Montanaro UK Smaller Inv Tr (LSE:MTU) ROC %: % (As of Mar. 2026)

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:MTU Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
35 GF Score
Price £1.07
! 3 Warning Signs
View Full Analysis

What is Montanaro UK Smaller Inv Tr ROC %?

Montanaro UK Smaller Inv Tr LSE:MTU 35 ROC % is % as of Mar. 2026. GuruFocus rates LSE:MTU with a GF Score™ of 35/100. The stock has 3 warning signs investors should review.

ROC %does not apply to banks.

LSE:MTU
35GF Score
Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
Frequently Asked Questions Learn more about ROC % →
What does a ROC % of % mean?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a ROC % of % as of Mar. 2026. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Montanaro UK Smaller Inv Tr and its competitors.
Is Montanaro UK Smaller Inv Tr's ROC % too high?
Montanaro UK Smaller Inv Tr's current ROC % is %. Overall, Montanaro UK Smaller Inv Tr has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Montanaro UK Smaller Inv Tr's ROC % compare to BLK and BX?
Montanaro UK Smaller Inv Tr's ROC % of % can be compared against companies in the Asset Management industry. The industry median ROC % is 1.20. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.20, based on 712 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on Montanaro UK Smaller Inv Tr and its competitors. For the Asset Management industry, the median ROC % is 1.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Montanaro UK Smaller Inv Tr's current ROC % is %. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Montanaro UK Smaller Inv Tr stock overvalued right now?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a current ROC % of %. The current ROC % is %. Montanaro UK Smaller Inv Tr's overall GF Score™ is 35/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC % calculated?
ROC % is calculated from a company's financial statements. For Montanaro UK Smaller Inv Tr (LSE:MTU), the current ROC % is % 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.

Montanaro UK Smaller Inv Tr Business Description

Address 53 Threadneedle Street, London, GBR, EC2R 8AR
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market and to outperform its benchmark, the Deutsche Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.
35GF Score

Get the complete analysis for LSE:MTU

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

£1.07
Price