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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.
AB Effectenbeteiligungen AG's 3-Year RORE % for the quarter that ended in Dec. 2025 was 80.61%.
WBO:ABE's 3-Year RORE % is ranked better than 78.9% of 1531
companies
in the Asset Management industry
Industry Median: 12.02
vs WBO:ABE: 80.61
AB Effectenbeteiligungen AG (WBO:ABE) 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.
AB Effectenbeteiligungen AG 3-Year RORE % Related Terms
AB Effectenbeteiligungen AG 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.
For the Asset Management subindustry, AB Effectenbeteiligungen AG'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.
AB Effectenbeteiligungen AG 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AB Effectenbeteiligungen AG's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where AB Effectenbeteiligungen AG'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 Dec. 2025 and 3-year before.
AB Effectenbeteiligungen AG (WBO:ABE) has a 3-Year RORE % of 80.61 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on AB Effectenbeteiligungen AG and its competitors. According to the industry distribution chart, AB Effectenbeteiligungen AG ranks #323 out of 1531 companies in the Asset Management industry, placing it in the top 21.1%.
Is AB Effectenbeteiligungen AG's 3-Year RORE % too high?
AB Effectenbeteiligungen AG's current 3-Year RORE % is 80.61. The Asset Management industry median 3-Year RORE % is 12.02. AB Effectenbeteiligungen AG's value of 80.61 is 570.6% above this industry median. Based on the distribution chart, AB Effectenbeteiligungen AG ranks #323 out of 1531 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, AB Effectenbeteiligungen AG has a GF Score™ of 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AB Effectenbeteiligungen AG's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, AB Effectenbeteiligungen AG ranks #323 out of 1531 companies for 3-Year RORE %. This places AB Effectenbeteiligungen AG in the top 21% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 12.02. AB Effectenbeteiligungen AG's value of 80.61 is 570.6% 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 12.02, based on 1,531 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. AB Effectenbeteiligungen AG's current 3-Year RORE % of 80.61 is 570.6% 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 AB Effectenbeteiligungen AG and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AB Effectenbeteiligungen AG's current 3-Year RORE % is 80.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AB Effectenbeteiligungen AG stock overvalued right now?
Based on GuruFocus' analysis, AB Effectenbeteiligungen AG (WBO:ABE) is currently considered Modestly Overvalued. The stock's GF Value™ is €7.49, compared to a current price of €9.00 — trading 20.2% above its estimated fair value. The current 3-Year RORE % is 80.61 and 570.6% above the Asset Management industry median of 12.02. AB Effectenbeteiligungen AG's overall GF Score™ is 75/100 with 2 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 AB Effectenbeteiligungen AG (WBO:ABE), the current 3-Year RORE % is 80.61 as of Dec. 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.
Is AB Effectenbeteiligungen AG (WBO:ABE) Overvalued in 2026?
Based on GuruFocus' analysis, AB Effectenbeteiligungen AG stock appears to be overvalued.
The current stock price of €9.00 is trading 20.2% above its estimated GF Value™ of €7.49.
GuruFocus considers AB Effectenbeteiligungen AG to be Modestly Overvalued.
Key valuation signals for WBO:ABE:
3-Year RORE %: 80.61
GF Value™: €7.49 vs. price of €9.00 (20.2% above fair value)
Industry Position: 570.6% above the Asset Management median (#323 of 1531)
No single metric tells the full story. See the WBO:ABE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AB Effectenbeteiligungen AG is engaged in the investment in undervalued small-cap and mid-cap companies. Its focus is on investments in long-term sustainable value shares, which are meaningfully supplemented by more liquid shares with at least a medium maturity. The company focuses on investments focusing on Germany and Austria.
75GF Score
Get the complete analysis for WBO:ABE
3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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