Pacific Horizon Investment Trust (CHIX:PHIL) Pretax Margin %: 99.80% (As of Jan. 2026) — Near Median


CHIX:PHIL Pacific Horizon Investment Trust PLC CHIX:PHIL
33 GF Score
Price £5.66
! 6 Warning Signs
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What is Pacific Horizon Investment Trust Pretax Margin %?

Pacific Horizon Investment Trust CHIX:PHIL 33 Pretax Margin % is 99.80% as of Jan. 2026, which is 1% above its 10-year median of 99.26. GuruFocus rates CHIX:PHIL with a GF Score™ of 33/100. The stock has 6 warning signs investors should review. Among 1,576 Asset Management companies, Pacific Horizon Investment Trust ranks better than 81.22% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Pacific Horizon Investment Trust's Pre-Tax Income for the six months ended in Jan. 2026 was £217.1 Mil. Pacific Horizon Investment Trust's Revenue for the six months ended in Jan. 2026 was £217.5 Mil. Therefore, Pacific Horizon Investment Trust's pretax margin for the quarter that ended in Jan. 2026 was 99.80%.

The historical rank and industry rank for Pacific Horizon Investment Trust's Pretax Margin % or its related term are showing as below:

CHIX:PHIl' s Pretax Margin % Range Over the Past 10 Years
Min: 97.38   Med: 99.26   Max: 117.15
Current: 99.63


CHIX:PHIl's Pretax Margin % is ranked better than
81.22% of 1576 companies
in the Asset Management industry
Industry Median: 89.475 vs CHIX:PHIl: 99.63

Pacific Horizon Investment Trust  (CHIX:PHIl) 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.


Pacific Horizon Investment Trust Pretax Margin % Related Terms


Pacific Horizon Investment Trust Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Pacific Horizon Investment Trust's Pretax Margin % 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.

Pacific Horizon Investment Trust Pretax Margin % Chart

Pacific Horizon Investment Trust Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 99.65 100.98 103.73 97.84 97.95

Pacific Horizon Investment Trust Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
Pretax Margin % 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 101.68 99.23 97.69 98.14 99.80

CHIX:PHIL vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, Pacific Horizon Investment Trust'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.


Pacific Horizon Investment Trust Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Pacific Horizon Investment Trust's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Pacific Horizon Investment Trust's Pretax Margin % falls into.


CHIX:PHIL
33GF Score
Pacific Horizon Investment Trust PLC CHIX:PHIL
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Pacific Horizon Investment Trust Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Pacific Horizon Investment Trust's Pretax Margin for the fiscal year that ended in Jul. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Jul. 2025 )/Revenue (A: Jul. 2025 )
=42.194/43.075
=97.95 %

Pacific Horizon Investment Trust's Pretax Margin for the quarter that ended in Jan. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Jan. 2026 )/Revenue (Q: Jan. 2026 )
=217.112/217.537
=99.80 %

* 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 Pretax Margin % →
What does a Pretax Margin % of 99.80% mean?
Pacific Horizon Investment Trust (CHIX:PHIL) has a Pretax Margin % of 99.80% as of Jan. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Pacific Horizon Investment Trust and its competitors. This is near median its historical median of 99.26. Over the past decade, Pacific Horizon Investment Trust's Pretax Margin % has ranged from 97.38 to 117.15. According to the industry distribution chart, Pacific Horizon Investment Trust ranks #296 out of 1576 companies in the Asset Management industry, placing it in the top 18.8%.
Is Pacific Horizon Investment Trust's Pretax Margin % too high?
Pacific Horizon Investment Trust's current Pretax Margin % of 99.80% is near median its 10-year median of 99.26. Over the past 10 years, this metric has ranged from a low of 97.38 to a high of 117.15. The Asset Management industry median Pretax Margin % is 89.48. Pacific Horizon Investment Trust's value of 99.80% is 11.5% above this industry median. Based on the distribution chart, Pacific Horizon Investment Trust ranks #296 out of 1576 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Pacific Horizon Investment Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Pacific Horizon Investment Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pacific Horizon Investment Trust ranks #296 out of 1576 companies for Pretax Margin %. This places Pacific Horizon Investment Trust in the top 19% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 89.48. Pacific Horizon Investment Trust's value of 99.80% is 11.5% above this benchmark. Historically, Pacific Horizon Investment Trust's own Pretax Margin % has ranged from 97.38 to 117.15 over the past decade. While the company's 10-year median is 99.26 vs. the industry median of 89.48, Pacific Horizon Investment Trust 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. Pacific Horizon Investment Trust's current Pretax Margin % of 99.80% 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 Pacific Horizon Investment Trust 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. Pacific Horizon Investment Trust's current Pretax Margin % is 99.80%, which is near median its own 10-year median of 99.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Horizon Investment Trust stock overvalued right now?
Pacific Horizon Investment Trust (CHIX:PHIL) has a current Pretax Margin % of 99.80%. The current Pretax Margin % is 99.80%, which is near median its 10-year median of 99.26 and 11.5% above the Asset Management industry median of 89.48. Pacific Horizon Investment Trust's overall GF Score™ is 33/100 with 6 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 Pacific Horizon Investment Trust (CHIX:PHIL), the current Pretax Margin % is 99.80% as of Jan. 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.

Pacific Horizon Investment Trust Business Description

Other Exchanges PHI:UK
Address 3 St. Helen’s Place, London, GBR, EC3A 6AB
Pacific Horizon Investment Trust PLC is a UK-based investment trust company. The company's objective is to invest in the Asia-Pacific region (excluding Japan) and the Indian sub-continent to achieve capital growth. It aims to achieve capital growth through investment in companies listed on the stock markets of the Asia-Pacific region (excluding Japan) and in the Indian sub-continent, as well as in companies based in the region and investment funds specializing in the region or countries, or sectors. The company may use derivatives to reduce, transfer, or eliminate investment risk in its investments, such as index futures, index options, and currency forward transactions.
33GF Score

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

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