Business Description
JPMorgan Claverhouse Investment Trust PLC
ISIN : GB0003422184
Description
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with a combination of capital and income growth from UK investments. The company mainly invests in a diversified portfolio, with a predominant focus on companies listed on the London Stock Exchange. The portfolio typically comprises between sixty and eighty investments across a broad range of sectors, including Financials, Industrials, Technology, Consumer Staples, Basic Materials, and Real Estate, among others. Its performance is benchmarked against the FTSE All-Share Index on a total return basis.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.39 | |||||
Equity-to-Asset | 0.94 | |||||
Debt-to-Equity | 0.06 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 8/9 | |||||
Beneish M-Score | 0.61 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year FCF Growth Rate | -2.9 | |||||
3-Year Book Growth Rate | 9 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 64.34 | |||||
9-Day RSI | 64.15 | |||||
14-Day RSI | 63.68 | |||||
3-1 Month Momentum % | -0.67 | |||||
6-1 Month Momentum % | 0.68 | |||||
12-1 Month Momentum % | 12.37 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 3.84 | |||||
Dividend Payout Ratio | 0.18 | |||||
3-Year Dividend Growth Rate | 3.9 | |||||
Forward Dividend Yield % | 3.84 | |||||
5-Year Yield-on-Cost % | 4.69 | |||||
3-Year Average Share Buyback Ratio | 3.2 | |||||
Shareholder Yield % | 7.16 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 99.24 | |||||
FCF Margin % | 15.4 | |||||
OCF Margin % | 15.4 | |||||
ROE % | 24.67 | |||||
ROA % | 22.78 | |||||
Years of Profitability over Past 10-Year | 7 |
GF Value Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 4.72 | |||||
PE Ratio without NRI | 4.72 | |||||
Shiller PE Ratio | 14.97 | |||||
PEG Ratio | 1.31 | |||||
PS Ratio | 4.68 | |||||
PB Ratio | 1.06 | |||||
Price-to-Tangible-Book | 1.06 | |||||
Price-to-Free-Cash-Flow | 30.42 | |||||
Price-to-Operating-Cash-Flow | 30.42 | |||||
EV-to-Revenue | 4.78 | |||||
EV-to-FCF | 31.05 | |||||
Price-to-GF-Value | 0.37 | |||||
Price-to-Projected-FCF | 0.96 | |||||
Price-to-Graham-Number | 0.47 | |||||
FCF Yield % | 3.34 | |||||
Forward Rate of Return (Yacktman) % | 6.62 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
JPMorgan Claverhouse Investment Trust PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 111.526 | ||
| EPS (TTM) (£) | 2.006 | ||
| Beta | 1.032 | ||
| 3-Year Sharpe Ratio | 0.72 | ||
| 3-Year Sortino Ratio | 1.07 | ||
| Volatility % | 11.16 | ||
| 14-Day RSI | 63.68 | ||
| 14-Day ATR (£) | 0.178033 | ||
| 20-Day SMA (£) | 9.279 | ||
| 12-1 Month Momentum % | 12.37 | ||
| 52-Week Range (£) | 7.825 - 9.56 | ||
| Shares Outstanding (Mil) | 54.41 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| 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 (£) | ||
|---|---|---|---|---|
| Second quarter earnings results for 2026 | 2026-08-14 | In 32 days | ||
| General meeting for 2025 | 2026-05-07 11:00 | 8.86 (+0.68%) | ||
| GBP 0.085000 Cash Dividend | 2026-04-23 | 9.18 (+0.00%) | ||
| Annual report for 2025 | 2026-03-27 | 8.30 (-1.19%) | ||
| Fourth quarter earnings results for 2025 | 2026-03-25 | 8.38 (+0.48%) | ||
| GBP 0.110000 Cash Dividend | 2026-01-29 | 8.82 (+0.00%) | ||
| GBP 0.084000 Cash Dividend | 2025-10-30 | 8.48 (+0.24%) | ||
| Second quarter earnings results for 2025 | 2025-08-14 | 7.97 (-0.13%) | ||
| GBP 0.084000 Cash Dividend | 2025-07-24 | 8.06 (+0.50%) | ||
| General meeting for 2024 | 2025-05-01 12:00 | 7.42 (+0.00%) |
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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 £9.46. The 52 week high of LSE:JCH is £9.56 and 52 week low is £7.83.
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 2026-08-14 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 3.84% (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 0.22. The  Forward Dividend Yield % of JPMorgan Claverhouse Investment Trust PLC(LSE:JCH) is 3.84%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Articles on JPMorgan Claverhouse Investment Trust PLC
No articles.
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