Fidelity Special Values (LSE:FSV) Debt-to-Equity : 0.01 (As of Feb. 2024)

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What is Fidelity Special Values Debt-to-Equity?

Fidelity Special Values's Short-Term Debt & Capital Lease Obligation for the quarter that ended in Feb. 2024 was £0.00 Mil. Fidelity Special Values's Long-Term Debt & Capital Lease Obligation for the quarter that ended in Feb. 2024 was £5.26 Mil. Fidelity Special Values's Total Stockholders Equity for the quarter that ended in Feb. 2024 was £968.40 Mil. Fidelity Special Values's debt to equity for the quarter that ended in Feb. 2024 was 0.01.

A high debt to equity ratio generally means that a company has been aggressive in financing its growth with debt. This can result in volatile earnings as a result of the additional interest expense.

The historical rank and industry rank for Fidelity Special Values's Debt-to-Equity or its related term are showing as below:

LSE:FSV' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.01 Med: 0.01 Max: 0.01
Current: 0.01

During the past 13 years, the highest Debt-to-Equity Ratio of Fidelity Special Values was 0.01. The lowest was 0.01. And the median was 0.01.

LSE:FSV's Debt-to-Equity is ranked better than
99.9% of 1014 companies
in the Asset Management industry
Industry Median: 0.19 vs LSE:FSV: 0.01

Fidelity Special Values Debt-to-Equity Historical Data

The historical data trend for Fidelity Special Values's Debt-to-Equity 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.

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Fidelity Special Values Debt-to-Equity Chart

Fidelity Special Values Annual Data

Trend

Aug14

Aug15

Aug16

Aug17

Aug18

Aug19

Aug20

Aug21

Aug22

Aug23

Debt-to-Equity

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Fidelity Special Values Semi-Annual Data
	Aug14	Feb15	Aug15	Feb16	Aug16	Feb17	Aug17	Feb18	Aug18	Feb19	Aug19	Feb20	Aug20	Feb21	Aug21	Feb22	Aug22	Feb23	Aug23	Feb24
Debt-to-Equity	Get a 7-Day Free Trial															-	-	-	-	0.01

Competitive Comparison of Fidelity Special Values's Debt-to-Equity

For the Asset Management subindustry, Fidelity Special Values's Debt-to-Equity, along with its competitors' market caps and Debt-to-Equity 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's Debt-to-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidelity Special Values's Debt-to-Equity distribution charts can be found below:

* The bar in red indicates where Fidelity Special Values's Debt-to-Equity falls into.

Fidelity Special Values Debt-to-Equity Calculation

Debt to Equity measures the financial leverage a company has.

Fidelity Special Values's Debt to Equity Ratio for the fiscal year that ended in Aug. 2023 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	0)	/	951.049
	=	0.00

Fidelity Special Values's Debt to Equity Ratio for the quarter that ended in Feb. 2024 is calculated as

Debt to Equity	=	Total Debt			/	Total Stockholders Equity
	=	(Short-Term Debt & Capital Lease Obligation	+	Long-Term Debt & Capital Lease Obligation)	/	Total Stockholders Equity
	=	(0	+	5.26)	/	968.403
	=	0.01

Fidelity Special Values (LSE:FSV) Debt-to-Equity Explanation

In the calculation of Debt to Equity, we use the total of Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation divided by Total Stockholders Equity. In some calculations, Total Liabilities is used to for calculation.

Be Aware

Because a company can increase its ROE % by having more financial leverage, it is important to watch the leverage ratio when investing in high ROE % companies.

Fidelity Special Values Debt-to-Equity Related Terms

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Fidelity Special Values (LSE:FSV) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Fidelity Special Values PLC (LSE:FSV) » Definitions » Debt-to-Equity

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FSVl:UK

Address

Millfield Lane, Beech Gate, Lower Kingswood, Fidelity International, Tadworth, Surrey, GBR, KT20 6RP

Website

https://www.fidelity.co.uk

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.