Business Description
Herald Investment Trust PLC
ISIN : GB0004228648
Description
Herald Investment Trust PLC is a UK-based investment trust that aims to capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multimedia, and technology on a long-term basis. It focuses on a diversified portfolio that offers long-term growth potential and benchmarks its performance against the technology sector. The trust's investment portfolio includes companies that are in the business of software and computer services, technology hardware and equipment, printing and publishing, industrial sectors, support services, and others. Geographically, investments of the company are spread across the UK, North America, Japan, Asia-Pacific, Europe, the Middle East, and Africa. The trust's revenue mainly consists of dividends and interest.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | No Debt | |||||
| Equity-to-Asset | 0.01 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 7/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -48.4 | |||||
| 3-Year EPS without NRI Growth Rate | -48.9 | |||||
| 3-Year FCF Growth Rate | 87 | |||||
| 3-Year Book Growth Rate | -1 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 27.37 | |||||
| 9-Day RSI | 32.05 | |||||
| 14-Day RSI | 37.3 | |||||
| 6-1 Month Momentum % | 31.33 | |||||
| 12-1 Month Momentum % | 22.41 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Average Share Buyback Ratio | 5.1 | |||||
| Shareholder Yield % | 9.75 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 96.91 | |||||
| FCF Margin % | 142.13 | |||||
| ROE % | 3.8 | |||||
| ROA % | 0.15 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 24.91 | |||||
| PE Ratio without NRI | 24.91 | |||||
| Shiller PE Ratio | 12.14 | |||||
| PEG Ratio | 2.37 | |||||
| PS Ratio | 23.25 | |||||
| PB Ratio | 0.91 | |||||
| Price-to-Tangible-Book | 0.91 | |||||
| Price-to-Free-Cash-Flow | 16.74 | |||||
| Price-to-Operating-Cash-Flow | 16.74 | |||||
| EV-to-Revenue | 21.34 | |||||
| EV-to-FCF | 15.02 | |||||
| Price-to-Projected-FCF | 0.88 | |||||
| Price-to-Peter-Lynch-Fair-Value | 2.36 | |||||
| Price-to-Graham-Number | 1 | |||||
| FCF Yield % | 6.4 | |||||
| Forward Rate of Return (Yacktman) % | 13.69 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Herald Investment Trust PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 49.654 | ||
| EPS (TTM) (£) | 0.811 | ||
| Beta | 0.87 | ||
| Volatility % | 20.39 | ||
| 14-Day RSI | 37.3 | ||
| 14-Day ATR (£) | 0.409069 | ||
| 20-Day SMA (£) | 20.845 | ||
| 12-1 Month Momentum % | 22.41 | ||
| 52-Week Range (£) | 15.9 - 21.6 | ||
| Shares Outstanding (Mil) | 54.55 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Herald Investment Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Herald Investment Trust PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
Herald Investment Trust PLC Frequently Asked Questions
What is Herald Investment Trust PLC(LSE:HRI)'s stock price today?
The current price of LSE:HRI is £20.20. The 52 week high of LSE:HRI is £21.60 and 52 week low is £15.90.
When is next earnings date of Herald Investment Trust PLC(LSE:HRI)?
The next earnings date of Herald Investment Trust PLC(LSE:HRI) is 2024-07-19 Est..
Does Herald Investment Trust PLC(LSE:HRI) pay dividends? If so, how much?
Herald Investment Trust PLC(LSE:HRI) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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