Fidelity Special Values (CHIX:FSVL) 3-Year FCF Growth Rate: 11.60% (As of Feb. 2026) — 30% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CHIX:FSVL Fidelity Special Values PLC CHIX:FSVL
37 GF Score
Price £3.10
! 5 Warning Signs
View Full Analysis

What is Fidelity Special Values 3-Year FCF Growth Rate?

Fidelity Special Values CHIX:FSVL 37 3-Year FCF Growth Rate is 11.60% as of Feb. 2026, which is 30% below its 10-year median of 16.60. GuruFocus rates CHIX:FSVL with a GF Score™ of 37/100. The stock has 5 warning signs investors should review. Among 1,006 Asset Management companies, Fidelity Special Values ranks better than 57.85% on this metric.

Fidelity Special Values's Free Cash Flow per Share for the six months ended in Feb. 2026 was £0.05.

During the past 3 years, the average Free Cash Flow per Share Growth Rate was 11.60% per year. During the past 5 years, the average Free Cash Flow per Share Growth Rate was 17.00% 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 Free Cash Flow per Share growth rate.

During the past 13 years, the highest 3-Year average Free Cash Flow per Share Growth Rate of Fidelity Special Values was 81.70% per year. The lowest was 7.20% per year. And the median was 16.60% per year.


Fidelity Special Values  (CHIX:FSVl) 3-Year FCF Growth Rate Explanation

Free Cash Flow per Share is the amount of Free Cash Flow per outstanding share of the company's stock. Free Cash Flow is considered one of the most important parameters to measure a company's earnings power by value investors because it is not subject to estimates of Depreciation, Depletion and Amortization (DDA). However, when we look at the Free Cash Flow, we should look from a long term perspective, because any year's Free Cash Flow can be drastically affected by the spending on Property, Plant, & Equipment (PPE) of the business in that year. Over the long term, Free Cash Flow should give pretty good picture on the real earnings power of the company. It's used in the calculation of Forward Rate of Return (Yacktman) %.


Fidelity Special Values 3-Year FCF Growth Rate Related Terms


CHIX:FSVL vs BLK, BX, KKR: 3-Year FCF Growth Rate Comparison

For the Asset Management subindustry, Fidelity Special Values's 3-Year FCF Growth Rate, along with its competitors' market caps and 3-Year FCF 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 FCF Growth Rate vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidelity Special Values's 3-Year FCF Growth Rate distribution charts can be found below:

* The bar in red indicates where Fidelity Special Values's 3-Year FCF Growth Rate falls into.


CHIX:FSVL
37GF Score
Fidelity Special Values PLC CHIX:FSVL
3-Year FCF Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Fidelity Special Values 3-Year FCF Growth Rate Calculation

This is the 3-year average growth rate of Free Cash Flow 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 Free Cash Flow per Share growth rate.

Frequently Asked Questions Learn more about 3-Year FCF Growth Rate →
What does a 3-Year FCF Growth Rate of 11.60% mean?
Fidelity Special Values (CHIX:FSVL) has a 3-Year FCF Growth Rate of 11.60% as of Feb. 2026. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Fidelity Special Values and its competitors. This is 30% below median its historical median of 16.60. Over the past decade, Fidelity Special Values' 3-Year FCF Growth Rate has ranged from 7.20 to 81.70. According to the industry distribution chart, Fidelity Special Values ranks #424 out of 1006 companies in the Asset Management industry, placing it in the top 42.1%.
Is Fidelity Special Values' 3-Year FCF Growth Rate too high?
Fidelity Special Values' current 3-Year FCF Growth Rate of 11.60% is 30% below median its 10-year median of 16.60. Over the past 10 years, this metric has ranged from a low of 7.20 to a high of 81.70. The Asset Management industry median 3-Year FCF Growth Rate is 5.75. Fidelity Special Values' value of 11.60% is 101.7% above this industry median. Based on the distribution chart, Fidelity Special Values ranks #424 out of 1006 companies in the Asset Management industry, which is above the industry midpoint. Overall, Fidelity Special Values has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity Special Values' 3-Year FCF Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity Special Values ranks #424 out of 1006 companies for 3-Year FCF Growth Rate. This puts Fidelity Special Values in the upper half of its industry. The industry median 3-Year FCF Growth Rate is 5.75. Fidelity Special Values' value of 11.60% is 101.7% above this benchmark. Historically, Fidelity Special Values' own 3-Year FCF Growth Rate has ranged from 7.20 to 81.70 over the past decade. While the company's 10-year median is 16.60 vs. the industry median of 5.75, 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 FCF Growth Rate for an Asset Management company?
The median 3-Year FCF Growth Rate among Asset Management companies is 5.75, based on 1,006 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year FCF Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year FCF 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 FCF Growth Rate of 11.60% is 101.7% 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 FCF Growth Rate mean?
A high 3-Year FCF Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year FCF Growth Rate is the 3-year average growth rate of Free Cash Flow per Share. View historical data for Fidelity Special Values and its competitors. For the Asset Management industry, the median 3-Year FCF Growth Rate is 5.75 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidelity Special Values's current 3-Year FCF Growth Rate is 11.60%, which is 30% below median its own 10-year median of 16.60. 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 FCF Growth Rate of 11.60%. The current 3-Year FCF Growth Rate is 11.60%, which is 30% below median its 10-year median of 16.60 and 101.7% above the Asset Management industry median of 5.75. Fidelity Special Values' overall GF Score™ is 37/100 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 FCF Growth Rate calculated?
3-Year FCF Growth Rate is calculated from a company's financial statements. For Fidelity Special Values (CHIX:FSVL), the current 3-Year FCF Growth Rate is 11.60% 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 Business Description

Other Exchanges FSV:UK
Address Millfield Lane, Beech Gate, Lower Kingswood, Tadworth, Surrey, GBR, KT20 6RP
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.
37GF Score

Get the complete analysis for CHIX:FSVL

3-Year FCF Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.10
Price