Chelverton UK Dividend TrustLSE:SDV -0.18%41 Pretax Margin % is 95.43% as of Oct. 2025, which is 6% below its 10-year median of 101.44. GuruFocus rates LSE:SDV with a GF Score™ of 41/100. The stock has 2 warning signs investors should review. Among 1,569 Asset Management companies, Chelverton UK Dividend Trust ranks worse than 77.76% on this metric.
The historical rank and industry rank for Chelverton UK Dividend Trust's Pretax Margin % or its related term are showing as below:
LSE:SDV'
s Pretax Margin % Range Over the Past 10 Years
Min: 4.77 Med: 101.44 Max: 389.54
Current: 13.99
LSE:SDV's Pretax Margin % is ranked worse than 77.76% of 1569
companies
in the Asset Management industry
Industry Median: 89.52
vs LSE:SDV: 13.99
Chelverton UK Dividend Trust (LSE:SDV) 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.
Chelverton UK Dividend Trust Pretax Margin % Related Terms
Chelverton UK Dividend Trust 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.
Chelverton UK Dividend Trust Pretax Margin % Chart
LSE:SDV vs BLK, BX, KKR: Pretax Margin % Comparison
For the Asset Management subindustry, Chelverton UK Dividend 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.
Chelverton UK Dividend Trust Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Chelverton UK Dividend Trust's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Chelverton UK Dividend Trust'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.
Chelverton UK Dividend Trust (LSE:SDV) has a Pretax Margin % of 95.43% as of Oct. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Chelverton UK Dividend Trust and its competitors. This is near median its historical median of 101.44. Over the past decade, Chelverton UK Dividend Trust's Pretax Margin % has ranged from 4.77 to 389.54. According to the industry distribution chart, Chelverton UK Dividend Trust ranks #1220 out of 1569 companies in the Asset Management industry, placing it in the top 77.8%.
Is Chelverton UK Dividend Trust's Pretax Margin % too high?
Chelverton UK Dividend Trust's current Pretax Margin % of 95.43% is near median its 10-year median of 101.44. Over the past 10 years, this metric has ranged from a low of 4.77 to a high of 389.54. The Asset Management industry median Pretax Margin % is 89.52. Chelverton UK Dividend Trust's value of 95.43% is 6.6% above this industry median. Based on the distribution chart, Chelverton UK Dividend Trust ranks #1220 out of 1569 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Chelverton UK Dividend Trust has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Chelverton UK Dividend Trust's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Chelverton UK Dividend Trust ranks #1220 out of 1569 companies for Pretax Margin %. This places Chelverton UK Dividend Trust in the lower half of its industry. The industry median Pretax Margin % is 89.52. Chelverton UK Dividend Trust's value of 95.43% is 6.6% above this benchmark. Historically, Chelverton UK Dividend Trust's own Pretax Margin % has ranged from 4.77 to 389.54 over the past decade. While the company's 10-year median is 101.44 vs. the industry median of 89.52, Chelverton UK Dividend 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 89.52, based on 1,569 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. Chelverton UK Dividend Trust's current Pretax Margin % of 95.43% is 6.6% 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 Chelverton UK Dividend Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chelverton UK Dividend Trust's current Pretax Margin % is 95.43%, which is near median its own 10-year median of 101.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chelverton UK Dividend Trust stock overvalued right now?
Chelverton UK Dividend Trust (LSE:SDV) has a current Pretax Margin % of 95.43%. The current Pretax Margin % is 95.43%, which is near median its 10-year median of 101.44 and 6.6% above the Asset Management industry median of 89.52. Chelverton UK Dividend Trust's overall GF Score™ is 41/100 with 2 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 Chelverton UK Dividend Trust (LSE:SDV), the current Pretax Margin % is 95.43% as of Oct. 2025. 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.
Chelverton UK Dividend Trust PLC is a closed-ended investment trust. The principal activity of the company is to carry on business as an investment trust. It focuses on private clients, financial intermediaries, institutional investors, and family offices. Its investment objective is to provide ordinary shareholders with a high income and opportunity for capital growth, having a capital return sufficient to repay the full final capital entitlement of the Zero Dividend Preference shares. The company invests in various sectors such as Support and Financial Services, Travel and Leisure, General Retailer, Household Goods and Home Construction, Industrial Engineering, and others.
41GF Score
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