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Equity
INV
+0.0 · +0.00%
GBX · LSE

The Investment Company plc(INV) Stock Analysis | Financial Services

GBX --+0.00%
Reward27Low
Risk23Low
75%Data
Revenue down 100% YoY
Earnings Deterioration
Market Cap:10.47M
ⓘ
Reward Rating
27
Low
Reward Assessment
75% data coverage
Bottom 1% of stocksView factors
ⓘ
Risk Rating
23
Low
Risk Assessment
5 metrics flaggedView details

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.

Educational tool only · More
Limited data coverage
We don't have enough public data on INV 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.
New listing — limited trading history
Fundamental and analyst data are available for INV, 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 — 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 The Investment Company plc?

The Investment Company plc is a small registered, self-managed closed-ended balanced fund.

INV · Verdict

Limited reward · low risk

INV stands out on volatility and balance sheet, but watch the valuation signal.

Based on 88% data coverage

INV · Verdict

What’s working & what to watch

Strengths 2

  • Volatility95/100

    Top decile vs peers

  • Balance sheet93/100

    Current ratio 155.07

Watchouts 4

  • Valuation13/100

    Weak vs peers

  • Growth15/100

    Rev -27.9% CAGR · earnings -34.0%

  • Cash flow29/100

    -455% free-cash-flow margin

  • Profitability32/100

    -130% net margin · -3% ROE

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

What is The Investment Company plc?

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. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 10.47M.

Financial Highlights

Investment Breakdown

Growth
Revenue growth is subdued, limiting near-term earnings expansion.
Profitability
Thin or inconsistent margins weigh on earnings quality.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Low (27)

The scoring profile indicates weak reward characteristics across most factors, including momentum and size. 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 Cap10.47M
P/E RatioN/A
Dividend YieldN/A
Beta0.022
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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