Chelverton UK Dividend Trust (LSE:SDV) Net Margin %: 94.96% (As of Oct. 2025) — Near Median


LSE:SDV Chelverton UK Dividend Trust PLC LSE:SDV
42 GF Score
Price £1.43
! 2 Warning Signs
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What is Chelverton UK Dividend Trust Net Margin %?

Chelverton UK Dividend Trust LSE:SDV +3.45% 42 Net Margin % is 94.96% as of Oct. 2025, which is 7% below its 10-year median of 101.57. GuruFocus rates LSE:SDV with a GF Score™ of 42/100. The stock has 2 warning signs investors should review. Among 1,579 Asset Management companies, Chelverton UK Dividend Trust ranks worse than 76.88% on this metric.

Net margin is calculated as Net Income divided by its Revenue. Chelverton UK Dividend Trust's Net Income for the six months ended in Oct. 2025 was £3.99 Mil. Chelverton UK Dividend Trust's Revenue for the six months ended in Oct. 2025 was £4.20 Mil. Therefore, Chelverton UK Dividend Trust's net margin for the quarter that ended in Oct. 2025 was 94.96%.

The historical rank and industry rank for Chelverton UK Dividend Trust's Net Margin % or its related term are showing as below:

LSE:SDV' s Net Margin % Range Over the Past 10 Years
Min: -0.35   Med: 101.57   Max: 396.63
Current: 10.87


LSE:SDV's Net Margin % is ranked worse than
76.88% of 1579 companies
in the Asset Management industry
Industry Median: 84.88 vs LSE:SDV: 10.87

Chelverton UK Dividend Trust  (LSE:SDV) Net Margin % Explanation

Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.

But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.


Chelverton UK Dividend Trust Net Margin % Related Terms


Chelverton UK Dividend Trust Net Margin % Historical Data

* Premium members only.

The historical data trend for Chelverton UK Dividend Trust's Net 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.

Chelverton UK Dividend Trust Net Margin % Chart

Chelverton UK Dividend Trust Annual Data
Trend Apr16 Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25
Net Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 96.11 137.52 136.85 -0.35 396.63

Chelverton UK Dividend Trust Semi-Annual Data
Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25
Net 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 108.56 92.21 72.77 138.95 94.96

LSE:SDV vs BLK, BX, KKR: Net Margin % Comparison

For the Asset Management subindustry, Chelverton UK Dividend Trust's Net Margin %, along with its competitors' market caps and Net 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.


Chelverton UK Dividend Trust Net Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Chelverton UK Dividend Trust's Net Margin % distribution charts can be found below:

* The bar in red indicates where Chelverton UK Dividend Trust's Net Margin % falls into.


LSE:SDV
42GF Score
Chelverton UK Dividend Trust PLC LSE:SDV
Net Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chelverton UK Dividend Trust Net Margin % Calculation

Net margin - also known as net profit margin is the ratio of Net Income divided by net sales or Revenue, usually presented in percent.

Chelverton UK Dividend Trust's Net Margin for the fiscal year that ended in Apr. 2025 is calculated as

Net Margin=Net Income (A: Apr. 2025 )/Revenue (A: Apr. 2025 )
=-2.237/-0.564
=396.63 %

Chelverton UK Dividend Trust's Net Margin for the quarter that ended in Oct. 2025 is calculated as

Net Margin=Net Income (Q: Oct. 2025 )/Revenue (Q: Oct. 2025 )
=3.992/4.204
=94.96 %

* 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 Net Margin % →
What does a Net Margin % of 94.96% mean?
Chelverton UK Dividend Trust (LSE:SDV) has a Net Margin % of 94.96% as of Oct. 2025. Net margin is the ratio of total net income to net sales. View historical data on Chelverton UK Dividend Trust and its competitors. This is near median its historical median of 101.57. According to the industry distribution chart, Chelverton UK Dividend Trust ranks #1214 out of 1579 companies in the Asset Management industry, placing it in the top 76.9%.
Is Chelverton UK Dividend Trust's Net Margin % too high?
Chelverton UK Dividend Trust's current Net Margin % of 94.96% is near median its 10-year median of 101.57. The Asset Management industry median Net Margin % is 84.88. Chelverton UK Dividend Trust's value of 94.96% is 11.9% above this industry median. Based on the distribution chart, Chelverton UK Dividend Trust ranks #1214 out of 1579 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Chelverton UK Dividend Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Chelverton UK Dividend Trust's Net Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Chelverton UK Dividend Trust ranks #1214 out of 1579 companies for Net Margin %. This places Chelverton UK Dividend Trust in the lower half of its industry. The industry median Net Margin % is 84.88. Chelverton UK Dividend Trust's value of 94.96% is 11.9% above this benchmark. While the company's 10-year median is 101.57 vs. the industry median of 84.88, Chelverton UK Dividend 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 Net Margin % for an Asset Management company?
The median Net Margin % among Asset Management companies is 84.88, based on 1,579 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chelverton UK Dividend Trust's current Net Margin % of 94.96% is 11.9% 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Chelverton UK Dividend Trust and its competitors. For the Asset Management industry, the median Net Margin % is 84.88 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chelverton UK Dividend Trust's current Net Margin % is 94.96%, which is near median its own 10-year median of 101.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chelverton UK Dividend Trust stock overvalued right now?
Chelverton UK Dividend Trust (LSE:SDV) has a current Net Margin % of 94.96%. The current Net Margin % is 94.96%, which is near median its 10-year median of 101.57 and 11.9% above the Asset Management industry median of 84.88. Chelverton UK Dividend Trust's overall GF Score™ is 42/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Chelverton UK Dividend Trust (LSE:SDV), the current Net Margin % is 94.96% as of Oct. 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.

Chelverton UK Dividend Trust Business Description

Address Rodney Way, Hamilton Centre, Chelmsford, Essex, GBR, CM1 3BY
Chelverton UK Dividend Trust PLC is a closed-ended investment trust. The principal activity of the company is to carry on business as an investment trust. It focuses on private clients, financial intermediaries, institutional investors, and family offices. Its investment objective is to provide ordinary shareholders with a high income and opportunity for capital growth, having a capital return sufficient to repay the full final capital entitlement of the Zero Dividend Preference shares. The company invests in various sectors such as Support and Financial Services, Travel and Leisure, General Retailer, Household Goods and Home Construction, Industrial Engineering, and others.
42GF Score

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