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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.
Western Asset Intermediate Muni Fd's 3-Year RORE % for the quarter that ended in Nov. 2025 was 33.61%.
SBI's 3-Year RORE % is ranked better than 61.25% of 1533
companies
in the Asset Management industry
Industry Median: 12.5
vs SBI: 33.61
Western Asset Intermediate Muni Fd (NYSE:SBI) 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.
Western Asset Intermediate Muni Fd 3-Year RORE % Related Terms
Western Asset Intermediate Muni Fd 3-Year RORE % Historical Data
* 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.
Western Asset Intermediate Muni Fd 3-Year RORE % Chart
For the Asset Management subindustry, Western Asset Intermediate Muni Fd'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.
Western Asset Intermediate Muni Fd 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Western Asset Intermediate Muni Fd's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Western Asset Intermediate Muni Fd's 3-Year RORE % falls into.
* 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 Nov. 2025 and 3-year before.
Western Asset Intermediate Muni Fd (SBI) has a 3-Year RORE % of 33.61 as of Nov. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Western Asset Intermediate Muni Fd and its competitors. According to the industry distribution chart, Western Asset Intermediate Muni Fd ranks #594 out of 1533 companies in the Asset Management industry, placing it in the top 38.7%.
Is Western Asset Intermediate Muni Fd's 3-Year RORE % too high?
Western Asset Intermediate Muni Fd's current 3-Year RORE % is 33.61. The Asset Management industry median 3-Year RORE % is 12.50. Western Asset Intermediate Muni Fd's value of 33.61 is 168.9% above this industry median. Based on the distribution chart, Western Asset Intermediate Muni Fd ranks #594 out of 1533 companies in the Asset Management industry, which is above the industry midpoint. Overall, Western Asset Intermediate Muni Fd has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Western Asset Intermediate Muni Fd's 3-Year RORE % compare to GLU and ERH?
According to the Asset Management industry distribution chart, Western Asset Intermediate Muni Fd ranks #594 out of 1533 companies for 3-Year RORE %. This puts Western Asset Intermediate Muni Fd in the upper half of its industry. The industry median 3-Year RORE % is 12.50. Western Asset Intermediate Muni Fd's value of 33.61 is 168.9% 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 1,533 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. Western Asset Intermediate Muni Fd's current 3-Year RORE % of 33.61 is 168.9% 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 Western Asset Intermediate Muni Fd 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. Western Asset Intermediate Muni Fd's current 3-Year RORE % is 33.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Western Asset Intermediate Muni Fd stock overvalued right now?
Western Asset Intermediate Muni Fd (SBI) has a current 3-Year RORE % of 33.61. The current 3-Year RORE % is 33.61 and 168.9% above the Asset Management industry median of 12.50. Western Asset Intermediate Muni Fd's overall GF Score™ is 30/100 with 7 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 Western Asset Intermediate Muni Fd (SBI), the current 3-Year RORE % is 33.61 as of Nov. 2025. 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.
Western Asset Intermediate Muni Fd Business Description
Western Asset Intermediate Muni Fd Inc is a diversified closed-end management investment company. The fund's objective is to provide a high level of current income exempt from Federal income taxes. Under normal market conditions, the Fund will invest at least 80% of its total assets in municipal obligations. In addition, under normal market conditions, the Fund will invest at least 80% of its total assets in debt securities that are, at the time of investment, rated investment grade by a nationally recognized statistical rating organization or, if unrated, of equivalent quality as determined by the investment manager.
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