Openbookopenbook
Equity
MTU
+0.0 · +0.00%
GBX · LSE

Montanaro UK Smaller Companies Investment Trust PLC(MTU) Stock Analysis | Financial Services

GBX --+0.00%
Reward35Moderate
Risk52Moderate
75%Data
5.8% dividend yield · Revenue growing 17% YoY
Dividend King
Market Cap:125.69M
ⓘ
Reward Rating
35
Moderate
Reward Assessment
75% data coverage
Bottom 5% of stocksView factors
ⓘ
Risk Rating
52
Moderate
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 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.
New listing — limited trading history
Fundamental and analyst data are available for MTU, 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 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 — growth and profitability weigh on the model output.

Based on 88% data coverage

MTU · Verdict

What’s working & what to watch

Watchouts 2

  • Growth13/100

    Revenue -67.9% CAGR

  • Profitability43/100

    -17% net margin · -7% ROE

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 125.69M, and a P/E ratio of 17.8x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Profitability metrics are mixed — margins may be under pressure.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (35)

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.

Similar stocks to compare

A short list of Asset Management names that are close enough in size to make side-by-side comparison useful.

SECMicro Cap / 120M market cap
Strategic Equity Capital Closed Fund
Compare
SHRSMicro Cap / 120M market cap
Shires Income
Compare
CHIBMicro Cap / 133M market cap
CT UK High Income Trust Plc
Compare
All Financial Services stocks →
Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap125.69M
P/E Ratio17.7534
Dividend Yield5.84%
Beta0.876
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.