Castle Private Equity AGXSWX:CPEN 32 3-Year RORE % is 5.41 as of Dec. 2025. GuruFocus rates XSWX:CPEN with a GF Score™ of 32/100. The stock has 2 warning signs investors should review. Among 1,532 Asset Management companies, Castle Private Equity AG ranks worse than 55.68% 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.
Castle Private Equity AG's 3-Year RORE % for the quarter that ended in Dec. 2025 was 5.41%.
The industry rank for Castle Private Equity AG's 3-Year RORE % or its related term are showing as below:
XSWX:CPEN's 3-Year RORE % is ranked worse than 55.68% of 1532
companies
in the Asset Management industry
Industry Median: 12.895
vs XSWX:CPEN: 5.41
Castle Private Equity AG (XSWX:CPEN) 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.
Castle Private Equity AG 3-Year RORE % Related Terms
Castle Private Equity 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.
XSWX:CPEN vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Castle Private Equity 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.
Castle Private Equity AG 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Castle Private Equity AG's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Castle Private Equity 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.
Castle Private Equity AG (XSWX:CPEN) has a 3-Year RORE % of 5.41 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 Castle Private Equity AG and its competitors. According to the industry distribution chart, Castle Private Equity AG ranks #853 out of 1532 companies in the Asset Management industry, placing it in the top 55.7%.
Is Castle Private Equity AG's 3-Year RORE % too high?
Castle Private Equity AG's current 3-Year RORE % is 5.41. The Asset Management industry median 3-Year RORE % is 12.90. Castle Private Equity AG's value of 5.41 is 58% below this industry median. Based on the distribution chart, Castle Private Equity AG ranks #853 out of 1532 companies in the Asset Management industry, which is below the industry midpoint. Overall, Castle Private Equity AG has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Castle Private Equity AG's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Castle Private Equity AG ranks #853 out of 1532 companies for 3-Year RORE %. This places Castle Private Equity AG in the lower half of its industry. The industry median 3-Year RORE % is 12.90. Castle Private Equity AG's value of 5.41 is 58% 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 Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.90, based on 1,532 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. Castle Private Equity AG's current 3-Year RORE % of 5.41 is 58% 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 Castle Private Equity AG and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castle Private Equity AG's current 3-Year RORE % is 5.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castle Private Equity AG stock overvalued right now?
Castle Private Equity AG (XSWX:CPEN) has a current 3-Year RORE % of 5.41. The current 3-Year RORE % is 5.41 and 58% below the Asset Management industry median of 12.90. Castle Private Equity AG's overall GF Score™ is 32/100 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 Castle Private Equity AG (XSWX:CPEN), the current 3-Year RORE % is 5.41 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.
Castle Private Equity AG is engaged in private equity investments. Its investment policy aims at maximization of the long-term value advancement by way of realizing the Group's funds by harvesting the portfolio of private equity investments as their underlying assets are realized. The company has a geographic presence in Asia, Europe, North America, and Others.
32GF Score
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