Bankers Investment Trust (NZSE:BIT) Enterprise Value: NZ$3,430.7 Mil (As of Jul. 03, 2026) ***


NZSE:BIT Bankers Investment Trust PLC NZSE:BIT
33 GF Score
Price NZ$3.52
! 4 Warning Signs
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What is Bankers Investment Trust Enterprise Value?

Bankers Investment Trust NZSE:BIT +1.15% 33 Enterprise Value is NZ$3,430.7 Mil as of Jul. 03, 2026. GuruFocus rates NZSE:BIT with a GF Score™ of 33/100. The stock has 4 warning signs investors should review.

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Bankers Investment Trust's Enterprise Value is NZ$3,430.7 Mil. Bankers Investment Trust's Revenue for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$746.2 Mil. Therefore, Bankers Investment Trust's EV-to-Revenue ratio for today is 4.60.

EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations. As of today, Bankers Investment Trust's Enterprise Value is NZ$3,430.7 Mil. Bankers Investment Trust's Cash Flow from Operations for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$466.4 Mil. Therefore, Bankers Investment Trust's EV-to-OCF ratio for today is 7.36.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Bankers Investment Trust's Enterprise Value is NZ$3,430.7 Mil. Bankers Investment Trust's Free Cash Flow for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$466.4 Mil. Therefore, Bankers Investment Trust's EV-to-FCF ratio for today is 7.36.

*** Please note that the current Enterprise Value is calculated using the current market capitalization and the most recently available financial data. If key financial fields—Long-Term Debt & Capital Lease Obligation and Short-Term Debt & Capital Lease Obligation—are recorded as null in the latest reporting period, our data vendor will default to using data from the prior period with valid entries.


Bankers Investment Trust  (NZSE:BIT) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Bankers Investment Trust's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=3430.708/746.182
=4.60

Bankers Investment Trust's current Enterprise Value is NZ$3,430.7 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Bankers Investment Trust's Revenue for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$746.2 Mil.

2. EV-to-OCF is calculated as Enterprise Value divided by its Cash Flow from Operations.

Bankers Investment Trust's EV-to-OCF for today is:

EV-to-OCF=Enterprise Value (Today)/Cash Flow from Operations (TTM)
=3430.708/466.403
=7.36

Bankers Investment Trust's current Enterprise Value is NZ$3,430.7 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Bankers Investment Trust's Cash Flow from Operations for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$466.4 Mil.

3. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

Bankers Investment Trust's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=3430.708/466.403
=7.36

Bankers Investment Trust's current Enterprise Value is NZ$3,430.7 Mil.
For company reported semi-annually or annually, GuruFocus uses latest annual data as the TTM data. Bankers Investment Trust's Free Cash Flow for the trailing twelve months (TTM) ended in Apr. 2026 was NZ$466.4 Mil.

* 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.


Bankers Investment Trust Enterprise Value Related Terms


Bankers Investment Trust Enterprise Value Historical Data

* Premium members only.

The historical data trend for Bankers Investment Trust's Enterprise Value 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.

Bankers Investment Trust Enterprise Value Chart

Bankers Investment Trust Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3,095.31 2,606.12 2,610.21 2,872.61 3,201.11

Bankers Investment Trust Semi-Annual Data
Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Enterprise Value 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 3,007.77 2,872.61 2,795.89 3,201.11 3,162.21

NZSE:BIT vs BLK, BX, KKR: Enterprise Value Comparison

For the Asset Management subindustry, Bankers Investment Trust's Enterprise Value, along with its competitors' market caps and Enterprise Value 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.


Bankers Investment Trust Enterprise Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Bankers Investment Trust's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Bankers Investment Trust's Enterprise Value falls into.


NZSE:BIT
33GF Score
Bankers Investment Trust PLC NZSE:BIT
Enterprise Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Bankers Investment Trust Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Bankers Investment Trust's Enterprise Value for the fiscal year that ended in Oct. 2025 is calculated as

Bankers Investment Trust's Enterprise Value for the quarter that ended in Apr. 2026 is calculated as

* 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.

Frequently Asked Questions Learn more about Enterprise Value →
What does a Enterprise Value of NZ$3,430.7 Mil mean?
Bankers Investment Trust (NZSE:BIT) has a Enterprise Value of NZ$3,430.7 Mil as of Jul. 03, 2026. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Bankers Investment Trust and its competitors.
Is Bankers Investment Trust's Enterprise Value too high?
Bankers Investment Trust's current Enterprise Value is NZ$3,430.7 Mil. Overall, Bankers Investment Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Bankers Investment Trust's Enterprise Value compare to BLK and BX?
Bankers Investment Trust's Enterprise Value of NZ$3,430.7 Mil 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 Enterprise Value for an Asset Management company?
A good Enterprise Value depends on the Asset Management industry context. However, Enterprise Value 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 Enterprise Value mean?
A high Enterprise Value can signal that a stock is expensive relative to its fundamentals. Enterprise value equals the sum of market cap, debt and preferred shares less cash and equivalents. View historical data on Bankers Investment Trust and its competitors. Bankers Investment Trust's current Enterprise Value is NZ$3,430.7 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bankers Investment Trust stock overvalued right now?
Bankers Investment Trust (NZSE:BIT) has a current Enterprise Value of NZ$3,430.7 Mil. The current Enterprise Value is NZ$3,430.7 Mil. Bankers Investment Trust's overall GF Score™ is 33/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Enterprise Value calculated?
Enterprise Value is calculated from a company's financial statements. For Bankers Investment Trust (NZSE:BIT), the current Enterprise Value is NZ$3,430.7 Mil as of Jul. 03, 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.

Bankers Investment Trust Business Description

Other Exchanges BNKR:UK
Address 201 Bishopsgate, London, GBR, EC2M 3AE
Bankers Investment Trust PLC is a UK-based investment trust company. The company's investment objective is to achieve capital growth in excess of the FTSE World Index and annual dividend growth greater than inflation, as defined by the UK Retail Prices Index. Its investments include Equities, Debt securities, cash investments, investment trusts, collective funds, and derivatives. Its geographical segments are the United Kingdom and Pan Europe, North America, Japan, and Pan Asia. it generate maximum Revenue from Bank Interest.
33GF Score

Get the complete analysis for NZSE:BIT

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

NZ$3.52
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