Caspar Asset Management (WAR:CSR) 5-Year RORE % : 321.07% (As of Mar. 2026)


WAR:CSR Caspar Asset Management SA WAR:CSR
69 GF Score
Price zł5.65
GF Value zł12.90
Valuation Possible Value Trap
! 4 Warning Signs
View Full Analysis

What is Caspar Asset Management 5-Year RORE %?

Caspar Asset Management WAR:CSR -8.87% 69 5-Year RORE % is 321.07 as of Mar. 2026. GuruFocus rates WAR:CSR with a GF Score™ of 69/100 and a GF Value™ of zł12.90 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,414 Asset Management companies, Caspar Asset Management ranks better than 96.53% 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. Caspar Asset Management's 5-Year RORE % for the quarter that ended in Mar. 2026 was 321.07%.

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

WAR:CSR's 5-Year RORE % is ranked better than
96.53% of 1414 companies
in the Asset Management industry
Industry Median: -3.79 vs WAR:CSR: 321.07

Caspar Asset Management  (WAR:CSR) 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.


Caspar Asset Management 5-Year RORE % Related Terms


Caspar Asset Management 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Caspar Asset Management'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.

Caspar Asset Management 5-Year RORE % Chart

Caspar Asset Management 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 73.66 10.10 -5.68 -103.88 -517.65

Caspar Asset Management Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 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 -143.75 -147.88 -196.89 -517.65 321.07

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

For the Asset Management subindustry, Caspar Asset Management'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.


Caspar Asset Management 5-Year RORE % vs Asset Management Industry

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

* The bar in red indicates where Caspar Asset Management's 5-Year RORE % falls into.


WAR:CSR
69GF Score
Caspar Asset Management SA WAR:CSR
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Caspar Asset Management 5-Year RORE % Calculation

Caspar Asset Management'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 )
=( 0.28-1.834 )/( 2.824-3.308 )
=-1.554/-0.484
=321.07 %

* 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 321.07 mean?
Caspar Asset Management (WAR:CSR) has a 5-Year RORE % of 321.07 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 Caspar Asset Management and its competitors. According to the industry distribution chart, Caspar Asset Management ranks #49 out of 1414 companies in the Asset Management industry, placing it in the top 3.5%.
Is Caspar Asset Management's 5-Year RORE % too high?
Caspar Asset Management's current 5-Year RORE % is 321.07. Based on the distribution chart, Caspar Asset Management ranks #49 out of 1414 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Caspar Asset Management has a GF Score™ of 69/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Caspar Asset Management's 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caspar Asset Management ranks #49 out of 1414 companies for 5-Year RORE %. This places Caspar Asset Management in the top 4% of its industry — outperforming the majority of peers. 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 Caspar Asset Management and its competitors. Caspar Asset Management's current 5-Year RORE % is 321.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caspar Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Caspar Asset Management (WAR:CSR) is currently considered Possible Value Trap. The stock's GF Value™ is zł12.90, compared to a current price of zł5.65 — trading 56.2% below its estimated fair value. The current 5-Year RORE % is 321.07. Caspar Asset Management's overall GF Score™ is 69/100 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 Caspar Asset Management (WAR:CSR), the current 5-Year RORE % is 321.07 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 Caspar Asset Management (WAR:CSR) Overvalued in 2026?

Based on GuruFocus' analysis, Caspar Asset Management stock appears to be undervalued. The current stock price of zł5.65 is trading 56.2% below its estimated GF Value™ of zł12.90. GuruFocus considers Caspar Asset Management to be Possible Value Trap.

Key valuation signals for WAR:CSR:

  • 5-Year RORE %: 321.07
  • GF Value™: zł12.90 vs. price of zł5.65 (56.2% below fair value)
  • GF Score™: 69/100 with 4 warning signs

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


Caspar Asset Management Business Description

Address ulica Połwiejska 32, Poznan, POL, 61-888
Caspar Asset Management SA is an asset management company. The company offers asset management services such as investment advice, asset administration to individuals and institutional investors in Poland.
69GF Score

Get the complete analysis for WAR:CSR

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

zł5.65
Price
zł12.90
GF Value