Vantage Equities (PHS:V) 3-Year RORE % : -48.84% (As of Mar. 2026)


PHS:V Vantage Equities Inc PHS:V
65 GF Score
Price ₱0.84
GF Value ₱0.57
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Vantage Equities 3-Year RORE %?

Vantage Equities PHS:V 65 3-Year RORE % is -48.84 as of Mar. 2026. GuruFocus rates PHS:V with a GF Score™ of 65/100 and a GF Value™ of ₱0.57 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 761 Capital Markets companies, Vantage Equities ranks worse than 84.49% 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. Vantage Equities's 3-Year RORE % for the quarter that ended in Mar. 2026 was -48.84%.

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

PHS:V's 3-Year RORE % is ranked worse than
84.49% of 761 companies
in the Capital Markets industry
Industry Median: 15.2 vs PHS:V: -48.84

Vantage Equities  (PHS:V) 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.


Vantage Equities 3-Year RORE % Related Terms


Vantage Equities 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Vantage Equities'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.

Vantage Equities 3-Year RORE % Chart

Vantage Equities Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -34.48 -42.11 26.84 54.11 -9.20

Vantage Equities Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 9.28 23.27 -37.31 -9.20 -48.84

PHS:V vs MS, GS, SCHW: 3-Year RORE % Comparison

For the Capital Markets subindustry, Vantage Equities'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.


Vantage Equities 3-Year RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Vantage Equities's 3-Year RORE % distribution charts can be found below:

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


PHS:V
65GF Score
Vantage Equities Inc PHS:V
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Vantage Equities 3-Year RORE % Calculation

Vantage Equities'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 )
=( 0.032-0.095 )/( 0.209-0.08 )
=-0.063/0.129
=-48.84 %

* 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 -48.84 mean?
Vantage Equities (PHS:V) has a 3-Year RORE % of -48.84 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 Vantage Equities and its competitors. According to the industry distribution chart, Vantage Equities ranks #643 out of 761 companies in the Capital Markets industry, placing it in the top 84.5%.
Is Vantage Equities' 3-Year RORE % too high?
Vantage Equities' current 3-Year RORE % is -48.84. Based on the distribution chart, Vantage Equities ranks #643 out of 761 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Vantage Equities has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vantage Equities' 3-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Vantage Equities ranks #643 out of 761 companies for 3-Year RORE %. This places Vantage Equities in the lower half of its industry. The industry median 3-Year RORE % is 15.20. 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 a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 15.20, based on 761 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 Vantage Equities and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 15.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vantage Equities's current 3-Year RORE % is -48.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vantage Equities stock overvalued right now?
Based on GuruFocus' analysis, Vantage Equities (PHS:V) is currently considered Significantly Overvalued. The stock's GF Value™ is ₱0.57, compared to a current price of ₱0.84 — trading 47.4% above its estimated fair value. The current 3-Year RORE % is -48.84. Vantage Equities' overall GF Score™ is 65/100 with 3 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 Vantage Equities (PHS:V), the current 3-Year RORE % is -48.84 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 Vantage Equities (PHS:V) Overvalued in 2026?

Based on GuruFocus' analysis, Vantage Equities stock appears to be overvalued. The current stock price of ₱0.84 is trading 47.4% above its estimated GF Value™ of ₱0.57. GuruFocus considers Vantage Equities to be Significantly Overvalued.

Key valuation signals for PHS:V:

  • 3-Year RORE %: -48.84
  • GF Value™: ₱0.57 vs. price of ₱0.84 (47.4% above fair value)
  • GF Score™: 65/100 with 3 warning signs

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


Vantage Equities Business Description

Address 28th Street Corner 5th Avenue, 15th Floor, Philippine Stock Exchange Tower, Bonifacio Global City, Metro Manila, Taguig, PHL, 1605
Vantage Equities Inc is a Philippines-based investment and financial holding company. The company operates business into three segments as follows: Investment holdings segment deals in the acquisition and sale of financial instruments; Remittance services segment provides the infrastructure and services as the direct agent for money transfer of Overseas Filipino Workers; and Mutual fund management segment deals in the management of mutual funds. Subject to the management agreements with the respective funds, PEMI shall manage the resources and operations of the funds. Key revenue is generated from Investment Holdings segment.
65GF Score

Get the complete analysis for PHS:V

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

₱0.84
Price
₱0.57
GF Value