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Equity
NSI
+0.0 · +0.00%
GBX · LSE

New Star Investment Trust plc(NSI) Stock Analysis | Financial Services

GBX --+0.00%
Reward72High
Risk17Low
75%Data
Strong 89% profit margin · 2.5% dividend yield · Revenue growing 874% YoY
Quality Compounder
Market Cap:100.85M
ⓘ
Reward Rating
72
High
Reward Assessment
75% data coverage
Top 25% of stocksView factors
ⓘ
Risk Rating
17
Low
Risk Assessment
3 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 NSI 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 NSI, 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 New Star Investment Trust plc?

New Star Investment Trust plc is a closed ended balanced mutual fund of funds launched and managed by Brompton Asset Management LLP.

NSI · Verdict

Strong reward · low risk

NSI scores well on volatility and growth with no major weaknesses flagged in the model.

Based on 88% data coverage

NSI · Verdict

What’s working & what to watch

Strengths 5

  • Volatility95/100

    Top decile vs peers

  • Growth91/100

    Top decile vs peers

  • Balance sheet86/100

    Current ratio 56.69

  • Profitability76/100

    26% net margin · 11% ROE

  • Cash flow76/100

    14% free-cash-flow margin

No major weaknesses flagged.

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

What is New Star Investment Trust plc?

New Star Investment Trust plc is a closed ended balanced mutual fund of funds launched and managed by Brompton Asset Management LLP. The fund invests in funds which invest in the public equity markets across the globe. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 100.85M, and a P/E ratio of 7.5x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (72)

The scoring profile indicates a strong reward potential, driven primarily by growth and profitability. 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 Cap100.85M
P/E Ratio7.4737
Dividend Yield2.54%
Beta0.085
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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