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Investment Company (The) (LSE:INV) PEG Ratio : 3.15 (As of Apr. 09, 2025)


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What is Investment Company (The) PEG Ratio?

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, Investment Company (The)'s PE Ratio without NRI is 8.50. Investment Company (The)'s 5-Year Book Value growth rate is 2.70%. Therefore, Investment Company (The)'s PEG Ratio for today is 3.15.

* 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 Investment Company (The)'s PEG Ratio or its related term are showing as below:

LSE:INV' s PEG Ratio Range Over the Past 10 Years
Min: 0.27   Med: 6.45   Max: 11.43
Current: 3.15


During the past 13 years, Investment Company (The)'s highest PEG Ratio was 11.43. The lowest was 0.27. And the median was 6.45.


LSE:INV's PEG Ratio is ranked worse than
70.95% of 482 companies
in the Asset Management industry
Industry Median: 1.545 vs LSE:INV: 3.15

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


Investment Company (The) PEG Ratio Historical Data

The historical data trend for Investment Company (The)'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.

* Premium members only.

Investment Company (The) PEG Ratio Chart

Investment Company (The) Annual Data
Trend Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - - 2.64

Investment Company (The) Semi-Annual Data
Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24
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 - - - 2.64 -

Competitive Comparison of Investment Company (The)'s PEG Ratio

For the Asset Management subindustry, Investment Company (The)'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.


Investment Company (The)'s PEG Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Investment Company (The)'s PEG Ratio distribution charts can be found below:

* The bar in red indicates where Investment Company (The)'s PEG Ratio falls into.


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Investment Company (The) 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.

Investment Company (The)'s PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=8.5/2.70
=3.15

* 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.


Investment Company (The)  (LSE:INV) 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.


Investment Company (The) PEG Ratio Related Terms

Thank you for viewing the detailed overview of Investment Company (The)'s PEG Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Investment Company (The) Business Description

Traded in Other Exchanges
N/A
Address
Den House, The Office Suite, Den Promenade, Teignmouth, GBR, TQ14 8SY
Investment Company (The) PLC is engaged in the investment of equity securities. Its investment objective is to increase capital growth for shareholders over the long term by investing in good quality, quoted, UK small and mid-cap companies. The company is engaged in a single segment of the investment business.