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The Heavitree Brewery PLCAIM:HVTA Stock Report

Market Cap UK£11.7m
Share Price
UK£1.60
My Fair Value
UK£0.83
93.0% overvalued intrinsic discount
1Y-8.6%
7D0%
Portfolio Value
View

The Heavitree Brewery PLC

AIM:HVTA Stock Report

Market Cap: UK£11.7m

HVTA Community Fair Values

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The Heavitree Brewery PLC Competitors

Price History & Performance

Summary of share price highs, lows and changes for Heavitree Brewery
Historical stock prices
Current Share PriceUK£1.60
52 Week HighUK£1.95
52 Week LowUK£1.20
Beta-0.14
1 Month Change0%
3 Month Change3.23%
1 Year Change-8.57%
3 Year Change-13.51%
5 Year Change-46.67%
Change since IPO52.38%

Recent News & Updates

Heavitree Brewery (LON:HVTA) Will Pay A Dividend Of £0.0275

Jul 03
Heavitree Brewery (LON:HVTA) Will Pay A Dividend Of £0.0275

Recent updates

Heavitree Brewery (LON:HVTA) Will Pay A Dividend Of £0.0275

Jul 03
Heavitree Brewery (LON:HVTA) Will Pay A Dividend Of £0.0275

Heavitree Brewery (LON:HVTA) Is Increasing Its Dividend To £0.0385

Feb 23
Heavitree Brewery (LON:HVTA) Is Increasing Its Dividend To £0.0385

Is Heavitree Brewery (LON:HVTA) A Risky Investment?

Aug 07
Is Heavitree Brewery (LON:HVTA) A Risky Investment?

Heavitree Brewery's (LON:HVTA) Dividend Will Be £0.0225

Jul 02
Heavitree Brewery's (LON:HVTA) Dividend Will Be £0.0225

The Returns At Heavitree Brewery (LON:HVTA) Aren't Growing

Apr 20
The Returns At Heavitree Brewery (LON:HVTA) Aren't Growing

Be Wary Of Heavitree Brewery (LON:HVTA) And Its Returns On Capital

Nov 10
Be Wary Of Heavitree Brewery (LON:HVTA) And Its Returns On Capital

Heavitree Brewery's (LON:HVTA) Returns On Capital Not Reflecting Well On The Business

Jun 01
Heavitree Brewery's (LON:HVTA) Returns On Capital Not Reflecting Well On The Business

Does Heavitree Brewery (LON:HVTA) Have A Healthy Balance Sheet?

Mar 05
Does Heavitree Brewery (LON:HVTA) Have A Healthy Balance Sheet?

Should We Be Excited About The Trends Of Returns At Heavitree Brewery (LON:HVTA)?

Jan 29
Should We Be Excited About The Trends Of Returns At Heavitree Brewery (LON:HVTA)?

Calculating The Fair Value Of The Heavitree Brewery PLC (LON:HVTA)

Dec 07
Calculating The Fair Value Of The Heavitree Brewery PLC (LON:HVTA)

Shareholder Returns

HVTAGB HospitalityGB Market
7D0%0.3%2.2%
1Y-8.6%0.8%13.4%

Return vs Industry: HVTA underperformed the UK Hospitality industry which returned 0.8% over the past year.

Return vs Market: HVTA underperformed the UK Market which returned 13.4% over the past year.

Price Volatility

Is HVTA's price volatile compared to industry and market?
HVTA volatility
HVTA Average Weekly Movement0.9%
Hospitality Industry Average Movement3.9%
Market Average Movement4.7%
10% most volatile stocks in GB Market10.8%
10% least volatile stocks in GB Market2.4%

Stable Share Price: HVTA has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: HVTA's weekly volatility (1%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
179015Terry Wheatleywww.heavitreebrewery.co.uk

The Heavitree Brewery PLC develops and operates leased and tenanted estate in England. It operates leased and tenanted pub and public houses. The company was founded in 1790 and is based in Exeter, the United Kingdom.

The Heavitree Brewery PLC Fundamentals Summary

How do Heavitree Brewery's earnings and revenue compare to its market cap?
HVTA fundamental statistics
Market capUK£11.72m
Earnings (TTM)UK£1.87m
Revenue (TTM)UK£7.62m
5.7x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HVTA income statement (TTM)
RevenueUK£7.62m
Cost of RevenueUK£4.60m
Gross ProfitUK£3.02m
Other ExpensesUK£1.14m
EarningsUK£1.87m

Last Reported Earnings

Apr 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.28
Gross Margin39.60%
Net Profit Margin24.59%
Debt/Equity Ratio9.1%

How did HVTA perform over the long term?

See historical performance and comparison

Dividends

3.8%
Current Dividend Yield
17%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 16:12
End of Day Share Price 2025/10/03 00:00
Earnings2025/04/30
Annual Earnings2024/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Heavitree Brewery PLC is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.