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Equity
Herald Investment Trust(HRI)
GBX --+0.00%
Reward76High
Risk17Low
📊75%Data
Strong 67% profit margin · Revenue down 72% YoY
HRI
+0.0 · +0.00%
GBX · LSE
Herald Investment Trust | Financial Services
Quality Compounder
Market Cap:1.19Bn
ℹ️
Reward Rating
76
High
Top 10% (model universe)
75% data coverage
ℹ️
Risk Rating
17
Low
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 HRI 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 Herald Investment Trust?

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

HRI · Verdict

Strong reward · low risk

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

Based on 88% data coverage

HRI · Verdict

What’s working & what to watch

Strengths 6

  • Balance sheet100/100

    Current ratio 82.83

  • Growth91/100

    Top decile vs peers

  • Cash flow89/100

    141% free-cash-flow margin

  • Profitability83/100

    86% net margin · 2% ROE

  • Valuation71/100

    Above average

  • Volatility65/100

    Above average

No major weaknesses flagged.

Model-based scoring. For information only — 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 1.19B, and a P/E ratio of 36.5x.

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
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: High (76)

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

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap1.19B
P/E Ratio36.4706
Dividend YieldN/A
52 Week High2660
52 Week Low1682
Last AnnualDecember
IPO DateN/A
IncorporatedUK
Shares Outstanding48M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.624
CurrencyGBX · Reports in GBP
Websitewww.heralduk.com/funds/herald-investment-t
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