Fidelity Special Values (CHIX:FSVL) PEG Ratio: 0.24 (As of Jun. 27, 2026) — 70% Below Median


CHIX:FSVL Fidelity Special Values PLC CHIX:FSVL
33 GF Score
Price £3.10
! 4 Warning Signs
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What is Fidelity Special Values PEG Ratio?

Fidelity Special Values CHIX:FSVL 33 PEG Ratio is 0.24 as of Jun. 27, 2026, which is 70% below its 10-year median of 0.81. GuruFocus rates CHIX:FSVL with a GF Score™ of 33/100. The stock has 4 warning signs investors should review. Among 497 Asset Management companies, Fidelity Special Values ranks better than 87.53% 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, Fidelity Special Values's PE Ratio without NRI is 2.84. Fidelity Special Values's 5-Year Book Value growth rate is 11.60%. Therefore, Fidelity Special Values's PEG Ratio for today is 0.24.

* 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 Fidelity Special Values's PEG Ratio or its related term are showing as below:

CHIX:FSVl' s PEG Ratio Range Over the Past 10 Years
Min: 0.34   Med: 0.81   Max: 5.87
Current: 0.34


During the past 13 years, Fidelity Special Values's highest PEG Ratio was 5.87. The lowest was 0.34. And the median was 0.81.


CHIX:FSVl's PEG Ratio is ranked better than
87.53% of 497 companies
in the Asset Management industry
Industry Median: 1.72 vs CHIX:FSVl: 0.34

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


Fidelity Special Values  (CHIX:FSVl) 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.


Fidelity Special Values PEG Ratio Related Terms


Fidelity Special Values PEG Ratio Historical Data

* Premium members only.

The historical data trend for Fidelity Special Values'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.

Fidelity Special Values PEG Ratio Chart

Fidelity Special Values Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.10 0.00 4.74 0.57 0.67

Fidelity Special Values Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 0.57 0.00 0.67 0.00

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

For the Asset Management subindustry, Fidelity Special Values'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.


Fidelity Special Values PEG Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidelity Special Values's PEG Ratio distribution charts can be found below:

* The bar in red indicates where Fidelity Special Values's PEG Ratio falls into.


CHIX:FSVL
33GF Score
Fidelity Special Values PLC CHIX:FSVL
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidelity Special Values 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.

Fidelity Special Values's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=2.836230558097/11.60
=0.24

* 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 0.24 mean?
Fidelity Special Values (CHIX:FSVL) has a PEG Ratio of 0.24 as of Jun. 27, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Fidelity Special Values and its competitors. This is 70% below median its historical median of 0.81. Over the past decade, Fidelity Special Values' PEG Ratio has ranged from 0.34 to 5.87. According to the industry distribution chart, Fidelity Special Values ranks #62 out of 497 companies in the Asset Management industry, placing it in the top 12.5%.
Is Fidelity Special Values' PEG Ratio too high?
Fidelity Special Values' current PEG Ratio of 0.24 is 70% below median its 10-year median of 0.81. Over the past 10 years, this metric has ranged from a low of 0.34 to a high of 5.87. The Asset Management industry median PEG Ratio is 1.72. Fidelity Special Values' value of 0.24 is 86% below this industry median. Based on the distribution chart, Fidelity Special Values ranks #62 out of 497 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fidelity Special Values has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity Special Values' PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity Special Values ranks #62 out of 497 companies for PEG Ratio. This places Fidelity Special Values in the top 13% of its industry — outperforming the majority of peers. The industry median PEG Ratio is 1.72. Fidelity Special Values' value of 0.24 is 86% below this benchmark. Historically, Fidelity Special Values' own PEG Ratio has ranged from 0.34 to 5.87 over the past decade. While the company's 10-year median is 0.81 vs. the industry median of 1.72, Fidelity Special Values 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 497 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. Fidelity Special Values's current PEG Ratio of 0.24 is 86% 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 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 Fidelity Special Values 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. Fidelity Special Values's current PEG Ratio is 0.24, which is 70% below median its own 10-year median of 0.81. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fidelity Special Values stock overvalued right now?
Fidelity Special Values (CHIX:FSVL) has a current PEG Ratio of 0.24. The current PEG Ratio is 0.24, which is 70% below median its 10-year median of 0.81 and 86% below the Asset Management industry median of 1.72. Fidelity Special Values' overall GF Score™ is 33/100 with 4 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 Fidelity Special Values (CHIX:FSVL), the current PEG Ratio is 0.24 as of Jun. 27, 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.

Fidelity Special Values Business Description

Other Exchanges FSV:UK
Address Millfield Lane, Beech Gate, Lower Kingswood, Tadworth, Surrey, GBR, KT20 6RP
Fidelity Special Values PLC is an investment trust company operating in the UK. The company's investment objective is to achieve long term capital growth predominantly through investment in UK listed companies. It seeks to meet its investment objective through investment in a diversified portfolio of securities issued by or related to predominantly the UK listed companies across the market capitalization spectrum, and the investment approach is flexible with positions in large, medium and smaller sized companies. The group may use gearing to enhance long term capital growth using debt and CFDs, depending on the relative cost and availability of those instruments.
33GF Score

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