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Also traded in: UK

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash-to-Debt No Debt
JPIVF's Cash-to-Debt is ranked higher than
85% of the 1565 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. JPIVF: No Debt )
Ranked among companies with meaningful Cash-to-Debt only.
JPIVF' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.03  Med: No Debt Max: No Debt
Current: No Debt
Equity-to-Asset 1.00
JPIVF's Equity-to-Asset is ranked higher than
97% of the 1449 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. JPIVF: 1.00 )
Ranked among companies with meaningful Equity-to-Asset only.
JPIVF' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.92  Med: 0.99 Max: 1
Current: 1
0.92
1
Debt-to-EBITDA 0.30
JPIVF's Debt-to-EBITDA is ranked higher than
82% of the 694 Companies
in the Global Asset Management industry.

( Industry Median: 1.84 vs. JPIVF: 0.30 )
Ranked among companies with meaningful Debt-to-EBITDA only.
JPIVF' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0.26 Max: 0.37
Current: 0.3
0
0.37
Interest Coverage 308.07
JPIVF's Interest Coverage is ranked lower than
51% of the 1445 Companies
in the Global Asset Management industry.

( Industry Median: 399.93 vs. JPIVF: 308.07 )
Ranked among companies with meaningful Interest Coverage only.
JPIVF' s Interest Coverage Range Over the Past 10 Years
Min: 73.68  Med: 242.75 Max: 20059.83
Current: 308.07
73.68
20059.83
WACC vs ROIC
-0.03%
28.28%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating Margin % 96.20
JPIVF's Operating Margin % is ranked higher than
89% of the 1479 Companies
in the Global Asset Management industry.

( Industry Median: 49.37 vs. JPIVF: 96.20 )
Ranked among companies with meaningful Operating Margin % only.
JPIVF' s Operating Margin % Range Over the Past 10 Years
Min: 74.19  Med: 95.96 Max: 111.82
Current: 96.2
74.19
111.82
Net Margin % 96.12
JPIVF's Net Margin % is ranked higher than
86% of the 1480 Companies
in the Global Asset Management industry.

( Industry Median: 44.88 vs. JPIVF: 96.12 )
Ranked among companies with meaningful Net Margin % only.
JPIVF' s Net Margin % Range Over the Past 10 Years
Min: 74.19  Med: 95.92 Max: 111.82
Current: 96.12
74.19
111.82
ROE % 28.80
JPIVF's ROE % is ranked higher than
91% of the 1571 Companies
in the Global Asset Management industry.

( Industry Median: 7.29 vs. JPIVF: 28.80 )
Ranked among companies with meaningful ROE % only.
JPIVF' s ROE % Range Over the Past 10 Years
Min: -34.77  Med: 18.72 Max: 39.88
Current: 28.8
-34.77
39.88
ROA % 27.67
JPIVF's ROA % is ranked higher than
94% of the 1602 Companies
in the Global Asset Management industry.

( Industry Median: 4.08 vs. JPIVF: 27.67 )
Ranked among companies with meaningful ROA % only.
JPIVF' s ROA % Range Over the Past 10 Years
Min: -34.14  Med: 17.69 Max: 38.97
Current: 27.67
-34.14
38.97
GuruFocus has detected 3 Warning Signs with JPMorgan Indian Investment Trust PLC JPIVF.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» JPIVF's 30-Y Financials

Financials (Next Earnings Date: 2017-12-15)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

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Business Description

Industry: Asset Management » Asset Management  
Compare:LSE:ARW, LSE:APAX, TSX:FSZ, NAS:TCPC, LSE:JEO, LSE:SDP, MEX:GPROFUT, XSGO:AFPCAPITAL, LSE:FCS, TSX:UNC, LSE:LWDB, LSE:HRI, XSWX:LEON, ARCA:PSLV, LSE:BBGI, NYSE:NMFC, LSE:WPCT, LSE:BTEM, LSE:SCIN, NAS:SLRC » details
Traded in other countries:JII.UK,
Headquarter Location:UK
JPMorgan Indian Investment Trust PLC is an investment trust. The company's investment objective is to achieve capital growth from investments in India.

JPMorgan Indian Investment Trust PLC is an investment trust which focuses purely on Indian companies, providing access to India's long-term growth potential through locally based investment expertise. Its investment objective is to achieve capital growth from investments in India. In seeking to achieve this objective the company employs JPMF to actively manage the company's assets. The company aims to outperform the MSCI India Index. The Fund invests in both Indian and non-Indian companies which derive a material part of their revenues from India.

Ratios

vs
industry
vs
history
PE Ratio 7.18
JPIVF's PE Ratio is ranked higher than
91% of the 1198 Companies
in the Global Asset Management industry.

( Industry Median: 11.52 vs. JPIVF: 7.18 )
Ranked among companies with meaningful PE Ratio only.
JPIVF' s PE Ratio Range Over the Past 10 Years
Min: 1.46  Med: 3.67 Max: 25.03
Current: 7.18
1.46
25.03
PE Ratio without NRI 7.20
JPIVF's PE Ratio without NRI is ranked higher than
91% of the 1201 Companies
in the Global Asset Management industry.

