Valartis Group AGXSWX:VLRT +2.70%26 5-Year RORE % is 19.02 as of Dec. 2025. GuruFocus rates XSWX:VLRT with a GF Score™ of 26/100. The stock has 2 warning signs investors should review. Among 711 Capital Markets companies, Valartis Group AG ranks better than 65.96% 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.
Valartis Group AG's 5-Year RORE % for the quarter that ended in Dec. 2025 was 19.02%.
The industry rank for Valartis Group AG's 5-Year RORE % or its related term are showing as below:
XSWX:VLRT's 5-Year RORE % is ranked better than 65.96% of 711
companies
in the Capital Markets industry
Industry Median: 7.29
vs XSWX:VLRT: 19.02
Valartis Group AG (XSWX:VLRT) 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.
Valartis Group AG 5-Year RORE % Related Terms
Valartis Group AG 5-Year RORE % Historical Data
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The historical data trend for Valartis Group AG'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.
XSWX:VLRT vs MS, GS, SCHW: 5-Year RORE % Comparison
For the Capital Markets subindustry, Valartis Group AG'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.
Valartis Group AG 5-Year RORE % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Valartis Group AG's 5-Year RORE % distribution charts can be found below:
* The bar in red indicates where Valartis Group AG'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 Dec. 2025 and 5-year before.
Valartis Group AG (XSWX:VLRT) has a 5-Year RORE % of 19.02 as of Dec. 2025. 5-Year RORE % shows how much a company earns by reinvesting its retained earnings in 5-year. View historical data on Valartis Group AG and its competitors. According to the industry distribution chart, Valartis Group AG ranks #242 out of 711 companies in the Capital Markets industry, placing it in the top 34%.
Is Valartis Group AG's 5-Year RORE % too high?
Valartis Group AG's current 5-Year RORE % is 19.02. The Capital Markets industry median 5-Year RORE % is 7.29. Valartis Group AG's value of 19.02 is 160.9% above this industry median. Based on the distribution chart, Valartis Group AG ranks #242 out of 711 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Valartis Group AG has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does Valartis Group AG's 5-Year RORE % compare to MS and GS?
According to the Capital Markets industry distribution chart, Valartis Group AG ranks #242 out of 711 companies for 5-Year RORE %. This puts Valartis Group AG in the upper half of its industry. The industry median 5-Year RORE % is 7.29. Valartis Group AG's value of 19.02 is 160.9% 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 7.29, based on 711 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. Valartis Group AG's current 5-Year RORE % of 19.02 is 160.9% 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 Valartis Group AG and its competitors. For the Capital Markets industry, the median 5-Year RORE % is 7.29 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Valartis Group AG's current 5-Year RORE % is 19.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Valartis Group AG stock overvalued right now?
Valartis Group AG (XSWX:VLRT) has a current 5-Year RORE % of 19.02. The current 5-Year RORE % is 19.02 and 160.9% above the Capital Markets industry median of 7.29. Valartis Group AG's overall GF Score™ is 26/100 with 2 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 Valartis Group AG (XSWX:VLRT), the current 5-Year RORE % is 19.02 as of Dec. 2025. 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.
Valartis Group AG is a financial group. The business lines of the company comprise the activities of Financial Services, Real Estate Project Management, and Equity Investments. It focuses on the comprehensive management of niche funds and investment activities. The company provides corporate finance advisory services for listed and unlisted medium-sized companies. The Real Estate activities consist of the management of profitable commercial and residential properties with the investment in development projects. Geographically, the Group operates in Switzerland, Europe, and Other regions.
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