INV Stock Overview
A small registered, self-managed closed-ended balanced fund. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Community vs My Fair Value
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The Investment Company plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£0.63 |
| 52 Week High | UK£0.78 |
| 52 Week Low | UK£0.62 |
| Beta | 0.053 |
| 1 Month Change | -5.97% |
| 3 Month Change | -15.09% |
| 1 Year Change | 0.32% |
| 3 Year Change | 0.96% |
| 5 Year Change | 17.54% |
| Change since IPO | 570.21% |
Recent News & Updates
Recent updates
Shareholder Returns
| INV | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -4.9% | -3.1% | -6.3% |
| 1Y | 0.3% | 13.3% | -2.8% |
Return vs Industry: INV underperformed the UK Capital Markets industry which returned 13.3% over the past year.
Return vs Market: INV exceeded the UK Market which returned -2.8% over the past year.
Price Volatility
| INV volatility | |
|---|---|
| INV Average Weekly Movement | 2.1% |
| Capital Markets Industry Average Movement | 4.7% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in GB Market | 10.3% |
| 10% least volatile stocks in GB Market | 3.1% |
Stable Share Price: INV has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: INV's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1868 | n/a | n/a | www.mitongroup.com/index.php/private-investors/funds/investment-trusts/income/the-investment-company/# |
The Investment Company plc is a small registered, self-managed closed-ended balanced fund. The fund invests in the public equity and fixed income markets across the United Kingdom. It primarily invests in a portfolio of equities, preference shares, loans, stocks, and long-term debentures.
The Investment Company plc Fundamentals Summary
| INV fundamental statistics | |
|---|---|
| Market cap | UK£5.79m |
| Earnings (TTM) | UK£740.63k |
| Revenue (TTM) | UK£924.75k |
7.8x
P/E Ratio6.3x
P/S RatioIs INV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INV income statement (TTM) | |
|---|---|
| Revenue | UK£924.75k |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£924.75k |
| Other Expenses | UK£184.12k |
| Earnings | UK£740.63k |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.081 |
| Gross Margin | 100.00% |
| Net Profit Margin | 80.09% |
| Debt/Equity Ratio | 0% |
How did INV perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/11 23:29 |
| End of Day Share Price | 2025/04/11 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/06/30 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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.
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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 Investment Company 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.