INV Stock Overview
The Investment Company plc is a closed-ended balanced fund launched and managed Fiske Plc.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
The Investment Company plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£3.35 |
| 52 Week High | UK£3.50 |
| 52 Week Low | UK£2.46 |
| Beta | 0.28 |
| 1 Month Change | 0% |
| 3 Month Change | -1.47% |
| 1 Year Change | 19.22% |
| 3 Year Change | 27.86% |
| 5 Year Change | 2.76% |
| Change since IPO | 612.77% |
Recent News & Updates
Recent updates
Shareholder Returns
| INV | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 0% | -0.6% | -0.4% |
| 1Y | 19.2% | 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
| INV volatility | |
|---|---|
| INV Average Weekly Movement | 1.1% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in GB Market | 11.3% |
| 10% least volatile stocks in GB Market | 2.4% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1868 | n/a | n/a | https://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
| INV fundamental statistics | |
|---|---|
| Market Cap | UK£6.15m |
| Earnings (TTM) | UK£360.82k |
| Revenue (TTM) | UK£538.83k |
17.1x
P/E Ratio11.4x
P/S RatioIs INV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INV income statement (TTM) | |
|---|---|
| Revenue | UK£538.83k |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£538.83k |
| Other Expenses | UK£178.02k |
| Earnings | UK£360.82k |
Last Reported Earnings
Dec 31, 2022
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.20 |
| Gross Margin | 100.00% |
| Net Profit Margin | 66.96% |
| Debt/Equity Ratio | 0% |
How did INV perform over the long term?
See historical performance and comparison