Monks Investment Trust (The) (LSE:MNKS) Pretax Margin %: 106.18% (As of Apr. 2026) — Near 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:MNKS Monks Investment Trust (The) PLC LSE:MNKS
38 GF Score
Price £15.80
! 4 Warning Signs
View Full Analysis

What is Monks Investment Trust (The) Pretax Margin %?

Monks Investment Trust (The) LSE:MNKS -0.38% 38 Pretax Margin % is 106.18% as of Apr. 2026, which is 6% above its 10-year median of 99.70. GuruFocus rates LSE:MNKS with a GF Score™ of 38/100. The stock has 4 warning signs investors should review. Among 1,571 Asset Management companies, Monks Investment Trust (The) ranks better than 81.09% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Monks Investment Trust (The)'s Pre-Tax Income for the six months ended in Apr. 2026 was £-16.2 Mil. Monks Investment Trust (The)'s Revenue for the six months ended in Apr. 2026 was £-15.3 Mil. Therefore, Monks Investment Trust (The)'s pretax margin for the quarter that ended in Apr. 2026 was 106.18%.

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

LSE:MNKS' s Pretax Margin % Range Over the Past 10 Years
Min: 97.29   Med: 99.7   Max: 116.38
Current: 99.7


LSE:MNKS's Pretax Margin % is ranked better than
81.09% of 1571 companies
in the Asset Management industry
Industry Median: 90 vs LSE:MNKS: 99.70

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


Monks Investment Trust (The) Pretax Margin % Related Terms


Monks Investment Trust (The) Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Monks Investment Trust (The)'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.

Monks Investment Trust (The) Pretax Margin % Chart

Monks Investment Trust (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 100.30 102.86 99.54 116.38 99.70

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
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 99.79 99.38 100.63 99.85 106.18

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

For the Asset Management subindustry, Monks Investment Trust (The)'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.


Monks Investment Trust (The) Pretax Margin % vs Asset Management Industry

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

* The bar in red indicates where Monks Investment Trust (The)'s Pretax Margin % falls into.


LSE:MNKS
38GF Score
Monks Investment Trust (The) PLC LSE:MNKS
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Monks Investment Trust (The) 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.

Monks Investment Trust (The)'s Pretax Margin for the fiscal year that ended in Apr. 2026 is calculated as

Pretax Margin=Pre-Tax Income (A: Apr. 2026 )/Revenue (A: Apr. 2026 )
=633.99/635.926
=99.70 %

Monks Investment Trust (The)'s Pretax Margin for the quarter that ended in Apr. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Apr. 2026 )/Revenue (Q: Apr. 2026 )
=-16.223/-15.279
=106.18 %

* 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 106.18% mean?
Monks Investment Trust (The) (LSE:MNKS) has a Pretax Margin % of 106.18% as of Apr. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Monks Investment Trust (The) and its competitors. This is near median its historical median of 99.70. Over the past decade, Monks Investment Trust (The)'s Pretax Margin % has ranged from 97.29 to 116.38. According to the industry distribution chart, Monks Investment Trust (The) ranks #297 out of 1571 companies in the Asset Management industry, placing it in the top 18.9%.
Is Monks Investment Trust (The)'s Pretax Margin % too high?
Monks Investment Trust (The)'s current Pretax Margin % of 106.18% is near median its 10-year median of 99.70. Over the past 10 years, this metric has ranged from a low of 97.29 to a high of 116.38. The Asset Management industry median Pretax Margin % is 90.00. Monks Investment Trust (The)'s value of 106.18% is 18% above this industry median. Based on the distribution chart, Monks Investment Trust (The) ranks #297 out of 1571 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Monks Investment Trust (The) ranks #297 out of 1571 companies for Pretax Margin %. This places Monks Investment Trust (The) in the top 19% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 90.00. Monks Investment Trust (The)'s value of 106.18% is 18% above this benchmark. Historically, Monks Investment Trust (The)'s own Pretax Margin % has ranged from 97.29 to 116.38 over the past decade. While the company's 10-year median is 99.70 vs. the industry median of 90.00, Monks Investment Trust (The) 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 90.00, based on 1,571 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. Monks Investment Trust (The)'s current Pretax Margin % of 106.18% is 18% 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 Monks Investment Trust (The) and its competitors. For the Asset Management industry, the median Pretax Margin % is 90.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Monks Investment Trust (The)'s current Pretax Margin % is 106.18%, which is near median its own 10-year median of 99.70. 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 Pretax Margin % of 106.18%. The current Pretax Margin % is 106.18%, which is near median its 10-year median of 99.70 and 18% above the Asset Management industry median of 90.00. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Monks Investment Trust (The) (LSE:MNKS), the current Pretax Margin % is 106.18% as of Apr. 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

Get the complete analysis for LSE:MNKS

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

£15.80
Price