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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
GBX —+0.00 (+0.00%) Previous close · LSE
Market cap 125.47M
Reward Ratingⓘ35 Moderate reward assessment · 75% data coverage
Bottom 5% of stocksView factors
Risk Ratingⓘ52 Moderate risk assessment
Risk factors availableUnlock 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.
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.

AI Brief Pro

The brief on Montanaro UK Smaller Companies Investment Trust PLC

The story behind the price, the case for and against, and what could go wrong. Open a part to read it.

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 125.47M, and a P/E ratio of 19.0x.

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)

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap125.47M
P/E Ratio19.0356
Dividend Yield5.84%
Beta0.876
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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