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Equity
The Mercantile Investment Trust plc(MRC)
GBX --+0.00%
Reward57Moderate
Risk33Moderate
📊75%Data
Strong 43% profit margin · 3.0% dividend yield · Revenue down 66% YoY
MRC
+0.0 · +0.00%
GBX · LSE
The Mercantile Investment Trust plc | Financial Services
Quality Compounder
Market Cap:1.73Bn
ℹ️
Reward Rating
57
Moderate
Top 50% (model universe)
75% data coverage
ℹ️
Risk Rating
33
Moderate
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 MRC 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 The Mercantile Investment Trust plc?

The Mercantile Investment Trust plc is an open ended equity mutual fund launched and managed by JPMorgan Funds Limited.

MRC · Verdict

Solid reward · moderate risk

MRC scores well on balance sheet and cash flow with no major weaknesses flagged in the model.

Based on 88% data coverage

MRC · Verdict

What’s working & what to watch

Strengths 3

  • Balance sheet76/100

    Current ratio 5.48

  • Cash flow75/100

    28% free-cash-flow margin

  • Growth66/100

    Rev +18.6% CAGR · earnings -3.0%

No major weaknesses flagged.

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

What is The Mercantile Investment Trust plc?

The Mercantile Investment Trust plc is an open ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 1.73B, and a P/E ratio of 84.7x.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (57)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap1.73B
P/E Ratio84.6667
Dividend Yield3.04%
52 Week High272
52 Week Low188.2687
Last AnnualJanuary
IPO DateN/A
IncorporatedUK
Shares Outstanding680M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta1.098
CurrencyGBX · Reports in GBP
Websiteam.jpmorgan.co.uk/investment-trusts/trusts
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