Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
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.
Horizon Kinetics Holding's 5-Year RORE % for the quarter that ended in Mar. 2026 was -37.67%.
The industry rank for Horizon Kinetics Holding's 5-Year RORE % or its related term are showing as below:
HKHC's 5-Year RORE % is ranked worse than 72.56% of 1414
companies
in the Asset Management industry
Industry Median: -3.595
vs HKHC: -37.67
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.
Horizon Kinetics Holding 5-Year RORE % Related Terms
Horizon Kinetics Holding 5-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, Horizon Kinetics Holding'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.
Horizon Kinetics Holding 5-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Horizon Kinetics Holding's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where Horizon Kinetics Holding's 5-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 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 5-year before.
Horizon Kinetics Holding (HKHC) has a 5-Year RORE % of -37.67 as of Mar. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Horizon Kinetics Holding and its competitors. According to the industry distribution chart, Horizon Kinetics Holding ranks #1026 out of 1414 companies in the Asset Management industry, placing it in the top 72.6%.
Is Horizon Kinetics Holding's 5-Year RORE % too high?
Horizon Kinetics Holding's current 5-Year RORE % is -37.67. Based on the distribution chart, Horizon Kinetics Holding ranks #1026 out of 1414 companies in the Asset Management industry, which is below the industry midpoint. Overall, Horizon Kinetics Holding has a GF Score™ of 57/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Horizon Kinetics Holding's 5-Year RORE % compare to VINP and PDT?
According to the Asset Management industry distribution chart, Horizon Kinetics Holding ranks #1026 out of 1414 companies for 5-Year RORE %. This places Horizon Kinetics Holding in the lower half of its industry. 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 an Asset Management company?
A good 5-Year RORE % depends on the Asset Management industry context. However, 5-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. 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 Horizon Kinetics Holding and its competitors. Horizon Kinetics Holding's current 5-Year RORE % is -37.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Horizon Kinetics Holding stock overvalued right now?
Based on GuruFocus' analysis, Horizon Kinetics Holding (HKHC) is currently considered Fairly Valued. The stock's GF Value™ is $27.78, compared to a current price of $25.89 — trading 6.8% below its estimated fair value. The current 5-Year RORE % is -37.67. Horizon Kinetics Holding's overall GF Score™ is 57/100 with 4 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 Horizon Kinetics Holding (HKHC), the current 5-Year RORE % is -37.67 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.
Is Horizon Kinetics Holding (HKHC) Overvalued in 2026?
Based on GuruFocus' analysis, Horizon Kinetics Holding stock appears to be undervalued.
The current stock price of $25.89 is trading 6.8% below its estimated GF Value™ of $27.78.
GuruFocus considers Horizon Kinetics Holding to be Fairly Valued.
Key valuation signals for HKHC:
5-Year RORE %: -37.67
GF Value™: $27.78 vs. price of $25.89 (6.8% below fair value)
No single metric tells the full story. See the HKHC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Horizon Kinetics Holding Corp offers investment advisory services. The company provides proprietary research and investment advisory services for alternative value-based investing strategies. The fees earned, which include both management and performance fees, depend upon several factors, including the investment strategies, size of account and servicing needs. Geographically, the company operates in United States.
57GF Score
Get the complete analysis for HKHC
5-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HKHC has been successfully added to your 
