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Business Description
JPMorgan Claverhouse Investment Trust PLC
ISIN : GB0003422184
Description
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.21 | |||||
| Equity-to-Asset | 0.91 | |||||
| Debt-to-Equity | 0.1 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.12 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -25 | |||||
| 3-Year EPS without NRI Growth Rate | -25.4 | |||||
| 3-Year FCF Growth Rate | 6.7 | |||||
| 3-Year Book Growth Rate | -2.3 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 5.7 | |||||
| 9-Day RSI | 13.53 | |||||
| 14-Day RSI | 20.84 | |||||
| 3-1 Month Momentum % | 3.69 | |||||
| 6-1 Month Momentum % | 2.82 | |||||
| 12-1 Month Momentum % | 5.19 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 5.16 | |||||
| Dividend Payout Ratio | 0.61 | |||||
| 3-Year Dividend Growth Rate | 4.4 | |||||
| Forward Dividend Yield % | 5.18 | |||||
| 5-Year Yield-on-Cost % | 6.46 | |||||
| 3-Year Average Share Buyback Ratio | 1.9 | |||||
| Shareholder Yield % | 8.29 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 97.61 | |||||
| FCF Margin % | 51.13 | |||||
| ROE % | 8.05 | |||||
| ROA % | 7.27 | |||||
| Years of Profitability over Past 10-Year | 7 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 11.36 | |||||
| PE Ratio without NRI | 11.36 | |||||
| Shiller PE Ratio | 14.66 | |||||
| PS Ratio | 11.07 | |||||
| PB Ratio | 0.9 | |||||
| Price-to-Tangible-Book | 0.9 | |||||
| Price-to-Free-Cash-Flow | 21.57 | |||||
| Price-to-Operating-Cash-Flow | 21.57 | |||||
| EV-to-Revenue | 11.58 | |||||
| EV-to-FCF | 23.47 | |||||
| Price-to-Projected-FCF | 0.79 | |||||
| Price-to-Graham-Number | 0.68 | |||||
| FCF Yield % | 4.79 | |||||
| Forward Rate of Return (Yacktman) % | 2.94 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
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
JPMorgan Claverhouse Investment Trust PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 34.212 | ||
| EPS (TTM) (£) | 0.581 | ||
| Beta | 1.12 | ||
| 3-Year Sharpe Ratio | -0.2 | ||
| 3-Year Sortino Ratio | -0.27 | ||
| Volatility % | 9.84 | ||
| 14-Day RSI | 20.84 | ||
| 14-Day ATR (£) | 0.172405 | ||
| 20-Day SMA (£) | 7.295 | ||
| 12-1 Month Momentum % | 5.19 | ||
| 52-Week Range (£) | 6.32234 - 7.58 | ||
| Shares Outstanding (Mil) | 55.25 |
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 Claverhouse Investment Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
JPMorgan Claverhouse Investment Trust PLC Stock Events
| Event | Date | Price (£) | ||
|---|---|---|---|---|
| No Event Data | ||||
JPMorgan Claverhouse Investment Trust PLC Frequently Asked Questions
What is JPMorgan Claverhouse Investment Trust PLC(LSE:JCH)'s stock price today?
The current price of LSE:JCH is £6.60. The 52 week high of LSE:JCH is £7.58 and 52 week low is £6.32.
When is next earnings date of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH)?
The next earnings date of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) is 2025-08-08 Est..
Does JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) pay dividends? If so, how much?
The Dividend Yield %  of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) is 5.16% (As of Today), Highest Dividend Payout Ratio of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) was 0.73. The lowest was 0.17. And the median was 0.31. The  Forward Dividend Yield % of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) is 5.18%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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