JPMorgan Claverhouse Investment Trust (LSE:JCH) FCF Margin %: 13.35% (As of Dec. 2025) — 20% Below Median


LSE:JCH JPMorgan Claverhouse Investment Trust PLC LSE:JCH
50 GF Score
Price £9.26
GF Value £25.53
Valuation Possible Value Trap
! 4 Warning Signs
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What is JPMorgan Claverhouse Investment Trust FCF Margin %?

JPMorgan Claverhouse Investment Trust LSE:JCH -0.43% 50 FCF Margin % is 13.35% as of Dec. 2025, which is 20% below its 10-year median of 16.59. GuruFocus rates LSE:JCH with a GF Score™ of 50/100 and a GF Value™ of £25.53 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,461 Asset Management companies, JPMorgan Claverhouse Investment Trust ranks better than 50.65% on this metric.

FCF Margin % is calculated as Free Cash Flow divided by its Revenue. JPMorgan Claverhouse Investment Trust's Free Cash Flow for the six months ended in Dec. 2025 was £7.5 Mil. JPMorgan Claverhouse Investment Trust's Revenue for the six months ended in Dec. 2025 was £56.1 Mil. Therefore, JPMorgan Claverhouse Investment Trust's FCF Margin % for the quarter that ended in Dec. 2025 was 13.35%.

As of today, JPMorgan Claverhouse Investment Trust's current FCF Yield % is 3.41%.

The historical rank and industry rank for JPMorgan Claverhouse Investment Trust's FCF Margin % or its related term are showing as below:

LSE:JCH' s FCF Margin % Range Over the Past 10 Years
Min: -59.04   Med: 16.59   Max: 61.36
Current: 15.4


During the past 13 years, the highest FCF Margin % of JPMorgan Claverhouse Investment Trust was 61.36%. The lowest was -59.04%. And the median was 16.59%.

LSE:JCH's FCF Margin % is ranked better than
50.65% of 1461 companies
in the Asset Management industry
Industry Median: 14.62 vs LSE:JCH: 15.40


JPMorgan Claverhouse Investment Trust FCF Margin % Related Terms


JPMorgan Claverhouse Investment Trust FCF Margin % Historical Data

* Premium members only.

The historical data trend for JPMorgan Claverhouse Investment Trust's FCF Margin % 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.

JPMorgan Claverhouse Investment Trust FCF Margin % Chart

JPMorgan Claverhouse Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
FCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 17.78 -59.04 61.36 51.13 15.40

JPMorgan Claverhouse Investment Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
FCF Margin % 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 34.73 25.48 -816.60 17.48 13.35

LSE:JCH vs BLK, BX, KKR: FCF Margin % Comparison

For the Asset Management subindustry, JPMorgan Claverhouse 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.


JPMorgan Claverhouse Investment Trust FCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's FCF Margin % distribution charts can be found below:

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's FCF Margin % falls into.


LSE:JCH
50GF Score
JPMorgan Claverhouse Investment Trust PLC LSE:JCH
FCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Claverhouse Investment Trust FCF Margin % Calculation

FCF margin is the ratio of Free Cash Flow divided by net sales or Revenue, usually presented in percent.

JPMorgan Claverhouse Investment Trust's FCF Margin for the fiscal year that ended in Dec. 2025 is calculated as

FCF Margin=Free Cash Flow (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=17.174/111.526
=15.40 %

JPMorgan Claverhouse Investment Trust's FCF Margin for the quarter that ended in Dec. 2025 is calculated as

FCF Margin=Free Cash Flow (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=7.484/56.077
=13.35 %

* 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 FCF Margin % →
What does a FCF Margin % of 13.35% mean?
JPMorgan Claverhouse Investment Trust (LSE:JCH) has a FCF Margin % of 13.35% as of Dec. 2025. Free cash flow margin is the ratio of total free cash flow to net sales. View historical data on JPMorgan Claverhouse Investment Trust and its competitors. This is 20% below median its historical median of 16.59. According to the industry distribution chart, JPMorgan Claverhouse Investment Trust ranks #721 out of 1461 companies in the Asset Management industry, placing it in the top 49.3%.
Is JPMorgan Claverhouse Investment Trust's FCF Margin % too high?
JPMorgan Claverhouse Investment Trust's current FCF Margin % of 13.35% is 20% below median its 10-year median of 16.59. The Asset Management industry median FCF Margin % is 14.62. JPMorgan Claverhouse Investment Trust's value of 13.35% is 8.7% below this industry median. Based on the distribution chart, JPMorgan Claverhouse Investment Trust ranks #721 out of 1461 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan Claverhouse Investment Trust has a GF Score™ of 50/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Claverhouse Investment Trust's FCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Claverhouse Investment Trust ranks #721 out of 1461 companies for FCF Margin %. This puts JPMorgan Claverhouse Investment Trust in the upper half of its industry. The industry median FCF Margin % is 14.62. JPMorgan Claverhouse Investment Trust's value of 13.35% is 8.7% below this benchmark. While the company's 10-year median is 16.59 vs. the industry median of 14.62, JPMorgan Claverhouse Investment Trust has consistently been below 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. JPMorgan Claverhouse Investment Trust's current FCF Margin % of 13.35% is 8.7% below 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 JPMorgan Claverhouse 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. JPMorgan Claverhouse Investment Trust's current FCF Margin % is 13.35%, which is 20% below median its own 10-year median of 16.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Claverhouse Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust (LSE:JCH) is currently considered Possible Value Trap. The stock's GF Value™ is £25.53, compared to a current price of £9.26 — trading 63.7% below its estimated fair value. The current FCF Margin % is 13.35%, which is 20% below median its 10-year median of 16.59 and 8.7% below the Asset Management industry median of 14.62. JPMorgan Claverhouse Investment Trust's overall GF Score™ is 50/100 with 4 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 JPMorgan Claverhouse Investment Trust (LSE:JCH), the current FCF Margin % is 13.35% 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 JPMorgan Claverhouse Investment Trust (LSE:JCH) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust stock appears to be undervalued. The current stock price of £9.26 is trading 63.7% below its estimated GF Value™ of £25.53. GuruFocus considers JPMorgan Claverhouse Investment Trust to be Possible Value Trap.

Key valuation signals for LSE:JCH:

  • FCF Margin %: 13.35% (20% below median its 10-year median of 16.59)
  • GF Value™: £25.53 vs. price of £9.26 (63.7% below fair value)
  • GF Score™: 50/100 with 4 warning signs
  • Industry Position: 8.7% below the Asset Management median (#721 of 1461)

No single metric tells the full story. See the LSE:JCH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


JPMorgan Claverhouse Investment Trust Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with a combination of capital and income growth from UK investments. The company mainly invests in a diversified portfolio, with a predominant focus on companies listed on the London Stock Exchange. The portfolio typically comprises between sixty and eighty investments across a broad range of sectors, including Financials, Industrials, Technology, Consumer Staples, Basic Materials, and Real Estate, among others. Its performance is benchmarked against the FTSE All-Share Index on a total return basis.
50GF Score

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

£9.26
Price
£25.53
GF Value