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Equity
Edinburgh Worldwide Investment Trust plc(EWI)
GBX --+0.00%
Reward68High
Risk55Medium-High
📊75%Data
Strong 94% profit margin · Revenue growing 424% YoY
EWI
+0.0 · +0.00%
GBX · LSE
Edinburgh Worldwide Investment Trust plc | Financial Services
Quality Compounder
Market Cap:792.08M
ℹ️
Reward Rating
68
High
Top 25% (model universe)
75% data coverage
ℹ️
Risk Rating
55
Medium-High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on EWI to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Edinburgh Worldwide Investment Trust plc?

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

EWI · Verdict

Solid reward · elevated risk

EWI stands out on growth and profitability, but watch the balance sheet signal.

Based on 88% data coverage

EWI · Verdict

What’s working & what to watch

Strengths 3

  • Growth87/100

    Top decile vs peers

  • Profitability75/100

    94% net margin · 25% ROE

  • Volatility65/100

    Above average

Watchouts 3

  • Balance sheet37/100

    Net debt/EBITDA 0.1×

  • Cash flow37/100

    -5% free-cash-flow margin

  • Valuation41/100

    Below average

Model-based scoring. For information only — not financial advice.

What is Edinburgh Worldwide Investment Trust plc?

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 792.08M, and a P/E ratio of 4.7x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (68)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap792.08M
P/E Ratio4.6735
Dividend YieldN/A
52 Week High239.5
52 Week Low133
Last AnnualOctober
IPO DateN/A
IncorporatedUK
Shares Outstanding346M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.695
CurrencyGBX · Reports in GBP
Websitewww.bailliegifford.com/en/uk/individual-in
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