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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.
Barita Investments's 5-Year RORE % for the quarter that ended in Jun. 2026 was 26.71%.
The industry rank for Barita Investments's 5-Year RORE % or its related term are showing as below:
XJAM:BIL's 5-Year RORE % is ranked better than 69.96% of 719
companies
in the Capital Markets industry
Industry Median: 9.56
vs XJAM:BIL: 26.71
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.
Barita Investments 5-Year RORE % Related Terms
Barita Investments 5-Year RORE % Historical Data
* Premium members only.
The historical data trend for Barita Investments'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.
XJAM:BIL vs MS, GS, SCHW: 5-Year RORE % Comparison
For the Capital Markets subindustry, Barita Investments'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.
Barita Investments 5-Year RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Barita Investments's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where Barita Investments's 5-Year RORE % falls into.
* 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.
Barita Investments (XJAM:BIL) has a 5-Year RORE % of 26.71 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 Barita Investments and its competitors. According to the industry distribution chart, Barita Investments ranks #216 out of 719 companies in the Capital Markets industry, placing it in the top 30%.
Is Barita Investments' 5-Year RORE % too high?
Barita Investments' current 5-Year RORE % is 26.71. The Capital Markets industry median 5-Year RORE % is 9.56. Barita Investments' value of 26.71 is 179.4% above this industry median. Based on the distribution chart, Barita Investments ranks #216 out of 719 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' 5-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #216 out of 719 companies for 5-Year RORE %. This puts Barita Investments in the upper half of its industry. The industry median 5-Year RORE % is 9.56. Barita Investments' value of 26.71 is 179.4% 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 a Capital Markets company?
The median 5-Year RORE % among Capital Markets companies is 9.56, based on 719 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. Barita Investments's current 5-Year RORE % of 26.71 is 179.4% 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 Barita Investments and its competitors. For the Capital Markets industry, the median 5-Year RORE % is 9.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barita Investments's current 5-Year RORE % is 26.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,109.98, compared to a current price of JMD66.10 — trading 99.6% below its estimated fair value. The current 5-Year RORE % is 26.71 and 179.4% above the Capital Markets industry median of 9.56. Barita Investments' overall GF Score™ is 61/100 with 5 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 Barita Investments (XJAM:BIL), the current 5-Year RORE % is 26.71 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 Barita Investments (XJAM:BIL) Overvalued in 2026?
Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued.
The current stock price of JMD66.10 is trading 99.6% below its estimated GF Value™ of JMD17,109.98.
GuruFocus considers Barita Investments to be Possible Value Trap.
Key valuation signals for XJAM:BIL:
5-Year RORE %: 26.71
GF Value™: JMD17,109.98 vs. price of JMD66.10 (99.6% below fair value)
Industry Position: 179.4% above the Capital Markets median (#216 of 719)
No single metric tells the full story. See the XJAM:BIL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barita Investments Ltd is a Jamaican financial services company operating as a licensed securities dealer, investment manager, pension administrator, and cambio operator, and holds primary dealer status with the Bank of Jamaica. Its principal activities include securities brokerage, money market operations, foreign exchange (cambio) services, investment banking, and fund management. The company offers a range of investment products, including unit trust funds, money market and income funds, foreign exchange growth and bond portfolios, real estate and capital growth portfolios, individual retirement schemes, and pension management services. It serves individual and institutional clients, pension funds, and corporate customers, primarily in Jamaica. Barita reports through three segments: Fixed Income, Fund Management, and Other Operations, with the majority of revenue generated from Fixed Income, which encompasses money market activities and securities broking.
61GF Score
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