Edinburgh Worldwide Investment Trust (LSE:EWI) Sloan Ratio %: 21.48% (As of Apr. 2026)

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LSE:EWI Edinburgh Worldwide Investment Trust PLC LSE:EWI
35 GF Score
Price £2.62
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What is Edinburgh Worldwide Investment Trust Sloan Ratio %?

Edinburgh Worldwide Investment Trust LSE:EWI -1.69% 35 Sloan Ratio % is 21.48% as of Apr. 2026. GuruFocus rates LSE:EWI with a GF Score™ of 35/100. The stock has 3 warning signs investors should review.

Richard Sloan from the University of Michigan was first to document what is referred to as the "accrual anomaly". His 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones.

Edinburgh Worldwide Investment Trust's Sloan Ratio for the quarter that ended in Apr. 2026 was 21.48%.

As of Apr. 2026, Edinburgh Worldwide Investment Trust has a Sloan Ratio of 21.48%, indicating there is a warning stage of accrual build up.


Edinburgh Worldwide Investment Trust  (LSE:EWI) Sloan Ratio % Explanation

A former University of Michigan researcher, Richard Sloan's 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones. In fact, for the 40-year period between 1962 and 2001, buying the lowest accrual companies and shorting the highest accrual companies resulted in an average annual compounded return of 18%, more than double the S&P 500's 7.4% annual return over the same period.

According to How to Beat the Market with the Sloan Ratio:

If the Sloan Ratio is between -10% and 10%, the company is in the safe zone and there is no funny business with accruals.

If the Sloan Ratio is less than between -25% and -10% on the negative side, and between 10% and 25% on the positive side, this is a warning stage of accrual build up.

If the Sloan Ratio is less than -25% or greater than 25%, and this ratio is consistent over several quarters or even years, be careful. Earnings are highly likely to be made up of accruals.

As of Apr. 2026, Edinburgh Worldwide Investment Trust has a Sloan Ratio of 21.48%, indicating there is a warning stage of accrual build up.


Edinburgh Worldwide Investment Trust Sloan Ratio % Related Terms


Edinburgh Worldwide Investment Trust Sloan Ratio % Historical Data

* Premium members only.

The historical data trend for Edinburgh Worldwide Investment Trust's Sloan Ratio % 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.

Edinburgh Worldwide Investment Trust Sloan Ratio % Chart

Edinburgh Worldwide Investment Trust Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
Sloan Ratio %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 26.47 -57.58 -28.51 5.31 10.15

Edinburgh Worldwide Investment Trust Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Sloan Ratio % 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 -13.79 5.31 -6.73 10.15 21.48

LSE:EWI vs BLK, BX, KKR: Sloan Ratio % Comparison

For the Asset Management subindustry, Edinburgh Worldwide Investment Trust's Sloan Ratio %, along with its competitors' market caps and Sloan Ratio % 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.


Edinburgh Worldwide Investment Trust Sloan Ratio % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Edinburgh Worldwide Investment Trust's Sloan Ratio % distribution charts can be found below:

* The bar in red indicates where Edinburgh Worldwide Investment Trust's Sloan Ratio % falls into.


LSE:EWI
35GF Score
Edinburgh Worldwide Investment Trust PLC LSE:EWI
Sloan Ratio % is just one metric. See GF Score™, valuation, warning signs, and more.
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Edinburgh Worldwide Investment Trust Sloan Ratio % Calculation

Earnings contain a lot of non cash earnings which is called accruals. The Sloan ratio is a way to identify firms with low non-cash or accrual-derived earnings relative to their cash flow.

Edinburgh Worldwide Investment Trust's Sloan Ratio for the fiscal year that ended in Oct. 2025 is calculated as

Sloan Ratio=(Net Income (A: Oct. 2025 )-Cash Flow from Operations (A: Oct. 2025 )
-Cash Flow from Investing (A: Oct. 2025 ))/Total Assets (A: Oct. 2025 )
=(177.003--10.249
-100.912)/850.399
=10.15%

Edinburgh Worldwide Investment Trust's Sloan Ratio for the quarter that ended in Apr. 2026 is calculated as

Sloan Ratio=(Net Income (TTM)-Cash Flow from Operations (TTM))
-Cash Flow from Investing (TTM))/Total Assets (Q: Apr. 2026 )
=(259.272--9.606
-73.862)/907.776
=21.48%

For company reported semi-annually, GuruFocus uses latest two semi-annual data as the TTM data. Edinburgh Worldwide Investment Trust's Net Income for the trailing twelve months (TTM) ended in Apr. 2026 was 195.036 (Oct. 2025 ) + 64.236 (Apr. 2026 ) = £259.3 Mil.
Edinburgh Worldwide Investment Trust's Cash Flow from Operations for the trailing twelve months (TTM) ended in Apr. 2026 was -2.074 (Oct. 2025 ) + -7.532 (Apr. 2026 ) = £-9.6 Mil.
Edinburgh Worldwide Investment Trust's Cash Flow from Investing for the trailing twelve months (TTM) ended in Apr. 2026 was 61.346 (Oct. 2025 ) + 12.516 (Apr. 2026 ) = £73.9 Mil.

* 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 Sloan Ratio % →
What does a Sloan Ratio % of 21.48% mean?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a Sloan Ratio % of 21.48% as of Apr. 2026. Sloan ratio measures earnings quality based on the amount of accruals. View historical data on Edinburgh Worldwide Investment Trust and its competitors.
Is Edinburgh Worldwide Investment Trust's Sloan Ratio % too high?
Edinburgh Worldwide Investment Trust's current Sloan Ratio % is 21.48%. Overall, Edinburgh Worldwide Investment Trust has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Edinburgh Worldwide Investment Trust's Sloan Ratio % compare to BLK and BX?
Edinburgh Worldwide Investment Trust's Sloan Ratio % of 21.48% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Sloan Ratio % for an Asset Management company?
A good Sloan Ratio % depends on the Asset Management industry context. However, Sloan Ratio % 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 Sloan Ratio % mean?
A high Sloan Ratio % can signal that a stock is expensive relative to its fundamentals. Sloan ratio measures earnings quality based on the amount of accruals. View historical data on Edinburgh Worldwide Investment Trust and its competitors. Edinburgh Worldwide Investment Trust's current Sloan Ratio % is 21.48%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Edinburgh Worldwide Investment Trust stock overvalued right now?
Edinburgh Worldwide Investment Trust (LSE:EWI) has a current Sloan Ratio % of 21.48%. The current Sloan Ratio % is 21.48%. Edinburgh Worldwide Investment Trust'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 Sloan Ratio % calculated?
Sloan Ratio % is calculated from a company's financial statements. For Edinburgh Worldwide Investment Trust (LSE:EWI), the current Sloan Ratio % is 21.48% 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.

Edinburgh Worldwide Investment Trust Business Description

Address Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies world-wide. It seeks to construct its portfolio through the identification of individual companies with business across North America, South America, Europe, Asia, and Australia. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services.
35GF Score

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

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