Fidelity Special ValuesCHIX:FSVL 33 Pretax Margin % is 99.77% as of Feb. 2026, which is 0% above its 10-year median of 99.51. GuruFocus rates CHIX:FSVL with a GF Score™ of 33/100. The stock has 4 warning signs investors should review. Among 1,576 Asset Management companies, Fidelity Special Values ranks better than 81.79% on this metric.
The historical rank and industry rank for Fidelity Special Values's Pretax Margin % or its related term are showing as below:
CHIX:FSVl'
s Pretax Margin % Range Over the Past 10 Years
Min: 96.8 Med: 99.51 Max: 102.52
Current: 99.73
CHIX:FSVl's Pretax Margin % is ranked better than 81.79% of 1576
companies
in the Asset Management industry
Industry Median: 89.475
vs CHIX:FSVl: 99.73
Fidelity Special Values (CHIX:FSVl) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Fidelity Special Values Pretax Margin % Related Terms
Fidelity Special Values Pretax Margin % Historical Data
* 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.
CHIX:FSVL vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Fidelity Special Values's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fidelity Special Values's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Fidelity Special Values's Pretax Margin % falls into.
* 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 (CHIX:FSVL) has a Pretax Margin % of 99.77% as of Feb. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Fidelity Special Values and its competitors. This is near median its historical median of 99.51. Over the past decade, Fidelity Special Values' Pretax Margin % has ranged from 96.80 to 102.52. According to the industry distribution chart, Fidelity Special Values ranks #287 out of 1576 companies in the Asset Management industry, placing it in the top 18.2%.
Is Fidelity Special Values' Pretax Margin % too high?
Fidelity Special Values' current Pretax Margin % of 99.77% is near median its 10-year median of 99.51. Over the past 10 years, this metric has ranged from a low of 96.80 to a high of 102.52. The Asset Management industry median Pretax Margin % is 89.48. Fidelity Special Values' value of 99.77% is 11.5% above this industry median. Based on the distribution chart, Fidelity Special Values ranks #287 out of 1576 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' Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Fidelity Special Values ranks #287 out of 1576 companies for Pretax Margin %. This places Fidelity Special Values in the top 18% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 89.48. Fidelity Special Values' value of 99.77% is 11.5% above this benchmark. Historically, Fidelity Special Values' own Pretax Margin % has ranged from 96.80 to 102.52 over the past decade. While the company's 10-year median is 99.51 vs. the industry median of 89.48, Fidelity Special Values has consistently been above 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fidelity Special Values's current Pretax Margin % of 99.77% is 11.5% above 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Fidelity Special Values and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fidelity Special Values's current Pretax Margin % is 99.77%, which is near median its own 10-year median of 99.51. 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 Pretax Margin % of 99.77%. The current Pretax Margin % is 99.77%, which is near median its 10-year median of 99.51 and 11.5% above the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Fidelity Special Values (CHIX:FSVL), the current Pretax Margin % is 99.77% 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 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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