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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Financial Strength : 5 (As of Jan. 2024)


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What is JPMorgan UK Small Cap Growth &ome Financial Strength?

JPMorgan UK Small Cap Growth &ome has the Financial Strength Rank of 5.

GuruFocus Financial Strength Rank measures how strong a company's financial situation is. It is based on these factors:

1. The debt burden that the company has as measured by its Interest Coverage (current year). The higher, the better.
2. Debt to revenue ratio. The lower, the better.
3. Altman Z-Score.

GuruFocus does not calculate JPMorgan UK Small Cap Growth &ome's interest coverage with the available data. JPMorgan UK Small Cap Growth &ome's debt to revenue ratio for the quarter that ended in Jan. 2024 was 0.00. Altman Z-Score does not apply to banks and insurance companies.


JPMorgan UK Small Cap Growth &ome Financial Strength Calculation

GuruFocus Financial Strength Rank measures how strong a company's financial situation is. It is based on these factors

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

1. The debt burden that the company has as measured by its Interest Coverage (current year). The higher, the better.

Note: If both Interest Expense and Interest Income are empty, while Net Interest Income is negative, then use Net Interest Income as Interest Expense.

Interest Coverage is a ratio that determines how easily a company can pay interest expenses on outstanding debt. It is calculated by dividing a company's Operating Income (EBIT) by its Interest Expense:

JPMorgan UK Small Cap Growth &ome's Interest Expense for the months ended in Jan. 2024 was £-0.96 Mil. Its Operating Income for the months ended in Jan. 2024 was £0.00 Mil. And its Long-Term Debt & Capital Lease Obligation for the quarter that ended in Jan. 2024 was £0.00 Mil.

JPMorgan UK Small Cap Growth &ome's Interest Coverage for the quarter that ended in Jan. 2024 is

The higher the ratio, the stronger the company's financial strength is.

2. Debt to revenue ratio. The lower, the better.

JPMorgan UK Small Cap Growth &ome's Debt to Revenue Ratio for the quarter that ended in Jan. 2024 is

Debt to Revenue Ratio=Total Debt (Q: Jan. 2024 ) / Revenue
=(Short-Term Debt & Capital Lease Obligation + Long-Term Debt & Capital Lease Obligation) / Revenue
=(0 + 0) / 39.05
=0.00

3. Altman Z-Score.

Z-Score model is an accurate forecaster of failure up to two years prior to distress. It can be considered the assessment of the distress of industrial corporations.

The zones of discrimination were as such:

When Z-Score is less than 1.81, it is in Distress Zones.
When Z-Score is greater than 2.99, it is in Safe Zones.
When Z-Score is between 1.81 and 2.99, it is in Grey Zones.

Altman Z-Score does not apply to banks and insurance companies.

* 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.


JPMorgan UK Small Cap Growth &ome  (LSE:JUGI) Financial Strength Explanation

The maximum rank is 10. Companies with rank 7 or higher will be unlikely to fall into distressed situations. Companies with rank of 3 or less are likely in financial distress.

JPMorgan UK Small Cap Growth &ome has the Financial Strength Rank of 5.


JPMorgan UK Small Cap Growth &ome Financial Strength Related Terms

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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Smaller Companies Investment Trust PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.