Baillie Gifford US Growth Trust (LSE:USA) OCF Margin %: -3.36% (As of Nov. 2025)


LSE:USA Baillie Gifford US Growth Trust PLC LSE:USA
33 GF Score
Price £3.36
! 5 Warning Signs
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What is Baillie Gifford US Growth Trust OCF Margin %?

Baillie Gifford US Growth Trust LSE:USA -1.03% 33 OCF Margin % is -3.36% as of Nov. 2025. GuruFocus rates LSE:USA with a GF Score™ of 33/100. The stock has 5 warning signs investors should review. Among 1,457 Asset Management companies, Baillie Gifford US Growth Trust ranks worse than 72.82% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. Baillie Gifford US Growth Trust's Cash Flow from Operations for the six months ended in Nov. 2025 was £-3.48 Mil. Baillie Gifford US Growth Trust's Revenue for the six months ended in Nov. 2025 was £103.33 Mil. Therefore, Baillie Gifford US Growth Trust's OCF Margin % for the quarter that ended in Nov. 2025 was -3.36%.

As of today, Baillie Gifford US Growth Trust's current OCF Yield % is -0.84%.

The historical rank and industry rank for Baillie Gifford US Growth Trust's OCF Margin % or its related term are showing as below:

LSE:USA' s OCF Margin % Range Over the Past 10 Years
Min: -6.42   Med: -1.64   Max: 33.85
Current: -12.89

During the past 7 years, the highest OCF Margin % of Baillie Gifford US Growth Trust was 33.85%. The lowest was -6.42%. And the median was -1.64%.

LSE:USA's OCF Margin % is ranked worse than
72.82% of 1457 companies
in the Asset Management industry
Industry Median: 15.58 vs LSE:USA: -12.89

Baillie Gifford US Growth Trust OCF Margin % Related Terms

Baillie Gifford US Growth Trust OCF Margin % Historical Data

* Premium members only.

The historical data trend for Baillie Gifford US Growth Trust'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.

Baillie Gifford US Growth Trust OCF Margin % Chart

Baillie Gifford US Growth Trust Annual Data
Trend May19 May20 May21 May22 May23 May24 May25
OCF Margin %
Get a 7-Day Free Trial -1.56 1.92 33.85 -6.42 -5.39

Baillie Gifford US Growth Trust Semi-Annual Data
Jul18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
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 -10.80 -4.84 -1.85 8.85 -3.36

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

For the Asset Management subindustry, Baillie Gifford US Growth Trust'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.

Baillie Gifford US Growth Trust OCF Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Baillie Gifford US Growth Trust's OCF Margin % distribution charts can be found below:

* The bar in red indicates where Baillie Gifford US Growth Trust's OCF Margin % falls into.


LSE:USA
33GF Score
Baillie Gifford US Growth Trust PLC LSE:USA
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Baillie Gifford US Growth Trust OCF Margin % Calculation

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

Baillie Gifford US Growth Trust's OCF Margin for the fiscal year that ended in May. 2025 is calculated as

OCF Margin=Cash Flow from Operations (A: May. 2025 )/Revenue (A: May. 2025 )
=-7.373/136.667
=-5.39 %

Baillie Gifford US Growth Trust's OCF Margin for the quarter that ended in Nov. 2025 is calculated as

OCF Margin=Cash Flow from Operations (Q: Nov. 2025 )/Revenue (Q: Nov. 2025 )
=-3.475/103.334
=-3.36 %

* 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 -3.36% mean?
Baillie Gifford US Growth Trust (LSE:USA) has a OCF Margin % of -3.36% as of Nov. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Baillie Gifford US Growth Trust and its competitors. According to the industry distribution chart, Baillie Gifford US Growth Trust ranks #1061 out of 1457 companies in the Asset Management industry, placing it in the top 72.8%.
Is Baillie Gifford US Growth Trust's OCF Margin % too high?
Baillie Gifford US Growth Trust's current OCF Margin % is -3.36%. Based on the distribution chart, Baillie Gifford US Growth Trust ranks #1061 out of 1457 companies in the Asset Management industry, which is below the industry midpoint. Overall, Baillie Gifford US Growth Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Baillie Gifford US Growth Trust's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baillie Gifford US Growth Trust ranks #1061 out of 1457 companies for OCF Margin %. This places Baillie Gifford US Growth Trust in the lower half of its industry. The industry median OCF Margin % is 15.58. 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 15.58, based on 1,457 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. 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 Baillie Gifford US Growth Trust and its competitors. For the Asset Management industry, the median OCF Margin % is 15.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baillie Gifford US Growth Trust's current OCF Margin % is -3.36%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baillie Gifford US Growth Trust stock overvalued right now?
Baillie Gifford US Growth Trust (LSE:USA) has a current OCF Margin % of -3.36%. The current OCF Margin % is -3.36%. Baillie Gifford US Growth Trust's overall GF Score™ is 33/100 with 5 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 Baillie Gifford US Growth Trust (LSE:USA), the current OCF Margin % is -3.36% as of Nov. 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.

Baillie Gifford US Growth Trust Business Description

Address 3 Street Helen’s Place, London, GBR, EC3A 6AB
Baillie Gifford US Growth Trust PLC is a closed-end company. Its investment objective is to produce long-term capital growth. It seeks to invest predominantly in listed and unlisted US companies. It invests in equities, multi-asset, and fixed income. The company makes its investments either directly, or through one or more wholly owned subsidiary companies, or through investment funds.
33GF Score

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

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