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Edinburgh Worldwide Investment Trust LSE:EWI Stock Report

Last Price

UK£1.40

Market Cap

UK£536.6m

7D

-3.8%

1Y

-8.4%

Updated

17 Apr, 2024

Data

Company Financials

Edinburgh Worldwide Investment Trust plc

LSE:EWI Stock Report

Market Cap: UK£536.6m

EWI Stock Overview

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

EWI fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance0/6
Financial Health2/6
Dividends0/6

Edinburgh Worldwide Investment Trust plc Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for Edinburgh Worldwide Investment Trust
Historical stock prices
Current Share PriceUK£1.40
52 Week HighUK£1.58
52 Week LowUK£1.21
Beta0.78
1 Month Change-3.05%
3 Month Change-4.11%
1 Year Change-8.38%
3 Year Change-60.11%
5 Year Change-25.69%
Change since IPO233.33%

Recent News & Updates

Recent updates

Shareholder Returns

EWIGB Capital MarketsGB Market
7D-3.8%-1.3%-1.4%
1Y-8.4%8.5%-2.4%

Return vs Industry: EWI underperformed the UK Capital Markets industry which returned 10.2% over the past year.

Return vs Market: EWI underperformed the UK Market which returned -1% over the past year.

Price Volatility

Is EWI's price volatile compared to industry and market?
EWI volatility
EWI Average Weekly Movement2.5%
Capital Markets Industry Average Movement4.1%
Market Average Movement4.9%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market2.7%

Stable Share Price: EWI has not had significant price volatility in the past 3 months.

Volatility Over Time: EWI's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1998n/an/awww.bailliegifford.com/en/uk/individual-investors/funds/edinburgh-worldwide-investment-trust

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors.

Edinburgh Worldwide Investment Trust plc Fundamentals Summary

How do Edinburgh Worldwide Investment Trust's earnings and revenue compare to its market cap?
EWI fundamental statistics
Market capUK£536.61m
Earnings (TTM)-UK£182.57m
Revenue (TTM)n/a

-3.1x

P/S Ratio

-2.9x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EWI income statement (TTM)
Revenue-UK£173.85m
Cost of RevenueUK£0
Gross Profit-UK£173.85m
Other ExpensesUK£8.72m
Earnings-UK£182.57m

Last Reported Earnings

Oct 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)-0.48
Gross Margin100.00%
Net Profit Margin105.01%
Debt/Equity Ratio17.7%

How did EWI perform over the long term?

See historical performance and comparison
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