Business Description
JPMorgan American Investment Trust PLC
ISIN : GB00BKZGVH64
Description
JPMorgan American Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with capital growth from North American investments. The company seeks to achieve determined objectives and to manage risk by investing in the diversified portfolio of quoted companies, including smaller capitalization stocks and pooled funds. The company reviews its performance against its benchmark S&P 500 Index, expressed in sterling total return terms.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.44 | |||||
| Equity-to-Asset | 0.95 | |||||
| Debt-to-Equity | 0.05 | |||||
| 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 | 16.8 | |||||
| 3-Year EPS without NRI Growth Rate | 16.9 | |||||
| 3-Year FCF Growth Rate | 21.4 | |||||
| 3-Year Book Growth Rate | 12 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 58.24 | |||||
| 9-Day RSI | 52.7 | |||||
| 14-Day RSI | 52.99 | |||||
| 6-1 Month Momentum % | 29.02 | |||||
| 12-1 Month Momentum % | 38.24 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.8 | |||||
| Dividend Payout Ratio | 0.04 | |||||
| 3-Year Dividend Growth Rate | 3.9 | |||||
| Forward Dividend Yield % | 0.8 | |||||
| 5-Year Yield-on-Cost % | 0.99 | |||||
| 3-Year Average Share Buyback Ratio | 2.8 | |||||
| Shareholder Yield % | 5.3 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 98.92 | |||||
| FCF Margin % | 3.35 | |||||
| ROE % | 22.16 | |||||
| ROA % | 20.71 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 5.55 | |||||
| PE Ratio without NRI | 5.55 | |||||
| Shiller PE Ratio | 12.39 | |||||
| PEG Ratio | 0.38 | |||||
| PS Ratio | 5.5 | |||||
| PB Ratio | 1.12 | |||||
| Price-to-Tangible-Book | 1.13 | |||||
| Price-to-Free-Cash-Flow | 162.88 | |||||
| Price-to-Operating-Cash-Flow | 162.88 | |||||
| EV-to-Revenue | 5.66 | |||||
| EV-to-FCF | 166.9 | |||||
| Price-to-Projected-FCF | 1.32 | |||||
| Price-to-Peter-Lynch-Fair-Value | 0.39 | |||||
| Price-to-Graham-Number | 0.53 | |||||
| FCF Yield % | 0.6 | |||||
| Forward Rate of Return (Yacktman) % | 15.03 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
JPMorgan American Investment Trust PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 321.8 | ||
| EPS (TTM) (£) | 1.73 | ||
| Beta | 0.78 | ||
| Volatility % | 12.93 | ||
| 14-Day RSI | 52.99 | ||
| 14-Day ATR (£) | 0.132828 | ||
| 20-Day SMA (£) | 9.7375 | ||
| 12-1 Month Momentum % | 38.24 | ||
| 52-Week Range (£) | 6.94 - 9.92 | ||
| Shares Outstanding (Mil) | 183.04 |
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 |
JPMorgan American Investment Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
JPMorgan American Investment Trust PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
JPMorgan American Investment Trust PLC Frequently Asked Questions
What is JPMorgan American Investment Trust PLC(LSE:JAM)'s stock price today?
The current price of LSE:JAM is £9.71. The 52 week high of LSE:JAM is £9.92 and 52 week low is £6.94.
When is next earnings date of JPMorgan American Investment Trust PLC(LSE:JAM)?
The next earnings date of JPMorgan American Investment Trust PLC(LSE:JAM) is 2024-08-09 Est..
Does JPMorgan American Investment Trust PLC(LSE:JAM) pay dividends? If so, how much?
The Dividend Yield %  of JPMorgan American Investment Trust PLC(LSE:JAM) is 0.8% (As of Today), Highest Dividend Payout Ratio of JPMorgan American Investment Trust PLC(LSE:JAM) was 3.22. The lowest was 0.04. And the median was 0.06. The  Forward Dividend Yield % of JPMorgan American Investment Trust PLC(LSE:JAM) is 0.8%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers