Fidelity Special Values (CHIX:FSVL) Pre-Tax Income: £353.7 Mil (TTM As of Feb. 2026)

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CHIX:FSVL Fidelity Special Values PLC CHIX:FSVL
41 GF Score
Price £3.10
! 5 Warning Signs
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What is Fidelity Special Values Pre-Tax Income?

Fidelity Special Values CHIX:FSVL 41 Pre-Tax Income is £353.7 Mil as of Feb. 2026. GuruFocus rates CHIX:FSVL with a GF Score™ of 41/100. The stock has 5 warning signs investors should review.

Pretax income is the income that a company earns before paying income taxes. Fidelity Special Values's pretax income for the six months ended in Feb. 2026 was £214.6 Mil. Its pretax income for the trailing twelve months (TTM) ended in Feb. 2026 was £353.7 Mil. Fidelity Special Values's pretax margin was 99.77%.

During the past 13 years, Fidelity Special Values's highest Pretax Margin was 102.52%. The lowest was 96.80%. And the median was 99.51%.


Fidelity Special Values  (CHIX:FSVl) Pre-Tax Income Explanation

Fidelity Special Values's Pretax Margin for the quarter that ended in Feb. 2026 is calculated as

Pretax Margin=Pretax Income/Revenue
=214.602/215.099
=99.77%

During the past 13 years, Fidelity Special Values's highest Pretax Margin was 102.52%. The lowest was 96.80%. And the median was 99.51%.

* 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 Pre-Tax Income Related Terms


Fidelity Special Values Pre-Tax Income Historical Data

* Premium members only.

The historical data trend for Fidelity Special Values's Pre-Tax Income 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 Pre-Tax Income Chart

Fidelity Special Values Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
Pre-Tax Income
Get a 7-Day Free Trial Premium Member Only Premium Member Only 329.50 -43.24 54.99 224.16 158.66

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
Pre-Tax Income 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 37.83 186.33 19.60 139.06 214.60

CHIX:FSVL vs BLK, BX, KKR: Pre-Tax Income Comparison

For the Asset Management subindustry, Fidelity Special Values's Pre-Tax Income, along with its competitors' market caps and Pre-Tax Income 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 Pre-Tax Income vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Fidelity Special Values's Pre-Tax Income distribution charts can be found below:

* The bar in red indicates where Fidelity Special Values's Pre-Tax Income falls into.


CHIX:FSVL
41GF Score
Fidelity Special Values PLC CHIX:FSVL
Pre-Tax Income is just one metric. See GF Score™, valuation, warning signs, and more.
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Fidelity Special Values Pre-Tax Income Calculation

This is the income that a company earns before paying income taxes.

Fidelity Special Values's Pretax Income for the fiscal year that ended in Aug. 2025 is calculated as

Pretax Income=Operating Income+Other
=0+158.66
=158.7

Fidelity Special Values's Pretax Income for the quarter that ended in Feb. 2026 is calculated as

Pretax Income=Operating Income+Other
=0+214.602
=214.6

Pre-Tax Income for the trailing twelve months (TTM) ended in Feb. 2026 adds up the semi-annually data reported by the company within the most recent 12 months, which was £353.7 Mil.

* 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.

Frequently Asked Questions Learn more about Pre-Tax Income →
What does a Pre-Tax Income of £353.7 Mil mean?
Fidelity Special Values (CHIX:FSVL) has a Pre-Tax Income of £353.7 Mil as of Feb. 2026. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on Fidelity Special Values and its competitors.
Is Fidelity Special Values' Pre-Tax Income too high?
Fidelity Special Values' current Pre-Tax Income is £353.7 Mil. Overall, Fidelity Special Values has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Fidelity Special Values' Pre-Tax Income compare to BLK and BX?
Fidelity Special Values' Pre-Tax Income of £353.7 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pre-Tax Income for an Asset Management company?
A good Pre-Tax Income depends on the Asset Management industry context. However, Pre-Tax Income should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pre-Tax Income mean?
A high Pre-Tax Income can signal that a stock is expensive relative to its fundamentals. Pre-Tax Income is the total earnings before taxes but after all operating and interest expenses. View historical data on Fidelity Special Values and its competitors. Fidelity Special Values's current Pre-Tax Income is £353.7 Mil. 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 Pre-Tax Income of £353.7 Mil. The current Pre-Tax Income is £353.7 Mil. Fidelity Special Values' overall GF Score™ is 41/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pre-Tax Income calculated?
Pre-Tax Income is calculated from a company's financial statements. For Fidelity Special Values (CHIX:FSVL), the current Pre-Tax Income is £353.7 Mil as of Feb. 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.
41GF Score

Get the complete analysis for CHIX:FSVL

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

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