Merchants Trust (The) (LSE:MRCH) Beta: 1.1054 (As of Jul. 21, 2026)

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LSE:MRCH Merchants Trust (The) PLC LSE:MRCH
39 GF Score
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What is Merchants Trust (The) Beta?

Merchants Trust (The) LSE:MRCH -0.46% 39 Beta is 1.1054 as of Jul. 21, 2026. GuruFocus rates LSE:MRCH with a GF Score™ of 39/100. The stock has 5 warning signs investors should review.

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-07-21), Merchants Trust (The)'s Beta is 1.1054.

Merchants Trust (The)  (LSE:MRCH) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Merchants Trust (The) Beta Related Terms

Merchants Trust (The) Beta Historical Data

* Premium members only.

The historical data trend for Merchants Trust (The)'s Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Merchants Trust (The) Beta Chart

Merchants Trust (The) Annual Data
Trend Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25 Jan26
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 1.36 1.24 -0.25

Merchants Trust (The) Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.36 1.35 1.24 1.11 -0.25

LSE:MRCH vs BLK, BX, KKR: Beta Comparison

For the Asset Management subindustry, Merchants Trust (The)'s Beta, along with its competitors' market caps and Beta data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Merchants Trust (The) Beta vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Merchants Trust (The)'s Beta distribution charts can be found below:

* The bar in red indicates where Merchants Trust (The)'s Beta falls into.


LSE:MRCH
39GF Score
Merchants Trust (The) PLC LSE:MRCH
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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Merchants Trust (The) Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Frequently Asked Questions Learn more about Beta →
What does a Beta of 1.1054 mean?
Merchants Trust (The) (LSE:MRCH) has a Beta of 1.1054 as of Jul. 21, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Merchants Trust (The) and its competitors.
Is Merchants Trust (The)'s Beta too high?
Merchants Trust (The)'s current Beta is 1.1054. Overall, Merchants Trust (The) has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Merchants Trust (The)'s Beta compare to BLK and BX?
Merchants Trust (The)'s Beta of 1.1054 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for Merchants Trust (The) and its competitors. Merchants Trust (The)'s current Beta is 1.1054. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Merchants Trust (The) stock overvalued right now?
Merchants Trust (The) (LSE:MRCH) has a current Beta of 1.1054. The current Beta is 1.1054. Merchants Trust (The)'s overall GF Score™ is 39/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For Merchants Trust (The) (LSE:MRCH), the current Beta is 1.1054 as of Jul. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Merchants Trust (The) Business Description

Address 199 Bishopsgate, London, GBR, EC2M 3TY
Merchants Trust (The) PLC is an investment trust. Its objective is to provide an above-average level of income and income growth together with long-term capital growth through a policy of investing mainly in higher-yielding large UK companies. Its performance is benchmarked against the FTSE All-Share Index.
39GF Score

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Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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