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INV

Investment LSE:INV Stock Report

Last Price

UK£3.35

Market Cap

UK£6.2m

7D

0%

1Y

19.2%

Updated

23 Sep, 2023

Data

Company Financials

INV Stock Overview

The Investment Company plc is a closed-ended balanced fund launched and managed Fiske Plc.

INV fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance1/6
Financial Health6/6
Dividends0/6

The Investment Company plc Competitors

 

 

 

 

 

 

 

 

 

 

 

 

Price History & Performance

Summary of all time highs, changes and price drops for Investment
Historical stock prices
Current Share PriceUK£3.35
52 Week HighUK£3.50
52 Week LowUK£2.46
Beta0.28
1 Month Change0%
3 Month Change-1.47%
1 Year Change19.22%
3 Year Change27.86%
5 Year Change2.76%
Change since IPO612.77%

Recent News & Updates

Recent updates

Shareholder Returns

INVGB Capital MarketsGB Market
7D0%-0.6%-0.4%
1Y19.2%8.8%5.5%

Return vs Industry: INV exceeded the UK Capital Markets industry which returned 8.7% over the past year.

Return vs Market: INV exceeded the UK Market which returned 5.3% over the past year.

Price Volatility

Is INV's price volatile compared to industry and market?
INV volatility
INV Average Weekly Movement1.1%
Capital Markets Industry Average Movement3.9%
Market Average Movement4.7%
10% most volatile stocks in GB Market11.3%
10% least volatile stocks in GB Market2.4%

Stable Share Price: INV is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 1% a week.

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

About the Company

FoundedEmployeesCEOWebsite
1868n/an/ahttps://www.mitongroup.com/index.php/private-investors/funds/investment-trusts/income/the-investment-company/#

The Investment Company plc is a closed-ended balanced fund launched and managed Fiske Plc. 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

How do Investment's earnings and revenue compare to its market cap?
INV fundamental statistics
Market CapUK£6.15m
Earnings (TTM)UK£360.82k
Revenue (TTM)UK£538.83k

17.1x

P/E Ratio

11.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
INV income statement (TTM)
RevenueUK£538.83k
Cost of RevenueUK£0
Gross ProfitUK£538.83k
Other ExpensesUK£178.02k
EarningsUK£360.82k

Last Reported Earnings

Dec 31, 2022

Next Earnings Date

n/a

Earnings per share (EPS)0.20
Gross Margin100.00%
Net Profit Margin66.96%
Debt/Equity Ratio0%

How did INV perform over the long term?

See historical performance and comparison