Herald Investment TrustLSE:HRI -0.33%59 FCF Margin % is 150.74% as of Dec. 2025, which is 1039% above its 10-year median of 13.23. GuruFocus rates LSE:HRI with a GF Score™ of 59/100 and a GF Value™ of £52.65 (Significantly Undervalued). The stock has 6 warning signs investors should review. Among 1,461 Asset Management companies, Herald Investment Trust ranks better than 86.93% on this metric.
* 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.
For the Asset Management subindustry, Herald Investment Trust's FCF Margin %, along with its competitors' market caps and FCF Margin % 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.
Herald Investment Trust FCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Herald Investment Trust's FCF Margin % distribution charts can be found below:
* The bar in red indicates where Herald Investment Trust's FCF Margin % falls into.
* 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.
Herald Investment Trust (LSE:HRI) has a FCF Margin % of 150.74% as of Dec. 2025. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Herald Investment Trust and its competitors. This is 1039% above median its historical median of 13.23. According to the industry distribution chart, Herald Investment Trust ranks #191 out of 1461 companies in the Asset Management industry, placing it in the top 13.1%.
Is Herald Investment Trust's FCF Margin % too high?
Herald Investment Trust's current FCF Margin % of 150.74% is 1039% above median its 10-year median of 13.23. The Asset Management industry median FCF Margin % is 14.62. Herald Investment Trust's value of 150.74% is 931.1% above this industry median. Based on the distribution chart, Herald Investment Trust ranks #191 out of 1461 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Herald Investment Trust has a GF Score™ of 59/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Herald Investment Trust's FCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Herald Investment Trust ranks #191 out of 1461 companies for FCF Margin %. This places Herald Investment Trust in the top 13% of its industry — outperforming the majority of peers. The industry median FCF Margin % is 14.62. Herald Investment Trust's value of 150.74% is 931.1% above this benchmark. While the company's 10-year median is 13.23 vs. the industry median of 14.62, Herald Investment Trust 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 FCF Margin % for an Asset Management company?
The median FCF Margin % among Asset Management companies is 14.62, based on 1,461 companies in the industry. Companies in the top quartile (top 25%) have a FCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, FCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Herald Investment Trust's current FCF Margin % of 150.74% is 931.1% 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 FCF Margin % mean?
A high FCF Margin % can signal that a stock is expensive relative to its fundamentals. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on Herald Investment Trust and its competitors. For the Asset Management industry, the median FCF Margin % is 14.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Herald Investment Trust's current FCF Margin % is 150.74%, which is 1039% above median its own 10-year median of 13.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Herald Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Herald Investment Trust (LSE:HRI) is currently considered Significantly Undervalued. The stock's GF Value™ is £52.65, compared to a current price of £30.10 — trading 42.8% below its estimated fair value. The current FCF Margin % is 150.74%, which is 1039% above median its 10-year median of 13.23 and 931.1% above the Asset Management industry median of 14.62. Herald Investment Trust's overall GF Score™ is 59/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is FCF Margin % calculated?
FCF Margin % is calculated from a company's financial statements. For Herald Investment Trust (LSE:HRI), the current FCF Margin % is 150.74% as of Dec. 2025. 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.
Is Herald Investment Trust (LSE:HRI) Overvalued in 2026?
Based on GuruFocus' analysis, Herald Investment Trust stock appears to be undervalued.
The current stock price of £30.10 is trading 42.8% below its estimated GF Value™ of £52.65.
GuruFocus considers Herald Investment Trust to be Significantly Undervalued.
Key valuation signals for LSE:HRI:
FCF Margin %: 150.74% (1039% above median its 10-year median of 13.23)
GF Value™: £52.65 vs. price of £30.10 (42.8% below fair value)
Industry Position: 931.1% above the Asset Management median (#191 of 1461)
No single metric tells the full story. See the LSE:HRI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Herald Investment Trust PLC is a UK-based investment trust that aims to capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multimedia, and technology on a long-term basis. It focuses on a diversified portfolio that offers long-term growth potential and benchmarks its performance against the technology sector. The trust's investment portfolio includes companies that are in the business of software and computer services, technology hardware and equipment, printing and publishing, industrial sectors, support services, and others. Geographically, investments of the company are spread across the UK, North America, Japan, Asia-Pacific, Europe, the Middle East and Africa. The trust's revenue mainly consists of dividends and interest.
59GF Score
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