JPMorgan UK Small Cap Growth &ome (LSE:JUGI) OCF Margin %: 25.59% (As of Jan. 2026)


LSE:JUGI JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
36 GF Score
Price £3.24
! 3 Warning Signs
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What is JPMorgan UK Small Cap Growth &ome OCF Margin %?

JPMorgan UK Small Cap Growth &ome LSE:JUGI -0.15% 36 OCF Margin % is 25.59% as of Jan. 2026. GuruFocus rates LSE:JUGI with a GF Score™ of 36/100. The stock has 3 warning signs investors should review. Among 1,458 Asset Management companies, JPMorgan UK Small Cap Growth &ome ranks better than 55.08% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. JPMorgan UK Small Cap Growth &ome's Cash Flow from Operations for the six months ended in Jan. 2026 was £5.58 Mil. JPMorgan UK Small Cap Growth &ome's Revenue for the six months ended in Jan. 2026 was £21.81 Mil. Therefore, JPMorgan UK Small Cap Growth &ome's OCF Margin % for the quarter that ended in Jan. 2026 was 25.59%.

As of today, JPMorgan UK Small Cap Growth &ome's current OCF Yield % is 3.33%.

The historical rank and industry rank for JPMorgan UK Small Cap Growth &ome's OCF Margin % or its related term are showing as below:

LSE:JUGI' s OCF Margin % Range Over the Past 10 Years
Min: -607.6   Med: -2.19   Max: 21.35
Current: 23.14


During the past 13 years, the highest OCF Margin % of JPMorgan UK Small Cap Growth &ome was 21.35%. The lowest was -607.60%. And the median was -2.19%.

LSE:JUGI's OCF Margin % is ranked better than
55.08% of 1458 companies
in the Asset Management industry
Industry Median: 15.84 vs LSE:JUGI: 23.14


JPMorgan UK Small Cap Growth &ome OCF Margin % Related Terms


JPMorgan UK Small Cap Growth &ome OCF Margin % Historical Data

* Premium members only.

The historical data trend for JPMorgan UK Small Cap Growth &ome's OCF 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 UK Small Cap Growth &ome OCF Margin % Chart

JPMorgan UK Small Cap Growth &ome Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
OCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.13 -5.50 -50.86 13.60 -607.60

JPMorgan UK Small Cap Growth &ome Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
OCF 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 14.56 13.37 -14.32 21.61 25.59

LSE:JUGI vs BLK, BX, KKR: OCF Margin % Comparison

For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome's OCF Margin %, along with its competitors' market caps and OCF 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 UK Small Cap Growth &ome OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's OCF Margin % distribution charts can be found below:

* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's OCF Margin % falls into.


LSE:JUGI
36GF Score
JPMorgan UK Small Cap Growth & Income PLC LSE:JUGI
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan UK Small Cap Growth &ome OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

JPMorgan UK Small Cap Growth &ome's OCF Margin for the fiscal year that ended in Jul. 2025 is calculated as

OCF Margin=Cash Flow from Operations (A: Jul. 2025 )/Revenue (A: Jul. 2025 )
=12.796/-2.106
=-607.60 %

JPMorgan UK Small Cap Growth &ome's OCF Margin for the quarter that ended in Jan. 2026 is calculated as

OCF Margin=Cash Flow from Operations (Q: Jan. 2026 )/Revenue (Q: Jan. 2026 )
=5.582/21.81
=25.59 %

* 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 OCF Margin % →
What does a OCF Margin % of 25.59% mean?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a OCF Margin % of 25.59% as of Jan. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. According to the industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #655 out of 1458 companies in the Asset Management industry, placing it in the top 44.9%.
Is JPMorgan UK Small Cap Growth &ome's OCF Margin % too high?
JPMorgan UK Small Cap Growth &ome's current OCF Margin % is 25.59%. The Asset Management industry median OCF Margin % is 15.84. JPMorgan UK Small Cap Growth &ome's value of 25.59% is 61.6% above this industry median. Based on the distribution chart, JPMorgan UK Small Cap Growth &ome ranks #655 out of 1458 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan UK Small Cap Growth &ome has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan UK Small Cap Growth &ome's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan UK Small Cap Growth &ome ranks #655 out of 1458 companies for OCF Margin %. This puts JPMorgan UK Small Cap Growth &ome in the upper half of its industry. The industry median OCF Margin % is 15.84. JPMorgan UK Small Cap Growth &ome's value of 25.59% is 61.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.84, based on 1,458 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. JPMorgan UK Small Cap Growth &ome's current OCF Margin % of 25.59% is 61.6% 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on JPMorgan UK Small Cap Growth &ome and its competitors. For the Asset Management industry, the median OCF Margin % is 15.84 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JPMorgan UK Small Cap Growth &ome's current OCF Margin % is 25.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan UK Small Cap Growth &ome stock overvalued right now?
JPMorgan UK Small Cap Growth &ome (LSE:JUGI) has a current OCF Margin % of 25.59%. The current OCF Margin % is 25.59% and 61.6% above the Asset Management industry median of 15.84. JPMorgan UK Small Cap Growth &ome's overall GF Score™ is 36/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For JPMorgan UK Small Cap Growth &ome (LSE:JUGI), the current OCF Margin % is 25.59% as of Jan. 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.

JPMorgan UK Small Cap Growth &ome Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Small Cap Growth & Income PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.
36GF Score

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