Spiltan Invest (NGM:SPLTN) 3-Year RORE % : -55.73% (As of Jun. 2026)

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Director of Data and Quant Analytics at GuruFocus
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NGM:SPLTN Spiltan Invest NGM:SPLTN
75 GF Score
Price kr176.60
GF Value kr351.45
Valuation Significantly Undervalued
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What is Spiltan Invest 3-Year RORE %?

Spiltan Invest NGM:SPLTN -0.56% 75 3-Year RORE % is -55.73 as of Jun. 2026. GuruFocus rates NGM:SPLTN with a GF Score™ of 75/100 and a GF Value™ of kr351.45 (Significantly Undervalued). Among 1,532 Asset Management companies, Spiltan Invest ranks worse than 81.33% 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. Spiltan Invest's 3-Year RORE % for the quarter that ended in Jun. 2026 was -55.73%.

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

NGM:SPLTN's 3-Year RORE % is ranked worse than
81.33% of 1532 companies
in the Asset Management industry
Industry Median: 12.18 vs NGM:SPLTN: -55.73

Spiltan Invest  (NGM:SPLTN) 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.


Spiltan Invest 3-Year RORE % Related Terms


Spiltan Invest 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Spiltan Invest'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.

Spiltan Invest 3-Year RORE % Chart

Spiltan Invest Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial 0.00 0.00 38.51 -40.37 -343.05

Spiltan Invest Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 -107.84 -136.69 -343.05 15.99 -55.73

NGM:SPLTN vs BLK, BX, KKR: 3-Year RORE % Comparison

For the Asset Management subindustry, Spiltan Invest'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.


Spiltan Invest 3-Year RORE % vs Asset Management Industry

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

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


NGM:SPLTN
75GF Score
Spiltan Invest NGM:SPLTN
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Spiltan Invest 3-Year RORE % Calculation

Spiltan Invest's 3-Year RORE % for the quarter that ended in Jun. 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 )
=( -28.1--63.53 )/( -60.37-3.2 )
=35.43/-63.57
=-55.73 %

* 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 Jun. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -55.73 mean?
Spiltan Invest (NGM:SPLTN) has a 3-Year RORE % of -55.73 as of Jun. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Spiltan Invest and its competitors. According to the industry distribution chart, Spiltan Invest ranks #1246 out of 1532 companies in the Asset Management industry, placing it in the top 81.3%.
Is Spiltan Invest's 3-Year RORE % too high?
Spiltan Invest's current 3-Year RORE % is -55.73. Based on the distribution chart, Spiltan Invest ranks #1246 out of 1532 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Spiltan Invest has a GF Score™ of 75/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Spiltan Invest's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Spiltan Invest ranks #1246 out of 1532 companies for 3-Year RORE %. This places Spiltan Invest in the lower half of its industry. The industry median 3-Year RORE % is 12.18. 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 12.18, 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. 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 Spiltan Invest and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Spiltan Invest's current 3-Year RORE % is -55.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Spiltan Invest stock overvalued right now?
Based on GuruFocus' analysis, Spiltan Invest (NGM:SPLTN) is currently considered Significantly Undervalued. The stock's GF Value™ is kr351.45, compared to a current price of kr176.60 — trading 49.8% below its estimated fair value. The current 3-Year RORE % is -55.73. Spiltan Invest's overall GF Score™ is 75/100. 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 Spiltan Invest (NGM:SPLTN), the current 3-Year RORE % is -55.73 as of Jun. 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 Spiltan Invest (NGM:SPLTN) Overvalued in 2026?

Based on GuruFocus' analysis, Spiltan Invest stock appears to be undervalued. The current stock price of kr176.60 is trading 49.8% below its estimated GF Value™ of kr351.45. GuruFocus considers Spiltan Invest to be Significantly Undervalued.

Key valuation signals for NGM:SPLTN:

  • 3-Year RORE %: -55.73
  • GF Value™: kr351.45 vs. price of kr176.60 (49.8% below fair value)
  • GF Score™: 75/100

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


Spiltan Invest Business Description

Address Erik Dahlbergsallen 15, Stockholm, SWE, 115 20
Investment AB Spiltan is an investment company that invests in listed and unlisted Swedish growth companies. It currently owns a portfolio consisting of tech, finance, real estate and industry.
75GF Score

Get the complete analysis for NGM:SPLTN

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

kr176.60
Price
kr351.45
GF Value