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JPMorgan European Growth &ome (LSE:JEGI) 3-Year RORE % : -81.00% (As of Sep. 2023)


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What is JPMorgan European Growth &ome 3-Year RORE %?

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. JPMorgan European Growth &ome's 3-Year RORE % for the quarter that ended in Sep. 2023 was -81.00%.

The industry rank for JPMorgan European Growth &ome's 3-Year RORE % or its related term are showing as below:

LSE:JEGI's 3-Year RORE % is ranked worse than
81.41% of 1533 companies
in the Asset Management industry
Industry Median: 2.14 vs LSE:JEGI: -81.00

JPMorgan European Growth &ome 3-Year RORE % Historical Data

The historical data trend for JPMorgan European Growth &ome's 3-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.

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JPMorgan European Growth &ome 3-Year RORE % Chart

JPMorgan European Growth &ome Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -129.22 126.01 464.35 112.19 -67.47

JPMorgan European Growth &ome Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
3-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 155.74 112.19 -10.05 -67.47 -81.00

Competitive Comparison of JPMorgan European Growth &ome's 3-Year RORE %

For the Asset Management subindustry, JPMorgan European Growth &ome's 3-Year RORE %, along with its competitors' market caps and 3-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.


JPMorgan European Growth &ome's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan European Growth &ome's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where JPMorgan European Growth &ome's 3-Year RORE % falls into.



JPMorgan European Growth &ome 3-Year RORE % Calculation

JPMorgan European Growth &ome's 3-Year RORE % for the quarter that ended in Sep. 2023 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.18-0.73 )/( 0.808-0.129 )
=-0.55/0.679
=-81.00 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Sep. 2023 and 3-year before.


JPMorgan European Growth &ome  (LSE:JEGI) 3-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, 3-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.


JPMorgan European Growth &ome 3-Year RORE % Related Terms

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JPMorgan European Growth &ome (LSE:JEGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan European Investment Trust PLC is an investment trust company based in the United Kingdom. The company invests across two categories of investments, which are growth and income. Its investment objective of the growth portfolio is to provide capital growth and a rising share price over the longer term from Continental European investments. The company invests in a diversified portfolio of investments in the stock markets of Continental Europe. Its investment objective of the income portfolio is to provide a growing income together with the potential for long term capital growth by investing in a portfolio of investments that are diversified amongst countries, sectors and market capitalization.

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