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Witan Investment Trust BATS-CHIXE:WTANL Stock Report

Last Price

UK£2.65

Market Cap

UK£1.6b

7D

0%

1Y

18.1%

Updated

10 Oct, 2024

Data

Company Financials

Witan Investment Trust plc

BATS-CHIXE:WTANL Stock Report

Market Cap: UK£1.6b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

WTANL Stock Overview

A closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. More details

WTANL fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance4/6
Financial Health4/6
Dividends0/6

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Witan Investment Trust plc Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of share price highs, lows and changes for Witan Investment Trust
Historical stock prices
Current Share PriceUK£2.65
52 Week HighUK£2.76
52 Week LowUK£2.11
Beta0.70
1 Month Change1.05%
3 Month Change-2.49%
1 Year Change18.08%
3 Year Change8.96%
5 Year Change23.31%
Change since IPO177.89%

Recent News & Updates

Recent updates

Shareholder Returns

WTANLGB Capital MarketsGB Market
7D0%-0.5%0.3%
1Y18.1%19.0%0.1%

Return vs Industry: WTANL underperformed the UK Capital Markets industry which returned 26.3% over the past year.

Return vs Market: WTANL exceeded the UK Market which returned 7% over the past year.

Price Volatility

Is WTANL's price volatile compared to industry and market?
WTANL volatility
WTANL Average Weekly Movement2.2%
Capital Markets Industry Average Movement5.0%
Market Average Movement5.8%
10% most volatile stocks in GB Market11.1%
10% least volatile stocks in GB Market3.2%

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

Volatility Over Time: WTANL's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19096Andrew L. Bellwww.witan.com

Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. The fund is co-managed by Artemis Investment Management LLP, Lindsell Train Limited, Heronbridge Investment Management LLP, MFS International (UK) Limited, Veritas Asset Management LLP, Lansdowne Partners (UK) LLP, Marathon Asset Management, LLP, Matthews International Capital Management, LLC, Trilogy Global Advisors, LLC, Pzena Investment Management LLC, Tweedy, Browne Company LLC, and GQG Partners, LLC. It invests in public equity markets across the globe.

Witan Investment Trust plc Fundamentals Summary

How do Witan Investment Trust's earnings and revenue compare to its market cap?
WTANL fundamental statistics
Market capUK£1.58b
Earnings (TTM)UK£220.34m
Revenue (TTM)UK£246.38m

7.1x

P/E Ratio

6.4x

P/S Ratio

Is WTANL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WTANL income statement (TTM)
RevenueUK£246.38m
Cost of RevenueUK£0
Gross ProfitUK£246.38m
Other ExpensesUK£26.04m
EarningsUK£220.34m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)0.37
Gross Margin100.00%
Net Profit Margin89.43%
Debt/Equity Ratio9.5%

How did WTANL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/10/10 15:04
End of Day Share Price 2024/09/30 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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

Witan Investment Trust plc is covered by 1 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.

AnalystInstitution
Stephen PetersCharles Stanley & Co. Ltd.