Investment Company (The) PLC is engaged in the investment of equity securities. Its investment objective is to increase capital growth for shareholders over the long term by investing in good quality, quoted, UK small and mid-cap companies. The company is engaged in a single segment of the investment business.

Financial Strength

8/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	No Debt
Equity-to-Asset	0.97
Debt-to-EBITDA	N/A	N/A	N/A
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	13.1
	3-Year EPS without NRI Growth Rate	19.4
	3-Year Book Growth Rate	5.6

Momentum Rank

3/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	86.56
	9-Day RSI	65.05
	14-Day RSI	59.43
	6-1 Month Momentum %	7.08
	12-1 Month Momentum %	29.45

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Average Share Buyback Ratio	27.3
	Shareholder Yield %	-52.39

Profitability Rank

3/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	84.07
	FCF Margin %	-3.07
	ROE %	10.04
	ROA %	9.75
	Years of Profitability over Past 10-Year	7

GF Value Rank

4/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	7.6
	PE Ratio without NRI	7.6
	Shiller PE Ratio	24.28
	PEG Ratio	2.81
	PS Ratio	6.05
	PB Ratio	0.94
	Price-to-Tangible-Book	0.94
	EV-to-Revenue	5.52
	EV-to-FCF	-179.89
	Price-to-Projected-FCF	0.91
	Price-to-Graham-Number	0.56
	Price-to-Net-Cash	188
	FCF Yield %	-0.54
	Forward Rate of Return (Yacktman) %	3.95

Financials (Next Earnings Date:2025-02-28 Est.)

Annual Quarterly TTM

LSE:INV's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Investment Company (The) PLC Executives

Details

GF Value: £8.01

LSE:INV

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Medium warning sign with INV. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil £)	1.205
	EPS (TTM) (£)	0.495
	Beta	0.13
	Volatility %	14.8
	14-Day RSI	59.43
	14-Day ATR (£)	0.017422
	20-Day SMA (£)	3.7535
	12-1 Month Momentum %	29.45
	52-Week Range (£)	2.84 - 3.84
	Shares Outstanding (Mil)	1.84

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Investment Company (The) PLC Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Investment Company (The) PLC Stock Events

Financials Calendars

	Event	Date	Price(£)
No Event Data

Investment Company (The) PLC Frequently Asked Questions

What is Investment Company (The) PLC(LSE:INV)'s stock price today?

The current price of LSE:INV is £3.76. The 52 week high of LSE:INV is £3.84 and 52 week low is £2.84.

When is next earnings date of Investment Company (The) PLC(LSE:INV)?

The next earnings date of Investment Company (The) PLC(LSE:INV) is 2025-02-28 Est..

Does Investment Company (The) PLC(LSE:INV) pay dividends? If so, how much?

Investment Company (The) PLC(LSE:INV) does not pay dividend.

Press Release

	Subject	Date
No Press Release

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