Sundance StrategiesSUND 24 3-Year RORE % is 4.00 as of Mar. 2026. GuruFocus rates SUND with a GF Score™ of 24/100. The stock has 3 warning signs investors should review. Among 473 Insurance companies, Sundance Strategies ranks worse than 60.89% 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.
Sundance Strategies's 3-Year RORE % for the quarter that ended in Mar. 2026 was 4.00%.
The industry rank for Sundance Strategies's 3-Year RORE % or its related term are showing as below:
SUND's 3-Year RORE % is ranked worse than 60.89% of 473
companies
in the Insurance industry
Industry Median: 11.7
vs SUND: 4.00
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.
Sundance Strategies 3-Year RORE % Related Terms
Sundance Strategies 3-Year RORE % Historical Data
* Premium members only.
The historical data trend for Sundance Strategies'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.
SUND vs OXBR, HUIZ, GOCOQ: 3-Year RORE % Comparison
For the Insurance - Diversified subindustry, Sundance Strategies'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.
Sundance Strategies 3-Year RORE % vs Insurance Industry
For the Insurance industry and Financial Services sector, Sundance Strategies's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Sundance Strategies'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 Mar. 2026 and 3-year before.
Sundance Strategies (SUND) has a 3-Year RORE % of 4.00 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 Sundance Strategies and its competitors. According to the industry distribution chart, Sundance Strategies ranks #288 out of 473 companies in the Insurance industry, placing it in the top 60.9%.
Is Sundance Strategies' 3-Year RORE % too high?
Sundance Strategies' current 3-Year RORE % is 4.00. The Insurance industry median 3-Year RORE % is 11.70. Sundance Strategies' value of 4.00 is 65.8% below this industry median. Based on the distribution chart, Sundance Strategies ranks #288 out of 473 companies in the Insurance industry, which is below the industry midpoint. Overall, Sundance Strategies has a GF Score™ of 24/100, reflecting its overall financial health beyond just this single metric.
How does Sundance Strategies' 3-Year RORE % compare to OXBR and HUIZ?
According to the Insurance industry distribution chart, Sundance Strategies ranks #288 out of 473 companies for 3-Year RORE %. This places Sundance Strategies in the lower half of its industry. The industry median 3-Year RORE % is 11.70. Sundance Strategies' value of 4.00 is 65.8% below 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 Insurance company?
The median 3-Year RORE % among Insurance companies is 11.70, based on 473 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. Sundance Strategies's current 3-Year RORE % of 4.00 is 65.8% below 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 Sundance Strategies and its competitors. For the Insurance industry, the median 3-Year RORE % is 11.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sundance Strategies's current 3-Year RORE % is 4.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sundance Strategies stock overvalued right now?
Sundance Strategies (SUND) has a current 3-Year RORE % of 4.00. The current 3-Year RORE % is 4.00 and 65.8% below the Insurance industry median of 11.70. Sundance Strategies' overall GF Score™ is 24/100 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 Sundance Strategies (SUND), the current 3-Year RORE % is 4.00 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.
Sundance Strategies Inc is a specialty financial services company. The company is engaged in the business of purchasing or acquiring life insurance policies and residual interests in or financial products tied to life insurance policies and residual interests involving life insurance policies and financial products. It focuses on the purchase and sales of net insurance benefit contracts (NIB) based on life insurance policies.
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