Quercus TFI (WAR:QRS) 5-Year RORE % : 27.14% (As of Jun. 2026)

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WAR:QRS Quercus TFI SA WAR:QRS
98 GF Score
Price zł13.68
GF Value zł15.16
Valuation Modestly Undervalued
! 1 Warning Sign
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What is Quercus TFI 5-Year RORE %?

Quercus TFI WAR:QRS -0.44% 98 5-Year RORE % is 27.14 as of Jun. 2026. GuruFocus rates WAR:QRS with a GF Score™ of 98/100 and a GF Value™ of zł15.16 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 1,407 Asset Management companies, Quercus TFI ranks better than 68.09% 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. Quercus TFI's 5-Year RORE % for the quarter that ended in Jun. 2026 was 27.14%.

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

WAR:QRS's 5-Year RORE % is ranked better than
68.09% of 1407 companies
in the Asset Management industry
Industry Median: 1 vs WAR:QRS: 27.14

Quercus TFI  (WAR:QRS) 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.


Quercus TFI 5-Year RORE % Related Terms


Quercus TFI 5-Year RORE % Historical Data

* Premium members only.

The historical data trend for Quercus TFI'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.

Quercus TFI 5-Year RORE % Chart

Quercus TFI 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 36.10 36.10 14.82 24.88 14.46

Quercus TFI Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 19.11 21.01 14.46 7.56 27.14

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

For the Asset Management subindustry, Quercus TFI'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.


Quercus TFI 5-Year RORE % vs Asset Management Industry

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

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


WAR:QRS
98GF Score
Quercus TFI SA WAR:QRS
5-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Quercus TFI 5-Year RORE % Calculation

Quercus TFI's 5-Year RORE % for the quarter that ended in Jun. 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 )
=( 2.046-0.57 )/( 5.439-0 )
=1.476/5.439
=27.14 %

* 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 Jun. 2026 and 5-year before.

Frequently Asked Questions Learn more about 5-Year RORE % →
What does a 5-Year RORE % of 27.14 mean?
Quercus TFI (WAR:QRS) has a 5-Year RORE % of 27.14 as of Jun. 2026. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Quercus TFI and its competitors. According to the industry distribution chart, Quercus TFI ranks #449 out of 1407 companies in the Asset Management industry, placing it in the top 31.9%.
Is Quercus TFI's 5-Year RORE % too high?
Quercus TFI's current 5-Year RORE % is 27.14. The Asset Management industry median 5-Year RORE % is 1.00. Quercus TFI's value of 27.14 is 2614% above this industry median. Based on the distribution chart, Quercus TFI ranks #449 out of 1407 companies in the Asset Management industry, which is above the industry midpoint. Overall, Quercus TFI has a GF Score™ of 98/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Quercus TFI's 5-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Quercus TFI ranks #449 out of 1407 companies for 5-Year RORE %. This puts Quercus TFI in the upper half of its industry. The industry median 5-Year RORE % is 1.00. Quercus TFI's value of 27.14 is 2614% 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 Asset Management company?
The median 5-Year RORE % among Asset Management companies is 1.00, based on 1,407 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. Quercus TFI's current 5-Year RORE % of 27.14 is 2614% 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 Quercus TFI and its competitors. For the Asset Management industry, the median 5-Year RORE % is 1.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Quercus TFI's current 5-Year RORE % is 27.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Quercus TFI stock overvalued right now?
Based on GuruFocus' analysis, Quercus TFI (WAR:QRS) is currently considered Modestly Undervalued. The stock's GF Value™ is zł15.16, compared to a current price of zł13.68 — trading 9.8% below its estimated fair value. The current 5-Year RORE % is 27.14 and 2614% above the Asset Management industry median of 1.00. Quercus TFI's overall GF Score™ is 98/100 with 1 warning sign 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 Quercus TFI (WAR:QRS), the current 5-Year RORE % is 27.14 as of Jun. 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 Quercus TFI (WAR:QRS) Overvalued in 2026?

Based on GuruFocus' analysis, Quercus TFI stock appears to be undervalued. The current stock price of zł13.68 is trading 9.8% below its estimated GF Value™ of zł15.16. GuruFocus considers Quercus TFI to be Modestly Undervalued.

Key valuation signals for WAR:QRS:

  • 5-Year RORE %: 27.14
  • GF Value™: zł15.16 vs. price of zł13.68 (9.8% below fair value)
  • GF Score™: 98/100 with 1 warning sign
  • Industry Position: 2614% above the Asset Management median (#449 of 1407)

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


Quercus TFI Business Description

Other Exchanges 85R:Germany
Address ul. Nowy Swiat 6/12, Warsaw, POL, 00400
Quercus TFI SA is an investment fund company in Poland whose offer is mainly targeted at high net-worth Investors. The products of the company include Quercus Short-Term Debt, Quercus Capital Protection, Quercus Treasury Bonds, Quercus Stable, Quercus Aggressive and Quercus Gold among others.
98GF Score

Get the complete analysis for WAR:QRS

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

zł13.68
Price
zł15.16
GF Value