Rockwood Strategic (LSE:RKW) 5-Year RORE % : -24.89% (As of Mar. 2026)

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LSE:RKW Rockwood Strategic PLC LSE:RKW
45 GF Score
Price £3.16
GF Value £0.71
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Rockwood Strategic 5-Year RORE %?

Rockwood Strategic LSE:RKW -1.86% 45 5-Year RORE % is -24.89 as of Mar. 2026. GuruFocus rates LSE:RKW with a GF Score™ of 45/100 and a GF Value™ of £0.71 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,411 Asset Management companies, Rockwood Strategic ranks worse than 65.77% 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. Rockwood Strategic's 5-Year RORE % for the quarter that ended in Mar. 2026 was -24.89%.

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

LSE:RKW's 5-Year RORE % is ranked worse than
65.77% of 1411 companies
in the Asset Management industry
Industry Median: -1.71 vs LSE:RKW: -24.89

Rockwood Strategic  (LSE:RKW) 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.


Rockwood Strategic 5-Year RORE % Related Terms


Rockwood Strategic 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Rockwood Strategic'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.

Rockwood Strategic 5-Year RORE % Chart

Rockwood Strategic Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 35.45 22.49 23.12 -5.06 -24.89

Rockwood Strategic Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 23.12 43.27 -5.06 -25.85 -24.89

LSE:RKW vs BLK, BX, KKR: 5-Year RORE % Comparison

For the Asset Management subindustry, Rockwood Strategic'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.


Rockwood Strategic 5-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Rockwood Strategic's 5-Year RORE % distribution charts can be found below:

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


LSE:RKW
45GF Score
Rockwood Strategic PLC LSE:RKW
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Rockwood Strategic 5-Year RORE % Calculation

Rockwood Strategic's 5-Year RORE % for the quarter that ended in Mar. 2026 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 )
=( 0.103-0.429 )/( 1.331-0.021 )
=-0.326/1.31
=-24.89 %

* 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.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of -24.89 mean?
Rockwood Strategic (LSE:RKW) has a 5-Year RORE % of -24.89 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 Rockwood Strategic and its competitors. According to the industry distribution chart, Rockwood Strategic ranks #928 out of 1411 companies in the Asset Management industry, placing it in the top 65.8%.
Is Rockwood Strategic's 5-Year RORE % too high?
Rockwood Strategic's current 5-Year RORE % is -24.89. Based on the distribution chart, Rockwood Strategic ranks #928 out of 1411 companies in the Asset Management industry, which is below the industry midpoint. Overall, Rockwood Strategic has a GF Score™ of 45/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Rockwood Strategic's 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Rockwood Strategic ranks #928 out of 1411 companies for 5-Year RORE %. This places Rockwood Strategic 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 Rockwood Strategic and its competitors. Rockwood Strategic's current 5-Year RORE % is -24.89. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Rockwood Strategic stock overvalued right now?
Based on GuruFocus' analysis, Rockwood Strategic (LSE:RKW) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.71, compared to a current price of £3.16 — trading 345.1% above its estimated fair value. The current 5-Year RORE % is -24.89. Rockwood Strategic's overall GF Score™ is 45/100 with 7 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 Rockwood Strategic (LSE:RKW), the current 5-Year RORE % is -24.89 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 Rockwood Strategic (LSE:RKW) Overvalued in 2026?

Based on GuruFocus' analysis, Rockwood Strategic stock appears to be overvalued. The current stock price of £3.16 is trading 345.1% above its estimated GF Value™ of £0.71. GuruFocus considers Rockwood Strategic to be Significantly Overvalued.

Key valuation signals for LSE:RKW:

  • 5-Year RORE %: -24.89
  • GF Value™: £0.71 vs. price of £3.16 (345.1% above fair value)
  • GF Score™: 45/100 with 7 warning signs

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


Rockwood Strategic Business Description

Address 8 Bishopsgate, 2nd Floor, London, GBR, EC2N 4BQ
Rockwood Strategic plc is an investment trust listed on the Main Market of the London Stock Exchange that invests in a focused portfolio of smaller UK public companies. The Company's objective is to maximise shareholder value from its assets through the realisation of its portfolio at an advantageous time and the reinvestment of proceeds to grow shareholder value per share over the long term.
45GF Score

Get the complete analysis for LSE:RKW

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

£3.16
Price
£0.71
GF Value