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Fidelity Special Values (LSE:FSV) Pretax Margin % : 98.78% (As of Feb. 2024)


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What is Fidelity Special Values Pretax Margin %?

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Fidelity Special Values's Pre-Tax Income for the six months ended in Feb. 2024 was £37.83 Mil. Fidelity Special Values's Revenue for the six months ended in Feb. 2024 was £38.30 Mil. Therefore, Fidelity Special Values's pretax margin for the quarter that ended in Feb. 2024 was 98.78%.

The historical rank and industry rank for Fidelity Special Values's Pretax Margin % or its related term are showing as below:

LSE:FSV' s Pretax Margin % Range Over the Past 10 Years
Min: 96.58   Med: 98.8   Max: 171.9
Current: 171.9


LSE:FSV's Pretax Margin % is ranked better than
93.46% of 1666 companies
in the Asset Management industry
Industry Median: 90.905 vs LSE:FSV: 171.90

Fidelity Special Values Pretax Margin % Historical Data

The historical data trend for Fidelity Special Values's Pretax Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Fidelity Special Values Pretax Margin % Chart

Fidelity Special Values Annual Data
Trend Aug14 Aug15 Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 102.52 100.67 99.79 101.98 98.31

Fidelity Special Values Semi-Annual Data
Aug14 Feb15 Aug15 Feb16 Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 101.06 79.21 99.52 101.23 98.78

Competitive Comparison of Fidelity Special Values's Pretax Margin %

For the Asset Management subindustry, Fidelity Special Values's Pretax Margin %, along with its competitors' market caps and Pretax Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Fidelity Special Values's Pretax Margin % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidelity Special Values's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Fidelity Special Values's Pretax Margin % falls into.



Fidelity Special Values Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Fidelity Special Values's Pretax Margin for the fiscal year that ended in Aug. 2023 is calculated as

Pretax Margin=Pre-Tax Income (A: Aug. 2023 )/Revenue (A: Aug. 2023 )
=54.985/55.933
=98.31 %

Fidelity Special Values's Pretax Margin for the quarter that ended in Feb. 2024 is calculated as

Pretax Margin=Pre-Tax Income (Q: Feb. 2024 )/Revenue (Q: Feb. 2024 )
=37.829/38.297
=98.78 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Fidelity Special Values  (LSE:FSV) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Fidelity Special Values Pretax Margin % Related Terms

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Fidelity Special Values (LSE:FSV) Business Description

Traded in Other Exchanges
Address
Millfield Lane, Beech Gate, Lower Kingswood, Fidelity International, Tadworth, Surrey, GBR, KT20 6RP
Fidelity Special Values PLC is an investment trust company operating in the UK. The company's investment objective is to achieve long term capital growth predominantly through investment in UK listed companies. It seeks to meet its investment objective through investment in a diversified portfolio of securities issued by or related to predominantly the UK listed companies across the market capitalization spectrum, and the investment approach is flexible, with positions in large, medium and smaller sized companies. The group may use gearing to enhance long term capital growth using debt and CFDs, depending on the relative cost and availability of those instruments.

Fidelity Special Values (LSE:FSV) Headlines