AVI Global Trust (CHIX:AGTL) PEG Ratio: 2.25 (As of Jul. 04, 2026) — 125% Above Median


CHIX:AGTL AVI Global Trust PLC CHIX:AGTL
47 GF Score
Price £2.37
GF Value £0.98
! 5 Warning Signs
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What is AVI Global Trust PEG Ratio?

AVI Global Trust CHIX:AGTL 47 PEG Ratio is 2.25 as of Jul. 04, 2026, which is 125% above its 10-year median of 1.00. GuruFocus rates CHIX:AGTL with a GF Score™ of 47/100 and a GF Value™ of £0.98. The stock has 5 warning signs investors should review. Among 495 Asset Management companies, AVI Global Trust ranks worse than 60.61% on this metric.

PE Ratio without NRI / 5-Year Book Value Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use for banks is the 5-Year Book Value growth rate. As of today, AVI Global Trust's PE Ratio without NRI is 20.26. AVI Global Trust's 5-Year Book Value growth rate is 9.00%. Therefore, AVI Global Trust's PEG Ratio for today is 2.25.

* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for AVI Global Trust's PEG Ratio or its related term are showing as below:

CHIX:AGTl' s PEG Ratio Range Over the Past 10 Years
Min: 0.38   Med: 1   Max: 4.32
Current: 2.44


During the past 13 years, AVI Global Trust's highest PEG Ratio was 4.32. The lowest was 0.38. And the median was 1.00.


CHIX:AGTl's PEG Ratio is ranked worse than
60.61% of 495 companies
in the Asset Management industry
Industry Median: 1.72 vs CHIX:AGTl: 2.44

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


AVI Global Trust  (CHIX:AGTl) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


AVI Global Trust PEG Ratio Related Terms


AVI Global Trust PEG Ratio Historical Data

* Premium members only.

The historical data trend for AVI Global Trust's PEG Ratio 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.

AVI Global Trust PEG Ratio Chart

AVI Global Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.43 0.00 1.15 0.91 1.04

AVI Global Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
PEG Ratio 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 0.00 0.91 0.00 1.04 0.00

CHIX:AGTL vs BLK, BX, KKR: PEG Ratio Comparison

For the Asset Management subindustry, AVI Global Trust's PEG Ratio, along with its competitors' market caps and PEG Ratio 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.


AVI Global Trust PEG Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, AVI Global Trust's PEG Ratio distribution charts can be found below:

* The bar in red indicates where AVI Global Trust's PEG Ratio falls into.


CHIX:AGTL
47GF Score
AVI Global Trust PLC CHIX:AGTL
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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AVI Global Trust PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year Book Value growth rate.

AVI Global Trust's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=20.25641025641/9.00
=2.25

* 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.

* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.

Frequently Asked Questions Learn more about PEG Ratio →
What does a PEG Ratio of 2.25 mean?
AVI Global Trust (CHIX:AGTL) has a PEG Ratio of 2.25 as of Jul. 04, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on AVI Global Trust and its competitors. This is 125% above median its historical median of 1.00. Over the past decade, AVI Global Trust's PEG Ratio has ranged from 0.38 to 4.32. According to the industry distribution chart, AVI Global Trust ranks #300 out of 495 companies in the Asset Management industry, placing it in the top 60.6%.
Is AVI Global Trust's PEG Ratio too high?
AVI Global Trust's current PEG Ratio of 2.25 is 125% above median its 10-year median of 1.00. Over the past 10 years, this metric has ranged from a low of 0.38 to a high of 4.32. The Asset Management industry median PEG Ratio is 1.72. AVI Global Trust's value of 2.25 is 30.8% above this industry median. Based on the distribution chart, AVI Global Trust ranks #300 out of 495 companies in the Asset Management industry, which is below the industry midpoint. Overall, AVI Global Trust has a GF Score™ of 47/100, reflecting its overall financial health beyond just this single metric.
How does AVI Global Trust's PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, AVI Global Trust ranks #300 out of 495 companies for PEG Ratio. This places AVI Global Trust in the lower half of its industry. The industry median PEG Ratio is 1.72. AVI Global Trust's value of 2.25 is 30.8% above this benchmark. Historically, AVI Global Trust's own PEG Ratio has ranged from 0.38 to 4.32 over the past decade. While the company's 10-year median is 1.00 vs. the industry median of 1.72, AVI Global 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 495 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AVI Global Trust's current PEG Ratio of 2.25 is 30.8% 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on AVI Global Trust and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AVI Global Trust's current PEG Ratio is 2.25, which is 125% above median its own 10-year median of 1.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AVI Global Trust stock overvalued right now?
AVI Global Trust (CHIX:AGTL) has a current PEG Ratio of 2.25. The stock's GF Value™ is £0.98, compared to a current price of £2.37 — trading 141.8% above its estimated fair value. The current PEG Ratio is 2.25, which is 125% above median its 10-year median of 1.00 and 30.8% above the Asset Management industry median of 1.72. AVI Global Trust's overall GF Score™ is 47/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For AVI Global Trust (CHIX:AGTL), the current PEG Ratio is 2.25 as of Jul. 04, 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.

Is AVI Global Trust (CHIX:AGTL) Overvalued in 2026?

Based on GuruFocus' analysis, AVI Global Trust stock appears to be overvalued. The current stock price of £2.37 is trading 141.8% above its estimated GF Value™ of £0.98.

Key valuation signals for CHIX:AGTL:

  • PEG Ratio: 2.25 (125% above median its 10-year median of 1.00)
  • GF Value™: £0.98 vs. price of £2.37 (141.8% above fair value)
  • GF Score™: 47/100 with 5 warning signs
  • Industry Position: 30.8% above the Asset Management median (#300 of 495)

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


AVI Global Trust Business Description

Other Exchanges AGT:UK
Address 51 Lime Street, 19th Floor, London, GBR, EC3M 7DQL
AVI Global Trust PLC is a closed-end investment trust. Its investment objective is to achieve capital growth through a portfolio of investments, particularly in companies whose shares stand at a discount to estimated underlying net asset value. The company invests in companies listed on stock exchanges in the UK and/or overseas, which includes investment holding companies, investment trusts, and other companies.
47GF Score

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

£2.37
Price
£0.98
GF Value