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Equity
SDV
+0.0 · +0.00%
GBX · LSE

Chelverton UK Dividend Trust PLC(SDV) Stock Analysis | Financial Services

GBX --+0.00%
Reward55Moderate
Risk20Low
75%Data
Strong 87% profit margin · 6.9% dividend yield · Revenue growing 77% YoY
Defensive Anchor
Market Cap:32.22M
ⓘ
Reward Rating
55
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
20
Low
Risk Assessment
2 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 SDV 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 SDV, 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 Chelverton UK Dividend Trust PLC?

Chelverton Small Companies Dividend Trust plc is an open-ended equity mutual fund launched and managed by Chelverton Asset Management Limited.

SDV · Verdict

Solid reward · low risk

SDV stands out on balance sheet and cash flow, but watch the valuation signal.

Based on 88% data coverage

SDV · Verdict

What’s working & what to watch

Strengths 4

  • Balance sheet100/100

    Current ratio 5.12

  • Cash flow80/100

    28% free-cash-flow margin

  • Volatility80/100

    Top decile vs peers

  • Profitability76/100

    92% net margin · 16% ROE

Watchouts 1

  • Valuation45/100

    In line with peers

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

What is Chelverton UK Dividend Trust PLC?

Chelverton Small Companies Dividend Trust plc is an open-ended equity mutual fund launched and managed by Chelverton Asset Management Limited. The fund primarily 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 32.22M, and a P/E ratio of 10.2x.

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: Moderate (55)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. 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 Cap32.22M
P/E Ratio10.194
Dividend Yield6.85%
Beta0.413
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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