Witan Investment Trust plc

LSE:WTAN Stock Report

Market Cap: UK£1.6b

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Witan Investment Trust Past Earnings Performance

Past criteria checks 4/6

Witan Investment Trust's earnings have been declining at an average annual rate of -6.6%, while the Capital Markets industry saw earnings growing at 8.9% annually. Revenues have been declining at an average rate of 8% per year. Witan Investment Trust's return on equity is 13.4%, and it has net margins of 89.4%.

Key information

-6.61%

Earnings growth rate

-1.45%

EPS growth rate

Capital Markets Industry Growth16.33%
Revenue growth rate-7.99%
Return on equity13.42%
Net Margin89.43%
Last Earnings Update30 Jun 2024

Recent past performance updates

No updates

Recent updates

Revenue & Expenses Breakdown

How Witan Investment Trust makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

LSE:WTAN Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 24246220140
31 Mar 24227201130
31 Dec 23208181120
30 Sep 23201176120
30 Jun 23195170120
31 Mar 23-32-55130
31 Dec 22-259-281130
30 Sep 22-254-275140
30 Jun 22-249-270140
31 Mar 2218-4140
31 Dec 21286263150
30 Sep 21427404150
30 Jun 21568544140
31 Mar 21331295150
31 Dec 209546150
30 Sep 20-5-56150
30 Jun 20-105-158160
31 Mar 20151109170
31 Dec 19408376180
30 Sep 19247215190
30 Jun 198655190
31 Mar 19-24-55180
31 Dec 18-134-164180
30 Sep 1827-3180
30 Jun 18189159180
31 Mar 18267238170
31 Dec 17345317160
30 Sep 17389362150
30 Jun 17432407150
31 Mar 17392367130
31 Dec 16351327110
30 Sep 16246221120
30 Jun 16141115130
31 Mar 1612799150
31 Dec 1511284170
30 Sep 15143116160
30 Jun 15175149160
31 Mar 15147122150
31 Dec 1411995140
30 Sep 14144121140
30 Jun 14170147130
31 Mar 14249225140
31 Dec 13329304150

Quality Earnings: WTAN has high quality earnings.

Growing Profit Margin: WTAN's current net profit margins (89.4%) are higher than last year (87.4%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: WTAN's earnings have declined by 6.6% per year over the past 5 years.

Accelerating Growth: WTAN's earnings growth over the past year (29.6%) exceeds its 5-year average (-6.6% per year).

Earnings vs Industry: WTAN earnings growth over the past year (29.6%) exceeded the Capital Markets industry 6.9%.


Return on Equity

High ROE: WTAN's Return on Equity (13.4%) is considered low.


Return on Assets


Return on Capital Employed

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/10/05 08:52
End of Day Share Price 2024/10/04 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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

Witan Investment Trust plc is covered by 1 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.

AnalystInstitution
Stephen PetersCharles Stanley & Co. Ltd.