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Fidelity Special ValuesCHIX:FSVL 41 3-Year Book Growth Rate is 11.30% as of Feb. 2026, which is 61% above its 10-year median of 7.00. GuruFocus rates CHIX:FSVL with a GF Score™ of 41/100. The stock has 5 warning signs investors should review. Among 1,529 Asset Management companies, Fidelity Special Values ranks better than 80.25% on this metric.
During the past 12 months, Fidelity Special Values's average Book Value per Share Growth Rate was 28.10% per year.
During the past 3 years, the average Book Value per Share Growth Rate was 11.30% per year.
During the past 5 years, the average Book Value per Share Growth Rate was 11.60% per year.
During the past 10 years, the average Book Value per Share Growth Rate was 5.60% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of Fidelity Special Values was 29.80% per year. The lowest was -7.80% per year. And the median was 7.00% per year.
Fidelity Special Values (CHIX:FSVl) 3-Year Book Growth Rate Explanation
Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.
Fidelity Special Values 3-Year Book Growth Rate Related Terms
CHIX:FSVL vs BLK, BX, KKR: 3-Year Book Growth Rate Comparison
For the Asset Management subindustry, Fidelity Special Values's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate 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.
Fidelity Special Values 3-Year Book Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidelity Special Values's 3-Year Book Growth Rate distribution charts can be found below:
* The bar in red indicates where Fidelity Special Values's 3-Year Book Growth Rate falls into.
Fidelity Special Values 3-Year Book Growth Rate Calculation
This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
What does a 3-Year Book Growth Rate of 11.30% mean?
Fidelity Special Values (CHIX:FSVL) has a 3-Year Book Growth Rate of 11.30% as of Feb. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Fidelity Special Values and its competitors. This is 61% above median its historical median of 7.00. According to the industry distribution chart, Fidelity Special Values ranks #302 out of 1529 companies in the Asset Management industry, placing it in the top 19.8%.
Is Fidelity Special Values' 3-Year Book Growth Rate too high?
Fidelity Special Values' current 3-Year Book Growth Rate of 11.30% is 61% above median its 10-year median of 7.00. The Asset Management industry median 3-Year Book Growth Rate is 2.10. Fidelity Special Values' value of 11.30% is 438.1% above this industry median. Based on the distribution chart, Fidelity Special Values ranks #302 out of 1529 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fidelity Special Values has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity Special Values' 3-Year Book Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity Special Values ranks #302 out of 1529 companies for 3-Year Book Growth Rate. This places Fidelity Special Values in the top 20% of its industry — outperforming the majority of peers. The industry median 3-Year Book Growth Rate is 2.10. Fidelity Special Values' value of 11.30% is 438.1% above this benchmark. While the company's 10-year median is 7.00 vs. the industry median of 2.10, Fidelity Special Values has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.10, based on 1,529 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fidelity Special Values's current 3-Year Book Growth Rate of 11.30% is 438.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Fidelity Special Values and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidelity Special Values's current 3-Year Book Growth Rate is 11.30%, which is 61% above median its own 10-year median of 7.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity Special Values stock overvalued right now?
Fidelity Special Values (CHIX:FSVL) has a current 3-Year Book Growth Rate of 11.30%. The current 3-Year Book Growth Rate is 11.30%, which is 61% above median its 10-year median of 7.00 and 438.1% above the Asset Management industry median of 2.10. Fidelity Special Values' overall GF Score™ is 41/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For Fidelity Special Values (CHIX:FSVL), the current 3-Year Book Growth Rate is 11.30% as of Feb. 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.
Fidelity Special Values PLC is an investment trust company operating in the UK. The company's investment objective is to achieve long term capital growth predominantly through investment in UK listed companies. It seeks to meet its investment objective through investment in a diversified portfolio of securities issued by or related to predominantly the UK listed companies across the market capitalization spectrum, and the investment approach is flexible with positions in large, medium and smaller sized companies. The group may use gearing to enhance long term capital growth using debt and CFDs, depending on the relative cost and availability of those instruments.
41GF Score
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