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Equity
HRI
+0.0 Ā· +0.00%
GBX Ā· LSE

Herald Investment Trust(HRI) Stock Analysis | Financial Services

GBX --+0.00%
Reward80High
Risk25Low
75%Data
Strong 97% profit margin Ā· Revenue growing 815% YoY
Quality Compounder
Market Cap:572.15M
ā“˜
Reward Rating
80
High
Reward Assessment
75% data coverage
Top 5% of stocksView factors
ā“˜
Risk Rating
25
Low
Risk Assessment
1 metric flaggedView details

Educational tool only ā€“ 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.

Educational tool only Ā· More
Limited data coverage
We don't have enough public data on HRI to score it reliably yet ā€” Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock ā€” 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.
New listing ā€” limited trading history
Fundamental and analyst data are available for HRI, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have ā€” try the Chart tab.
Earnings Ex-dividend

Market Performance

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

What is Herald Investment Trust?

Herald Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Herald Investment Management Limited.

HRI Ā· Verdict

Strong reward Ā· low risk

HRI scores well on balance sheet and profitability with no major weaknesses flagged in the model.

Based on 88% data coverage

HRI Ā· Verdict

Whatā€™s working & what to watch

Strengths 6

  • Balance sheet100/100

    Current ratio 82.83

  • Profitability97/100

    91% net margin Ā· 29% ROE

  • Growth91/100

    Top decile vs peers

  • Valuation78/100

    Above average

  • Cash flow75/100

    150% free-cash-flow margin

  • Volatility65/100

    Above average

No major weaknesses flagged.

Model-based scoring. For information only ā€” not financial advice.

What is Herald Investment Trust?

Herald Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Herald Investment Management Limited. It invests in public equity markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 572.15M, and a P/E ratio of 3.3x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Currently trading below intrinsic value estimates, suggesting upside potential.

OpenBook Logo Analysis

Reward: High (80)

The scoring profile indicates a strong reward potential, driven primarily by profitability and growth. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap572.15M
P/E Ratio3.3464
Dividend YieldN/A
Beta0.693
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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