CT UK Capital &ome Investment Trust (LSE:CTUK) Pretax Margin %: 82.99% (As of Mar. 2026) — 16% Below Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:CTUK CT UK Capital & Income Investment Trust PLC LSE:CTUK
32 GF Score
Price £3.53
! 4 Warning Signs
View Full Analysis

What is CT UK Capital &ome Investment Trust Pretax Margin %?

CT UK Capital &ome Investment Trust LSE:CTUK -0.98% 32 Pretax Margin % is 82.99% as of Mar. 2026, which is 16% below its 10-year median of 98.56. GuruFocus rates LSE:CTUK with a GF Score™ of 32/100. The stock has 4 warning signs investors should review. Among 1,568 Asset Management companies, CT UK Capital &ome Investment Trust ranks better than 58.86% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. CT UK Capital &ome Investment Trust's Pre-Tax Income for the six months ended in Mar. 2026 was £2.13 Mil. CT UK Capital &ome Investment Trust's Revenue for the six months ended in Mar. 2026 was £2.56 Mil. Therefore, CT UK Capital &ome Investment Trust's pretax margin for the quarter that ended in Mar. 2026 was 82.99%.

The historical rank and industry rank for CT UK Capital &ome Investment Trust's Pretax Margin % or its related term are showing as below:

LSE:CTUK' s Pretax Margin % Range Over the Past 10 Years
Min: 95.01   Med: 98.56   Max: 101.79
Current: 96.46


LSE:CTUK's Pretax Margin % is ranked better than
58.86% of 1568 companies
in the Asset Management industry
Industry Median: 90.8 vs LSE:CTUK: 96.46

CT UK Capital &ome Investment Trust  (LSE:CTUK) 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.


CT UK Capital &ome Investment Trust Pretax Margin % Related Terms


CT UK Capital &ome Investment Trust Pretax Margin % Historical Data

* Premium members only.

The historical data trend for CT UK Capital &ome 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.

CT UK Capital &ome Investment Trust Pretax Margin % Chart

CT UK Capital &ome Investment Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 99.28 101.79 97.84 98.41 95.01

CT UK Capital &ome Investment Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 98.98 97.06 108.62 97.83 82.99

LSE:CTUK vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, CT UK Capital &ome 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.


CT UK Capital &ome Investment Trust Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, CT UK Capital &ome Investment Trust's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where CT UK Capital &ome Investment Trust's Pretax Margin % falls into.


LSE:CTUK
32GF Score
CT UK Capital & Income Investment Trust PLC LSE:CTUK
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

CT UK Capital &ome 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.

CT UK Capital &ome Investment Trust's Pretax Margin for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Sep. 2025 )/Revenue (A: Sep. 2025 )
=18.907/19.899
=95.01 %

CT UK Capital &ome Investment Trust's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=2.127/2.563
=82.99 %

* 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 82.99% mean?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a Pretax Margin % of 82.99% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on CT UK Capital &ome Investment Trust and its competitors. This is 16% below median its historical median of 98.56. Over the past decade, CT UK Capital &ome Investment Trust's Pretax Margin % has ranged from 95.01 to 101.79. According to the industry distribution chart, CT UK Capital &ome Investment Trust ranks #645 out of 1568 companies in the Asset Management industry, placing it in the top 41.1%.
Is CT UK Capital &ome Investment Trust's Pretax Margin % too high?
CT UK Capital &ome Investment Trust's current Pretax Margin % of 82.99% is 16% below median its 10-year median of 98.56. Over the past 10 years, this metric has ranged from a low of 95.01 to a high of 101.79. The Asset Management industry median Pretax Margin % is 90.80. CT UK Capital &ome Investment Trust's value of 82.99% is 8.6% below this industry median. Based on the distribution chart, CT UK Capital &ome Investment Trust ranks #645 out of 1568 companies in the Asset Management industry, which is above the industry midpoint. Overall, CT UK Capital &ome Investment Trust has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does CT UK Capital &ome Investment Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, CT UK Capital &ome Investment Trust ranks #645 out of 1568 companies for Pretax Margin %. This puts CT UK Capital &ome Investment Trust in the upper half of its industry. The industry median Pretax Margin % is 90.80. CT UK Capital &ome Investment Trust's value of 82.99% is 8.6% below this benchmark. Historically, CT UK Capital &ome Investment Trust's own Pretax Margin % has ranged from 95.01 to 101.79 over the past decade. While the company's 10-year median is 98.56 vs. the industry median of 90.80, CT UK Capital &ome 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 90.80, based on 1,568 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. CT UK Capital &ome Investment Trust's current Pretax Margin % of 82.99% is 8.6% 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 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 CT UK Capital &ome Investment Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 90.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. CT UK Capital &ome Investment Trust's current Pretax Margin % is 82.99%, which is 16% below median its own 10-year median of 98.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CT UK Capital &ome Investment Trust stock overvalued right now?
CT UK Capital &ome Investment Trust (LSE:CTUK) has a current Pretax Margin % of 82.99%. The current Pretax Margin % is 82.99%, which is 16% below median its 10-year median of 98.56 and 8.6% below the Asset Management industry median of 90.80. CT UK Capital &ome Investment Trust's overall GF Score™ is 32/100 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 CT UK Capital &ome Investment Trust (LSE:CTUK), the current Pretax Margin % is 82.99% as of Mar. 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.

CT UK Capital &ome Investment Trust Business Description

Address 78 Cannon Street, Cannon Place, London, GBR, EC4N 6AG
CT UK Capital & Income Investment Trust PLC is an investment company. The Company's activities comprise a single operating segment, which is investing in the UK, USA, and Europe in equities to secure long-term growth in income and capital The company's investment objective is to secure long-term capital and income growth from a portfolio consisting mainly of FTSE All-Share companies. It invests in companies that have long-term prospects with attractive returns on invested capital. The majority of the company's holdings are in large and mid-cap companies, with a smaller percentage invested in smaller and overseas companies.
32GF Score

Get the complete analysis for LSE:CTUK

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

£3.53
Price