF Score™ of 78/100 and a GF Value™ of MXN3.23. The stock has 5 warning signs investors should review. Among 1,532 Asset Management companies, 3i Group ranks worse than 51.31% 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. 3i Group's 3-Year RORE % for the quarter that ended in Mar. 2026 was 15.53%.

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

MEX:IIIN's 3-Year RORE % is ranked worse than
51.31% of 1532 companies
in the Asset Management industry
Industry Median: 12.895 vs MEX:IIIN: 15.53

3i Group  (MEX:IIIN) 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.


3i Group 3-Year RORE % Related Terms


3i Group 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for 3i Group'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.

3i Group 3-Year RORE % Chart

3i Group 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 68.19 19.42 -9.92 9.94 15.53

3i Group 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 -9.92 3.81 9.94 19.52 15.53

MEX:IIIN vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, 3i Group'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.


3i Group 3-Year RORE % vs Asset Management Industry

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

* The bar in red indicates where 3i Group's 3-Year RORE % falls into.


MEX:IIIN
78GF Score
3i Group PLC MEX:IIIN
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

3i Group 3-Year RORE % Calculation

3i Group'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 )
=( 132.034-84.469 )/( 353.289-48.362 )
=47.565/304.927
=15.60 %

* 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 15.53 mean?
3i Group (MEX:IIIN) has a 3-Year RORE % of 15.53 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 3i Group and its competitors. According to the industry distribution chart, 3i Group ranks #786 out of 1532 companies in the Asset Management industry, placing it in the top 51.3%.
Is 3i Group's 3-Year RORE % too high?
3i Group's current 3-Year RORE % is 15.53. The Asset Management industry median 3-Year RORE % is 12.90. 3i Group's value of 15.53 is 20.4% above this industry median. Based on the distribution chart, 3i Group ranks #786 out of 1532 companies in the Asset Management industry, which is below the industry midpoint. Overall, 3i Group has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does 3i Group's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, 3i Group ranks #786 out of 1532 companies for 3-Year RORE %. This places 3i Group in the lower half of its industry. The industry median 3-Year RORE % is 12.90. 3i Group's value of 15.53 is 20.4% 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 12.90, based on 1,532 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. 3i Group's current 3-Year RORE % of 15.53 is 20.4% 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 3i Group and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. 3i Group's current 3-Year RORE % is 15.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is 3i Group stock overvalued right now?
3i Group (MEX:IIIN) has a current 3-Year RORE % of 15.53. The stock's GF Value™ is MXN3.23, compared to a current price of MXN2.66 — trading 17.6% below its estimated fair value. The current 3-Year RORE % is 15.53 and 20.4% above the Asset Management industry median of 12.90. 3i Group's overall GF Score™ is 78/100 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 3i Group (MEX:IIIN), the current 3-Year RORE % is 15.53 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 3i Group (MEX:IIIN) Overvalued in 2026?

Based on GuruFocus' analysis, 3i Group stock appears to be undervalued. The current stock price of MXN2.66 is trading 17.6% below its estimated GF Value™ of MXN3.23.

Key valuation signals for MEX:IIIN:

  • 3-Year RORE %: 15.53
  • GF Value™: MXN3.23 vs. price of MXN2.66 (17.6% below fair value)
  • GF Score™: 78/100 with 5 warning signs
  • Industry Position: 20.4% above the Asset Management median (#786 of 1532)

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


3i Group Business Description

Address 1 Knightsbridge, London, GBR, SW1X 7LX
3i Group PLC is a closed-ended investment fund and an investment company specialising in private equity and infrastructure. The Company generates returns for its shareholders and co-investors by investing in private equity and infrastructure assets. Its business segments are private equity, infrastructure, and Scandlines. The private equity segment invests in business services, consumer, healthcare, and industrial sectors, while the infrastructure segment invests in utilities, transportation, and social infrastructure.
78GF Score

Get the complete analysis for MEX:IIIN

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

MXN2.66
Price
MXN3.23
GF Value