JPMorgan Claverhouse Investment Trust (LSE:JCH) PEG Ratio: 1.31 (As of Jul. 12, 2026) — Near Median


LSE:JCH JPMorgan Claverhouse Investment Trust PLC LSE:JCH
53 GF Score
Price £9.46
GF Value £25.53
Valuation Possible Value Trap
! 4 Warning Signs
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What is JPMorgan Claverhouse Investment Trust PEG Ratio?

JPMorgan Claverhouse Investment Trust LSE:JCH +1.50% 53 PEG Ratio is 1.31 as of Jul. 12, 2026, which is 8% above its 10-year median of 1.21. GuruFocus rates LSE:JCH with a GF Score™ of 53/100 and a GF Value™ of £25.53 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 497 Asset Management companies, JPMorgan Claverhouse Investment Trust ranks better than 56.94% 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, JPMorgan Claverhouse Investment Trust's PE Ratio without NRI is 4.72. JPMorgan Claverhouse Investment Trust's 5-Year Book Value growth rate is 3.60%. Therefore, JPMorgan Claverhouse Investment Trust's PEG Ratio for today is 1.31.

* 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 JPMorgan Claverhouse Investment Trust's PEG Ratio or its related term are showing as below:

LSE:JCH' s PEG Ratio Range Over the Past 10 Years
Min: 0.76   Med: 1.21   Max: 44.77
Current: 1.31


During the past 13 years, JPMorgan Claverhouse Investment Trust's highest PEG Ratio was 44.77. The lowest was 0.76. And the median was 1.21.


LSE:JCH's PEG Ratio is ranked better than
56.94% of 497 companies
in the Asset Management industry
Industry Median: 1.72 vs LSE:JCH: 1.31

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


JPMorgan Claverhouse Investment Trust  (LSE:JCH) 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.


JPMorgan Claverhouse Investment Trust PEG Ratio Related Terms


JPMorgan Claverhouse Investment Trust PEG Ratio Historical Data

* Premium members only.

The historical data trend for JPMorgan Claverhouse Investment 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.

JPMorgan Claverhouse Investment Trust PEG Ratio Chart

JPMorgan Claverhouse Investment Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.78 0.00 41.06 0.00 1.19

JPMorgan Claverhouse Investment Trust Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 41.06 0.00 0.00 0.00 1.19

LSE:JCH vs BLK, BX, KKR: PEG Ratio Comparison

For the Asset Management subindustry, JPMorgan Claverhouse Investment 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.


JPMorgan Claverhouse Investment Trust PEG Ratio vs Asset Management Industry

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

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's PEG Ratio falls into.


LSE:JCH
53GF Score
JPMorgan Claverhouse Investment Trust PLC LSE:JCH
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan Claverhouse Investment 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.

JPMorgan Claverhouse Investment Trust's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=4.715852442672/3.60
=1.31

* 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 1.31 mean?
JPMorgan Claverhouse Investment Trust (LSE:JCH) has a PEG Ratio of 1.31 as of Jul. 12, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on JPMorgan Claverhouse Investment Trust and its competitors. This is near median its historical median of 1.21. Over the past decade, JPMorgan Claverhouse Investment Trust's PEG Ratio has ranged from 0.76 to 44.77. According to the industry distribution chart, JPMorgan Claverhouse Investment Trust ranks #214 out of 497 companies in the Asset Management industry, placing it in the top 43.1%.
Is JPMorgan Claverhouse Investment Trust's PEG Ratio too high?
JPMorgan Claverhouse Investment Trust's current PEG Ratio of 1.31 is near median its 10-year median of 1.21. Over the past 10 years, this metric has ranged from a low of 0.76 to a high of 44.77. The Asset Management industry median PEG Ratio is 1.72. JPMorgan Claverhouse Investment Trust's value of 1.31 is 23.8% below this industry median. Based on the distribution chart, JPMorgan Claverhouse Investment Trust ranks #214 out of 497 companies in the Asset Management industry, which is above the industry midpoint. Overall, JPMorgan Claverhouse Investment Trust has a GF Score™ of 53/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does JPMorgan Claverhouse Investment Trust's PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, JPMorgan Claverhouse Investment Trust ranks #214 out of 497 companies for PEG Ratio. This puts JPMorgan Claverhouse Investment Trust in the upper half of its industry. The industry median PEG Ratio is 1.72. JPMorgan Claverhouse Investment Trust's value of 1.31 is 23.8% below this benchmark. Historically, JPMorgan Claverhouse Investment Trust's own PEG Ratio has ranged from 0.76 to 44.77 over the past decade. While the company's 10-year median is 1.21 vs. the industry median of 1.72, JPMorgan Claverhouse Investment Trust 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. JPMorgan Claverhouse Investment Trust's current PEG Ratio of 1.31 is 23.8% 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 JPMorgan Claverhouse Investment 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. JPMorgan Claverhouse Investment Trust's current PEG Ratio is 1.31, which is near median its own 10-year median of 1.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan Claverhouse Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust (LSE:JCH) is currently considered Possible Value Trap. The stock's GF Value™ is £25.53, compared to a current price of £9.46 — trading 62.9% below its estimated fair value. The current PEG Ratio is 1.31, which is near median its 10-year median of 1.21 and 23.8% below the Asset Management industry median of 1.72. JPMorgan Claverhouse Investment Trust's overall GF Score™ is 53/100 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 JPMorgan Claverhouse Investment Trust (LSE:JCH), the current PEG Ratio is 1.31 as of Jul. 12, 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 JPMorgan Claverhouse Investment Trust (LSE:JCH) Overvalued in 2026?

Based on GuruFocus' analysis, JPMorgan Claverhouse Investment Trust stock appears to be undervalued. The current stock price of £9.46 is trading 62.9% below its estimated GF Value™ of £25.53. GuruFocus considers JPMorgan Claverhouse Investment Trust to be Possible Value Trap.

Key valuation signals for LSE:JCH:

  • PEG Ratio: 1.31 (near median its 10-year median of 1.21)
  • GF Value™: £25.53 vs. price of £9.46 (62.9% below fair value)
  • GF Score™: 53/100 with 4 warning signs
  • Industry Position: 23.8% below the Asset Management median (#214 of 497)

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


JPMorgan Claverhouse Investment Trust Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with a combination of capital and income growth from UK investments. The company mainly invests in a diversified portfolio, with a predominant focus on companies listed on the London Stock Exchange. The portfolio typically comprises between sixty and eighty investments across a broad range of sectors, including Financials, Industrials, Technology, Consumer Staples, Basic Materials, and Real Estate, among others. Its performance is benchmarked against the FTSE All-Share Index on a total return basis.
53GF Score

Get the complete analysis for LSE:JCH

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

£9.46
Price
£25.53
GF Value