PLRRF (Polar Capital Holdings) 5-Year RORE % : -669.49% (As of Mar. 2026)


PLRRF Polar Capital Holdings PLC PLRRF
78 GF Score
Price $10.76
GF Value $7.08
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Polar Capital Holdings 5-Year RORE %?

Polar Capital Holdings PLRRF +16.32% 78 5-Year RORE % is -669.49 as of Mar. 2026. GuruFocus rates PLRRF with a GF Score™ of 78/100 and a GF Value™ of $7.08 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,412 Asset Management companies, Polar Capital Holdings ranks worse than 99.5% 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. Polar Capital Holdings's 5-Year RORE % for the quarter that ended in Mar. 2026 was -669.49%.

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

PLRRF's 5-Year RORE % is ranked worse than
99.5% of 1412 companies
in the Asset Management industry
Industry Median: -0.905 vs PLRRF: -669.49

Polar Capital Holdings  (OTCPK:PLRRF) 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.


Polar Capital Holdings 5-Year RORE % Related Terms


Polar Capital Holdings 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Polar Capital Holdings'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.

Polar Capital Holdings 5-Year RORE % Chart

Polar Capital Holdings 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 17.46 -36.32 3.16 -227.59 0.00

Polar Capital Holdings 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 3.16 -1.45 -227.59 -669.49 0.00

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

For the Asset Management subindustry, Polar Capital Holdings'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.


Polar Capital Holdings 5-Year RORE % vs Asset Management Industry

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

* The bar in red indicates where Polar Capital Holdings's 5-Year RORE % falls into.


PLRRF
78GF Score
Polar Capital Holdings PLC PLRRF
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Polar Capital Holdings 5-Year RORE % Calculation

Polar Capital Holdings'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 )
=( 0.793-0.656 )/( 2.869-2.939 )
=0.137/-0.07
=-195.71 %

* 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 -669.49 mean?
Polar Capital Holdings (PLRRF) has a 5-Year RORE % of -669.49 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 Polar Capital Holdings and its competitors. According to the industry distribution chart, Polar Capital Holdings ranks #1405 out of 1412 companies in the Asset Management industry, placing it in the top 99.5%.
Is Polar Capital Holdings' 5-Year RORE % too high?
Polar Capital Holdings' current 5-Year RORE % is -669.49. Based on the distribution chart, Polar Capital Holdings ranks #1405 out of 1412 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Polar Capital Holdings has a GF Score™ of 78/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Holdings' 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Holdings ranks #1405 out of 1412 companies for 5-Year RORE %. This places Polar Capital Holdings 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 Polar Capital Holdings and its competitors. Polar Capital Holdings's current 5-Year RORE % is -669.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Holdings stock overvalued right now?
Based on GuruFocus' analysis, Polar Capital Holdings (PLRRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.08, compared to a current price of $10.76 — trading 52% above its estimated fair value. The current 5-Year RORE % is -669.49. Polar Capital Holdings' overall GF Score™ is 78/100 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 Polar Capital Holdings (PLRRF), the current 5-Year RORE % is -669.49 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 Polar Capital Holdings (PLRRF) Overvalued in 2026?

Based on GuruFocus' analysis, Polar Capital Holdings stock appears to be overvalued. The current stock price of $10.76 is trading 52% above its estimated GF Value™ of $7.08. GuruFocus considers Polar Capital Holdings to be Significantly Overvalued.

Key valuation signals for PLRRF:

  • 5-Year RORE %: -669.49
  • GF Value™: $7.08 vs. price of $10.76 (52% above fair value)
  • GF Score™: 78/100 with 8 warning signs

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


Polar Capital Holdings Business Description

Other Exchanges POLRl:UKPOLR:UKXZF:Germany
Address 16 Palace Street, London, GBR, SW1E 5JD
Polar Capital Holdings PLC is a specialist investment management company. It offers professional and institutional investors a range of geographical and sector funds. The company has long-only and absolute return funds in its product range. The company offers fundamental funds that are diversified by asset class, geography, sector, and structure. The company has one operating segment, which is investment management. It operates in the United Kingdom, Ireland, Cayman Islands, Rest of Europe, United States of America, and Rest of the world. The group's revenue-generating operations are in London and Zurich.
78GF Score

Get the complete analysis for PLRRF

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

$10.76
Price
$7.08
GF Value