( Industry Median: 11.76 vs. JPIVF: 7.20 )
Ranked among companies with meaningful PE Ratio without NRI only.
JPIVF' s PE Ratio without NRI Range Over the Past 10 Years
Min: 1.46  Med: 3.67 Max: 25.03
Current: 7.2
1.46
25.03
PB Ratio 1.84
JPIVF's PB Ratio is ranked higher than
68% of the 1557 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. JPIVF: 1.84 )
Ranked among companies with meaningful PB Ratio only.
JPIVF' s PB Ratio Range Over the Past 10 Years
Min: 0.48  Med: 0.87 Max: 1.84
Current: 1.84
0.48
1.84
PS Ratio 8.67
JPIVF's PS Ratio is ranked higher than
64% of the 1312 Companies
in the Global Asset Management industry.

( Industry Median: 5.77 vs. JPIVF: 8.67 )
Ranked among companies with meaningful PS Ratio only.
JPIVF' s PS Ratio Range Over the Past 10 Years
Min: 1.4  Med: 3.42 Max: 18.56
Current: 8.67
1.4
18.56
Price-to-Operating-Cash-Flow 1033.96
JPIVF's Price-to-Operating-Cash-Flow is ranked lower than
99% of the 800 Companies
in the Global Asset Management industry.

( Industry Median: 17.26 vs. JPIVF: 1033.96 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
JPIVF' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 413.57  Med: 494.29 Max: 1033.96
Current: 1033.96
413.57
1033.96
EV-to-EBIT 3.66
JPIVF's EV-to-EBIT is ranked higher than
86% of the 1145 Companies
in the Global Asset Management industry.

( Industry Median: 9.97 vs. JPIVF: 3.66 )
Ranked among companies with meaningful EV-to-EBIT only.
JPIVF' s EV-to-EBIT Range Over the Past 10 Years
Min: 1.4  Med: 3.6 Max: 24.9
Current: 3.66
1.4
24.9
EV-to-EBITDA 3.66
JPIVF's EV-to-EBITDA is ranked higher than
85% of the 1169 Companies
in the Global Asset Management industry.

( Industry Median: 9.23 vs. JPIVF: 3.66 )
Ranked among companies with meaningful EV-to-EBITDA only.
JPIVF' s EV-to-EBITDA Range Over the Past 10 Years
Min: 1.4  Med: 3.6 Max: 24.9
Current: 3.66
1.4
24.9
EV-to-Revenue 3.52
JPIVF's EV-to-Revenue is ranked higher than
71% of the 1289 Companies
in the Global Asset Management industry.

( Industry Median: 5.55 vs. JPIVF: 3.52 )
Ranked among companies with meaningful EV-to-Revenue only.
JPIVF' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.3  Med: 3.5 Max: 18.5
Current: 3.52
1.3
18.5
Shiller PE Ratio 29.15
JPIVF's Shiller PE Ratio is ranked higher than
74% of the 436 Companies
in the Global Asset Management industry.

( Industry Median: 20.29 vs. JPIVF: 29.15 )
Ranked among companies with meaningful Shiller PE Ratio only.
JPIVF' s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.78  Med: 12.49 Max: 29.15
Current: 29.15
9.78
29.15

Buy Back

vs
industry
vs
history

Valuation & Return

vs
industry
vs
history
Price-to-Net-Cash 183.00
JPIVF's Price-to-Net-Cash is ranked lower than
98% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: 4.39 vs. JPIVF: 183.00 )
Ranked among companies with meaningful Price-to-Net-Cash only.
JPIVF' s Price-to-Net-Cash Range Over the Past 10 Years
Min: 17.24  Med: 71.5 Max: 383
Current: 183
17.24
383
Price-to-Tangible-Book 0.95
JPIVF's Price-to-Tangible-Book is ranked higher than
69% of the 1490 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. JPIVF: 0.95 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
JPIVF' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.85  Med: 0.89 Max: 1.02
Current: 0.95
0.85
1.02
Price-to-Intrinsic-Value-Projected-FCF 1.17
JPIVF's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
99.99% of the 394 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. JPIVF: 1.17 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
JPIVF' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0  Med: 1.09 Max: 1.17
Current: 1.17
0
1.17
Price-to-Median-PS-Value 1.31
JPIVF's Price-to-Median-PS-Value is ranked lower than
99.99% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. JPIVF: 1.31 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
JPIVF' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0  Med: 1.04 Max: 4.62
Current: 1.31
0
4.62
Price-to-Graham-Number 0.39
JPIVF's Price-to-Graham-Number is ranked higher than
91% of the 999 Companies
in the Global Asset Management industry.

( Industry Median: 0.73 vs. JPIVF: 0.39 )
Ranked among companies with meaningful Price-to-Graham-Number only.
JPIVF' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.27  Med: 0.38 Max: 0.93
Current: 0.39
0.27
0.93
Earnings Yield (Greenblatt) % 27.32
JPIVF's Earnings Yield (Greenblatt) % is ranked higher than
90% of the 1614 Companies
in the Global Asset Management industry.

( Industry Median: 5.40 vs. JPIVF: 27.32 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
JPIVF' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4  Med: 27.8 Max: 71.4
Current: 27.32
4
71.4

More Statistics

Revenue (TTM) (Mil) $286.11
EPS (TTM) $ 2.61
Beta-0.72
Short Percentage of Float0.00%
52-Week Range $7.75 - 7.75
Shares Outstanding (Mil)105.29

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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