WSOUF (Washington H Soul Pattinson and Co) 3-Year RORE % : 71.92% (As of Jan. 2026)


WSOUF Washington H Soul Pattinson and Co Ltd WSOUF
69 GF Score
Price $30.95
GF Value $38.58
Valuation Modestly Undervalued
! 10 Warning Signs
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What is Washington H Soul Pattinson and Co 3-Year RORE %?

Washington H Soul Pattinson and Co WSOUF 69 3-Year RORE % is 71.92 as of Jan. 2026. GuruFocus rates WSOUF with a GF Score™ of 69/100 and a GF Value™ of $38.58 (Modestly Undervalued). The stock has 10 warning signs investors should review. Among 763 Capital Markets companies, Washington H Soul Pattinson and Co ranks better than 82.7% 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. Washington H Soul Pattinson and Co's 3-Year RORE % for the quarter that ended in Jan. 2026 was 71.92%.

The industry rank for Washington H Soul Pattinson and Co's 3-Year RORE % or its related term are showing as below:

WSOUF's 3-Year RORE % is ranked better than
82.7% of 763 companies
in the Capital Markets industry
Industry Median: 15.15 vs WSOUF: 71.92

Washington H Soul Pattinson and Co  (OTCPK:WSOUF) 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.


Washington H Soul Pattinson and Co 3-Year RORE % Related Terms


Washington H Soul Pattinson and Co 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Washington H Soul Pattinson and Co'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.

Washington H Soul Pattinson and Co 3-Year RORE % Chart

Washington H Soul Pattinson and Co Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.93 -109.87 80.73 152.43 -60.32

Washington H Soul Pattinson and Co Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 181.67 152.43 -53.11 -60.32 71.92

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

For the Capital Markets subindustry, Washington H Soul Pattinson and Co'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.


Washington H Soul Pattinson and Co 3-Year RORE % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson and Co's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Washington H Soul Pattinson and Co's 3-Year RORE % falls into.


WSOUF
69GF Score
Washington H Soul Pattinson and Co Ltd WSOUF
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Washington H Soul Pattinson and Co 3-Year RORE % Calculation

Washington H Soul Pattinson and Co's 3-Year RORE % for the quarter that ended in Jan. 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 )
=( 4.345-1.118 )/( 6.367-1.88 )
=3.227/4.487
=71.92 %

* 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 Jan. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 71.92 mean?
Washington H Soul Pattinson and Co (WSOUF) has a 3-Year RORE % of 71.92 as of Jan. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Washington H Soul Pattinson and Co and its competitors. According to the industry distribution chart, Washington H Soul Pattinson and Co ranks #132 out of 763 companies in the Capital Markets industry, placing it in the top 17.3%.
Is Washington H Soul Pattinson and Co's 3-Year RORE % too high?
Washington H Soul Pattinson and Co's current 3-Year RORE % is 71.92. The Capital Markets industry median 3-Year RORE % is 15.15. Washington H Soul Pattinson and Co's value of 71.92 is 374.7% above this industry median. Based on the distribution chart, Washington H Soul Pattinson and Co ranks #132 out of 763 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's 3-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Washington H Soul Pattinson and Co ranks #132 out of 763 companies for 3-Year RORE %. This places Washington H Soul Pattinson and Co in the top 17% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 15.15. Washington H Soul Pattinson and Co's value of 71.92 is 374.7% 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 a Capital Markets company?
The median 3-Year RORE % among Capital Markets companies is 15.15, based on 763 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. Washington H Soul Pattinson and Co's current 3-Year RORE % of 71.92 is 374.7% 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 Washington H Soul Pattinson and Co and its competitors. For the Capital Markets industry, the median 3-Year RORE % is 15.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Washington H Soul Pattinson and Co's current 3-Year RORE % is 71.92. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (WSOUF) is currently considered Modestly Undervalued. The stock's GF Value™ is $38.58, compared to a current price of $30.95 — trading 19.8% below its estimated fair value. The current 3-Year RORE % is 71.92 and 374.7% above the Capital Markets industry median of 15.15. Washington H Soul Pattinson and Co's overall GF Score™ is 69/100 with 10 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 Washington H Soul Pattinson and Co (WSOUF), the current 3-Year RORE % is 71.92 as of Jan. 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 Washington H Soul Pattinson and Co (WSOUF) Overvalued in 2026?

Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued. The current stock price of $30.95 is trading 19.8% below its estimated GF Value™ of $38.58. GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.

Key valuation signals for WSOUF:

  • 3-Year RORE %: 71.92
  • GF Value™: $38.58 vs. price of $30.95 (19.8% below fair value)
  • GF Score™: 69/100 with 10 warning signs
  • Industry Position: 374.7% above the Capital Markets median (#132 of 763)

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


Washington H Soul Pattinson and Co Business Description

Other Exchanges WD3:GermanySOL:Australia
Address 151 Clarence Street, Level 14, Sydney, NSW, AUS, 2000
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
69GF Score

Get the complete analysis for WSOUF

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

$30.95
Price
$38.58
GF Value