Haulotte Group (FRA:PHT) 5-Year RORE % : 21.71% (As of Jun. 2025)

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FRA:PHT Haulotte Group FRA:PHT
70 GF Score
Price €2.00
GF Value €2.21
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Haulotte Group 5-Year RORE %?

Haulotte Group FRA:PHT +0.25% 70 5-Year RORE % is 21.71 as of Jun. 2025. GuruFocus rates FRA:PHT with a GF Score™ of 70/100 and a GF Value™ of €2.21 (Modestly Undervalued). The stock has 9 warning signs investors should review. Among 186 Farm & Heavy Construction Machinery companies, Haulotte Group ranks better than 74.19% 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. Haulotte Group's 5-Year RORE % for the quarter that ended in Jun. 2025 was 21.71%.

The industry rank for Haulotte Group's 5-Year RORE % or its related term are showing as below:

FRA:PHT's 5-Year RORE % is ranked better than
74.19% of 186 companies
in the Farm & Heavy Construction Machinery industry
Industry Median: 3.515 vs FRA:PHT: 21.71

Haulotte Group  (FRA:PHT) 5-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, 5-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.


Haulotte Group 5-Year RORE % Related Terms


Haulotte Group 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Haulotte Group's 5-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.

Haulotte Group 5-Year RORE % Chart

Haulotte Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -32.35 417.61 58.14 -126.16 0.00

Haulotte Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
5-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 58.14 -69.02 -126.16 21.71 0.00

FRA:PHT vs CAT, DE, PCAR: 5-Year RORE % Comparison

For the Farm & Heavy Construction Machinery subindustry, Haulotte Group's 5-Year RORE %, along with its competitors' market caps and 5-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.


Haulotte Group 5-Year RORE % vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Haulotte Group's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Haulotte Group's 5-Year RORE % falls into.


FRA:PHT
70GF Score
Haulotte Group FRA:PHT
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Haulotte Group 5-Year RORE % Calculation

Haulotte Group's 5-Year RORE % for the quarter that ended in Jun. 2025 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( -0.64-0.27 )/( -0.398-0.44 )
=-0.91/-0.838
=108.59 %

* 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 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2025 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of 21.71 mean?
Haulotte Group (FRA:PHT) has a 5-Year RORE % of 21.71 as of Jun. 2025. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Haulotte Group and its competitors. According to the industry distribution chart, Haulotte Group ranks #48 out of 186 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 25.8%.
Is Haulotte Group's 5-Year RORE % too high?
Haulotte Group's current 5-Year RORE % is 21.71. The Farm & Heavy Construction Machinery industry median 5-Year RORE % is 3.52. Haulotte Group's value of 21.71 is 517.6% above this industry median. Based on the distribution chart, Haulotte Group ranks #48 out of 186 companies in the Farm & Heavy Construction Machinery industry, which is above the industry midpoint. Overall, Haulotte Group has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Haulotte Group's 5-Year RORE % compare to CAT and DE?
According to the Farm & Heavy Construction Machinery industry distribution chart, Haulotte Group ranks #48 out of 186 companies for 5-Year RORE %. This puts Haulotte Group in the upper half of its industry. The industry median 5-Year RORE % is 3.52. Haulotte Group's value of 21.71 is 517.6% 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 5-Year RORE % for a Farm & Heavy Construction Machinery company?
The median 5-Year RORE % among Farm & Heavy Construction Machinery companies is 3.52, based on 186 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Haulotte Group's current 5-Year RORE % of 21.71 is 517.6% 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 5-Year RORE % mean?
A high 5-Year RORE % can signal that a stock is expensive relative to its fundamentals. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Haulotte Group and its competitors. For the Farm & Heavy Construction Machinery industry, the median 5-Year RORE % is 3.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Haulotte Group's current 5-Year RORE % is 21.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Haulotte Group stock overvalued right now?
Based on GuruFocus' analysis, Haulotte Group (FRA:PHT) is currently considered Modestly Undervalued. The stock's GF Value™ is €2.21, compared to a current price of €2.00 — trading 9.5% below its estimated fair value. The current 5-Year RORE % is 21.71 and 517.6% above the Farm & Heavy Construction Machinery industry median of 3.52. Haulotte Group's overall GF Score™ is 70/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year RORE % calculated?
5-Year RORE % is calculated from a company's financial statements. For Haulotte Group (FRA:PHT), the current 5-Year RORE % is 21.71 as of Jun. 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 Haulotte Group (FRA:PHT) Overvalued in 2026?

Based on GuruFocus' analysis, Haulotte Group stock appears to be undervalued. The current stock price of €2.00 is trading 9.5% below its estimated GF Value™ of €2.21. GuruFocus considers Haulotte Group to be Modestly Undervalued.

Key valuation signals for FRA:PHT:

  • 5-Year RORE %: 21.71
  • GF Value™: €2.21 vs. price of €2.00 (9.5% below fair value)
  • GF Score™: 70/100 with 9 warning signs
  • Industry Position: 517.6% above the Farm & Heavy Construction Machinery median (#48 of 186)

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


Haulotte Group Business Description

Other Exchanges 0HVA:UKPIG:France
Address Rue Emile Zola, Lorette, FRA, 42420
Haulotte Group designs, manufactures, and markets a wide products focused on mobile elevating work platforms and telehandlers. Its activities are further classified into segments namely the manufacture and sale of lifting equipment; the rental of lifting equipment; and services (spare parts, repairs, and financing). The company generates maximum revenue from the manufacturing and sale of lifting equipment. Geographically, it derives a majority of its revenue from Europe and also has a presence in North America; Latin America, and the Asia Pacific.
70GF Score

Get the complete analysis for FRA:PHT

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

€2.00
Price
€2.21
GF Value