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Equity
SSON
+0.0 · +0.00%
GBX · LSE

Smithson Investment Trust PLC(SSON) Stock Analysis | Financial Services

GBX --+0.00%
Reward39Moderate
Risk45Moderate
75%Data
Value Trap
Market Cap:1.54Bn
ⓘ
Reward Rating
39
Moderate
Reward Assessment
75% data coverage
Bottom 5% of stocksView factors
ⓘ
Risk Rating
45
Moderate
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 SSON 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 SSON, 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 Smithson Investment Trust PLC?

Smithson Investment Trust plc is a closed ended equity fund launched and managed by Fundsmith LLP.

SSON · Verdict

Limited reward · moderate risk

SSON's standout is balance sheet; growth and cash flow weigh on the picture.

Based on 88% data coverage

SSON · Verdict

What’s working & what to watch

Strengths 1

  • Balance sheet74/100

    Current ratio 0.00

Watchouts 2

  • Growth18/100

    Earnings -59.8% CAGR

  • Cash flow38/100

    -37% net margin

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

What is Smithson Investment Trust PLC?

Smithson Investment Trust plc is a closed ended equity fund launched and managed by Fundsmith LLP. The fund invests public equity markets of United Kingdom. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 1.54B.

Financial Highlights

Investment Breakdown

Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (39)

The scoring profile indicates weak reward characteristics across most factors, including profitability and valuation. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap1.54B
P/E RatioN/A
Dividend YieldN/A
Beta1.02
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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