Monks Investment Trust (The) (LSE:MNKS) PEG Ratio: 1.13 (As of Jul. 25, 2026) — 85% Above Median

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LSE:MNKS Monks Investment Trust (The) PLC LSE:MNKS
38 GF Score
Price £15.80
! 4 Warning Signs
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What is Monks Investment Trust (The) PEG Ratio?

Monks Investment Trust (The) LSE:MNKS -0.38% 38 PEG Ratio is 1.13 as of Jul. 25, 2026, which is 85% above its 10-year median of 0.61. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 warning signs investors should review. Among 495 Asset Management companies, Monks Investment Trust (The) ranks better than 59.6% 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, Monks Investment Trust (The)'s PE Ratio without NRI is 4.53. Monks Investment Trust (The)'s 5-Year Book Value growth rate is 4.00%. Therefore, Monks Investment Trust (The)'s PEG Ratio for today is 1.13.

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

LSE:MNKS' s PEG Ratio Range Over the Past 10 Years
Min: 0.11   Med: 0.61   Max: 3.63
Current: 1.13


During the past 13 years, Monks Investment Trust (The)'s highest PEG Ratio was 3.63. The lowest was 0.11. And the median was 0.61.


LSE:MNKS's PEG Ratio is ranked better than
59.6% of 495 companies
in the Asset Management industry
Industry Median: 1.7 vs LSE:MNKS: 1.13

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


Monks Investment Trust (The)  (LSE:MNKS) 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.


Monks Investment Trust (The) PEG Ratio Related Terms


Monks Investment Trust (The) PEG Ratio Historical Data

* Premium members only.

The historical data trend for Monks Investment Trust (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.

Monks Investment Trust (The) PEG Ratio Chart

Monks Investment Trust (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.99 0.00 1.05

Monks Investment Trust (The) Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 0.99 0.00 0.00 0.00 1.05

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

For the Asset Management subindustry, Monks Investment Trust (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.


Monks Investment Trust (The) PEG Ratio vs Asset Management Industry

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

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


LSE:MNKS
38GF Score
Monks Investment Trust (The) PLC LSE:MNKS
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Monks Investment Trust (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.

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

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=4.5272206303725/4.00
=1.13

* 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 1.13 mean?
Monks Investment Trust (The) (LSE:MNKS) has a PEG Ratio of 1.13 as of Jul. 25, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Monks Investment Trust (The) and its competitors. This is 85% above median its historical median of 0.61. Over the past decade, Monks Investment Trust (The)'s PEG Ratio has ranged from 0.11 to 3.63. According to the industry distribution chart, Monks Investment Trust (The) ranks #200 out of 495 companies in the Asset Management industry, placing it in the top 40.4%.
Is Monks Investment Trust (The)'s PEG Ratio too high?
Monks Investment Trust (The)'s current PEG Ratio of 1.13 is 85% above median its 10-year median of 0.61. Over the past 10 years, this metric has ranged from a low of 0.11 to a high of 3.63. The Asset Management industry median PEG Ratio is 1.70. Monks Investment Trust (The)'s value of 1.13 is 33.5% below this industry median. Based on the distribution chart, Monks Investment Trust (The) ranks #200 out of 495 companies in the Asset Management industry, which is above the industry midpoint. Overall, Monks Investment Trust (The) has a GF Score™ of 38/100, reflecting its overall financial health beyond just this single metric.
How does Monks Investment Trust (The)'s PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Monks Investment Trust (The) ranks #200 out of 495 companies for PEG Ratio. This puts Monks Investment Trust (The) in the upper half of its industry. The industry median PEG Ratio is 1.70. Monks Investment Trust (The)'s value of 1.13 is 33.5% below this benchmark. Historically, Monks Investment Trust (The)'s own PEG Ratio has ranged from 0.11 to 3.63 over the past decade. While the company's 10-year median is 0.61 vs. the industry median of 1.70, Monks Investment Trust (The) 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 1.70, 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. Monks Investment Trust (The)'s current PEG Ratio of 1.13 is 33.5% 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 Monks Investment Trust (The) and its competitors. For the Asset Management industry, the median PEG Ratio is 1.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Monks Investment Trust (The)'s current PEG Ratio is 1.13, which is 85% above median its own 10-year median of 0.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monks Investment Trust (The) stock overvalued right now?
Monks Investment Trust (The) (LSE:MNKS) has a current PEG Ratio of 1.13. The current PEG Ratio is 1.13, which is 85% above median its 10-year median of 0.61 and 33.5% below the Asset Management industry median of 1.70. Monks Investment Trust (The)'s overall GF Score™ is 38/100 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 Monks Investment Trust (The) (LSE:MNKS), the current PEG Ratio is 1.13 as of Jul. 25, 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.

Monks Investment Trust (The) Business Description

Address 3 Saint Helen’s Place, London, GBR, EC3A 6AB
Monks Investment Trust (The) PLC operates as an investment trust. Its investment objective is to invest internationally to achieve capital growth, which takes priority over income and dividends. The company invests principally in a portfolio of internationally quoted equities. It has a presence in North America, Continental Europe, Asia, Japan, and Other Countries. The company invests in Technology, Telecommunications, Financials, Consumer Services, Healthcare, Consumer Goods, Industrials, Oil and Gas, and Basic Materials. It is engaged in a single segment of business, being that of an investment trust company. It has majority revenue from the Technology sector.
38GF Score

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