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Equity
Montanaro UK Smaller Companies Investment Trust PLC(MTU)
GBX --+0.00%
Reward29Low
Risk67Medium-High
📊75%Data
6.4% dividend yield · Revenue growing 17% YoY
MTU
+0.0 · +0.00%
GBX · LSE
Montanaro UK Smaller Companies Investment Trust PLC | Financial Services
Capital Destroyer
Market Cap:116.45M
ℹ️
Reward Rating
29
Low
Bottom 1% (model universe)
75% data coverage
ℹ️
Risk Rating
67
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 MTU 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 Montanaro UK Smaller Companies Investment Trust PLC?

Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Montanaro Investment Managers Ltd.

MTU · Verdict

Limited reward · elevated risk

MTU has limited near-term tailwinds — cash flow and profitability weigh on the model output.

Based on 88% data coverage

MTU · Verdict

What’s working & what to watch

Watchouts 4

  • Cash flow5/100

    Weak vs peers

  • Profitability10/100

    -7% return on equity

  • Growth18/100

    Earnings -20.0% CAGR

  • Balance sheet44/100

    Current ratio 7.07

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

What is Montanaro UK Smaller Companies Investment Trust PLC?

Montanaro UK Smaller Companies Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Montanaro Investment Managers Ltd. It invests in the public equity markets of the United Kingdom. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 116.45M, and a P/E ratio of 16.7x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Thin or inconsistent margins weigh on earnings quality.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Low (29)

The scoring profile indicates weak reward characteristics across most factors, including valuation and momentum. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap116.45M
P/E Ratio16.6532
Dividend Yield6.41%
52 Week High106.5
52 Week Low80.259
Last AnnualMarch
IPO DateN/A
IncorporatedUK
Shares Outstanding116M
No. of EmployeesN/A
IndustryAsset Management
ExchangeLSE
Beta0.859
CurrencyGBX · Reports in GBP
Websitewww.montanarouksmaller.co.uk/
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