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Equity
Tavistock Investments Plc(TAVI)
GBX --+0.00%
Reward38Moderate
Risk35Moderate
📊75%Data
Strong 24% profit margin · 2.7% dividend yield · Revenue down 44% YoY
TAVI
+0.0 · +0.00%
GBX · LSE
Tavistock Investments Plc | Financial Services
Earnings Deterioration
Market Cap:16.53M
ℹ️
Reward Rating
38
Moderate
Bottom 5% (model universe)
75% data coverage
ℹ️
Risk Rating
35
Moderate
Risk Assessment
ℹ️

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.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on TAVI 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 for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: 10p.

What is Tavistock Investments Plc?

Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom.

TAVI · Verdict

Limited reward · moderate risk

TAVI stands out on balance sheet and volatility, but watch the growth signal.

Based on 88% data coverage

TAVI · Verdict

What’s working & what to watch

Strengths 2

  • Balance sheet86/100

    Current ratio 3.43

  • Volatility75/100

    Above average

Watchouts 2

  • Growth25/100

    Rev -1.4% CAGR · earnings -39.1%

  • Profitability39/100

    21% net margin · 15% ROE

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

What is Tavistock Investments Plc?

Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom. The company offers wealth and portfolio management services; and life insurance and critical illness policies to higher net worth private clients. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 16.53M, and a P/E ratio of 3.8x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue growth is subdued, limiting near-term earnings expansion.
💰 Profitability
Thin or inconsistent margins weigh on earnings quality.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (38)

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

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap16.53M
P/E Ratio3.75
Dividend Yield2.67%
52 Week High6.6361
52 Week Low3.1
Last AnnualMarch
IPO Date4/30/2004
IncorporatedUK
Shares Outstanding441M
No. of Employees161
IndustryCapital Markets
ExchangeLSE
Beta-0.575
CurrencyGBX
Websitetavistockinvestments.com
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