INV Stock Overview
The Investment Company plc is a small registered, self-managed closed-ended balanced fund.
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
The Investment Company plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£3.15 |
| 52 Week High | UK£3.50 |
| 52 Week Low | UK£2.80 |
| Beta | 0.25 |
| 1 Month Change | 0.96% |
| 3 Month Change | 1.61% |
| 1 Year Change | -1.56% |
| 3 Year Change | 3.62% |
| 5 Year Change | 3.96% |
| Change since IPO | 570.21% |
Recent News & Updates
Recent updates
Shareholder Returns
| INV | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 0.3% | -1.7% | -0.7% |
| 1Y | -1.6% | 8.3% | -1.8% |
Return vs Industry: INV underperformed the UK Capital Markets industry which returned 8.5% over the past year.
Return vs Market: INV matched the UK Market which returned -2.4% over the past year.
Price Volatility
| INV volatility | |
|---|---|
| INV Average Weekly Movement | 1.3% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 11.5% |
| 10% least volatile stocks in GB Market | 2.6% |
Stable Share Price: INV has not had significant price volatility in the past 3 months.
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 | 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£104.57k |
| Revenue (TTM) | UK£446.29k |
55.3x
P/E Ratio13.0x
P/S RatioIs INV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| INV income statement (TTM) | |
|---|---|
| Revenue | UK£446.29k |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£446.29k |
| Other Expenses | UK£341.71k |
| Earnings | UK£104.57k |
Last Reported Earnings
Dec 31, 2023
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.057 |
| Gross Margin | 100.00% |
| Net Profit Margin | 23.43% |
| Debt/Equity Ratio | 0% |
How did INV perform over the long term?
See historical performance and comparison