Luz Del SurA (LIM:LUSURC1) 5-Year RORE % : 10.81% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

LIM:LUSURC1 Luz Del Sur SAA LIM:LUSURC1
57 GF Score
Price S/.13.00
GF Value S/.17.01
Valuation Modestly Undervalued
! 8 Warning Signs
View Full Analysis

What is Luz Del SurA 5-Year RORE %?

Luz Del SurA LIM:LUSURC1 57 5-Year RORE % is 10.81 as of Dec. 2025. GuruFocus rates LIM:LUSURC1 with a GF Score™ of 57/100 and a GF Value™ of S/.17.01 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 466 Utilities - Regulated companies, Luz Del SurA ranks better than 51.93% 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. Luz Del SurA's 5-Year RORE % for the quarter that ended in Dec. 2025 was 10.81%.

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

LIM:LUSURC1's 5-Year RORE % is ranked better than
51.93% of 466 companies
in the Utilities - Regulated industry
Industry Median: 9.885 vs LIM:LUSURC1: 10.81

Luz Del SurA  (LIM:LUSURC1) 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.


Luz Del SurA 5-Year RORE % Related Terms


Luz Del SurA 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Luz Del SurA'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.

Luz Del SurA 5-Year RORE % Chart

Luz Del SurA 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 12.33 18.79 23.10 21.79 10.81

Luz Del SurA Semi-Annual Data
Dec06 Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 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 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 12.33 18.79 23.10 21.79 10.81

LIM:LUSURC1 vs NEE, SO, DUK: 5-Year RORE % Comparison

For the Utilities - Regulated Electric subindustry, Luz Del SurA'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.


Luz Del SurA 5-Year RORE % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Luz Del SurA's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Luz Del SurA's 5-Year RORE % falls into.


LIM:LUSURC1
57GF Score
Luz Del Sur SAA LIM:LUSURC1
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Luz Del SurA 5-Year RORE % Calculation

Luz Del SurA's 5-Year RORE % for the quarter that ended in Dec. 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 )
=( 1.471-1.139 )/( 6.98-3.909 )
=0.332/3.071
=10.81 %

* 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 Dec. 2025 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of 10.81 mean?
Luz Del SurA (LIM:LUSURC1) has a 5-Year RORE % of 10.81 as of Dec. 2025. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Luz Del SurA and its competitors. According to the industry distribution chart, Luz Del SurA ranks #224 out of 466 companies in the Utilities - Regulated industry, placing it in the top 48.1%.
Is Luz Del SurA's 5-Year RORE % too high?
Luz Del SurA's current 5-Year RORE % is 10.81. The Utilities - Regulated industry median 5-Year RORE % is 9.89. Luz Del SurA's value of 10.81 is 9.4% above this industry median. Based on the distribution chart, Luz Del SurA ranks #224 out of 466 companies in the Utilities - Regulated industry, which is above the industry midpoint. Overall, Luz Del SurA has a GF Score™ of 57/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Luz Del SurA's 5-Year RORE % compare to NEE and SO?
According to the Utilities - Regulated industry distribution chart, Luz Del SurA ranks #224 out of 466 companies for 5-Year RORE %. This puts Luz Del SurA in the upper half of its industry. The industry median 5-Year RORE % is 9.89. Luz Del SurA's value of 10.81 is 9.4% 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 an Utilities - Regulated company?
The median 5-Year RORE % among Utilities - Regulated companies is 9.89, based on 466 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. Luz Del SurA's current 5-Year RORE % of 10.81 is 9.4% 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 Luz Del SurA and its competitors. For the Utilities - Regulated industry, the median 5-Year RORE % is 9.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Luz Del SurA's current 5-Year RORE % is 10.81. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Luz Del SurA stock overvalued right now?
Based on GuruFocus' analysis, Luz Del SurA (LIM:LUSURC1) is currently considered Modestly Undervalued. The stock's GF Value™ is S/.17.01, compared to a current price of S/.13.00 — trading 23.6% below its estimated fair value. The current 5-Year RORE % is 10.81 and 9.4% above the Utilities - Regulated industry median of 9.89. Luz Del SurA's overall GF Score™ is 57/100 with 8 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 Luz Del SurA (LIM:LUSURC1), the current 5-Year RORE % is 10.81 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 Luz Del SurA (LIM:LUSURC1) Overvalued in 2026?

Based on GuruFocus' analysis, Luz Del SurA stock appears to be undervalued. The current stock price of S/.13.00 is trading 23.6% below its estimated GF Value™ of S/.17.01. GuruFocus considers Luz Del SurA to be Modestly Undervalued.

Key valuation signals for LIM:LUSURC1:

  • 5-Year RORE %: 10.81
  • GF Value™: S/.17.01 vs. price of S/.13.00 (23.6% below fair value)
  • GF Score™: 57/100 with 8 warning signs
  • Industry Position: 9.4% above the Utilities - Regulated median (#224 of 466)

No single metric tells the full story. See the LIM:LUSURC1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Luz Del SurA Business Description

Address Av Canaval y Moreyra 380, Piso 17, San Isidro, Lima, PER
Luz Del Sur SAA is a Peru-based electric power distribution company which provides service to approximately 900 thousand clients. The company also provides other services such as maintenance of internal installations and electrical networks, as well as energy diagnoses. It also focuses on expansion and improvement of the electrical grid, construction of transmission and distribution substations, and purchase of machinery and equipment.
57GF Score

Get the complete analysis for LIM:LUSURC1

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

S/.13.00
Price
S/.17.01
GF Value