Mavenome and Growth VCT 5 (LSE:MIG5) WACC %:3.65% (As of Jul. 03, 2026) — Near Median


LSE:MIG5 Maven Income and Growth VCT 5 PLC LSE:MIG5
44 GF Score
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! 3 Warning Signs
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What is Mavenome and Growth VCT 5 WACC %?

Mavenome and Growth VCT 5 LSE:MIG5 44 WACC % is 3.65% as of Jul. 03, 2026, which is 9% below its 10-year median of 4.03. GuruFocus rates LSE:MIG5 with a GF Score™ of 44/100. The stock has 3 warning signs investors should review. Among 1,650 Asset Management companies, Mavenome and Growth VCT 5 ranks better than 79.09% on this metric.

As of today (2026-07-03), Mavenome and Growth VCT 5's weighted average cost of capital is 3.65%%. Mavenome and Growth VCT 5's ROIC % is 0.00% (calculated using TTM income statement data). Mavenome and Growth VCT 5 earns returns that do not match up to its cost of capital. It will destroy value as it grows.

For a comprehensive WACC calculation, please access the WACC Calculator.


Mavenome and Growth VCT 5  (LSE:MIG5) WACC % Explanation

Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Mavenome and Growth VCT 5's weighted average cost of capital is 3.65%%. Mavenome and Growth VCT 5's ROIC % is 0.00% (calculated using TTM income statement data). Mavenome and Growth VCT 5 earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Be Aware

1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year semi-annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.

2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.

3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.

4. GuruFocus uses the latest TTM Interest Expense divided by the latest one-year semi-annual average debt to get the simplified cost of debt.


Related Terms

Mavenome and Growth VCT 5 WACC % Historical Data

* Premium members only.

The historical data trend for Mavenome and Growth VCT 5's WACC % 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.

Mavenome and Growth VCT 5 WACC % Chart

Mavenome and Growth VCT 5 Annual Data
Trend Nov16 Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
WACC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.94 9.42 5.18 3.96 4.09

Mavenome and Growth VCT 5 Semi-Annual Data
May16 Nov16 May17 Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
WACC % 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 5.18 4.25 3.96 4.34 4.09

LSE:MIG5 vs BLK, BX, KKR: WACC % Comparison

For the Asset Management subindustry, Mavenome and Growth VCT 5's WACC %, along with its competitors' market caps and WACC % 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.


Mavenome and Growth VCT 5 WACC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Mavenome and Growth VCT 5's WACC % distribution charts can be found below:

* The bar in red indicates where Mavenome and Growth VCT 5's WACC % falls into.


LSE:MIG5
44GF Score
Maven Income and Growth VCT 5 PLC LSE:MIG5
WACC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Mavenome and Growth VCT 5 WACC % Calculation

The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.

WACC=E/(E + D)*Cost of Equity+D/(E + D)*Cost of Debt*(1 - Tax Rate)

1. Weights:
Generally speaking, a company's assets are financed by debt and equity. We need to calculate the weight of equity and the weight of debt.
The market value of equity (E) is also called "Market Cap". As of today, Mavenome and Growth VCT 5's market capitalization (E) is £74.165 Mil.
The market value of debt is typically difficult to calculate, therefore, GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding the latest one-year semi-annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together. As of Nov. 2025, Mavenome and Growth VCT 5's latest one-year semi-annual average Book Value of Debt (D) is £0 Mil.
a) weight of equity = E / (E + D) = 74.165 / (74.165 + 0) = 1
b) weight of debt = D / (E + D) = 0 / (74.165 + 0) = 0

2. Cost of Equity:
GuruFocus uses Capital Asset Pricing Model (CAPM) to calculate the required rate of return. The formula is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
a) GuruFocus uses 10-Year Treasury Constant Maturity Rate as the risk-free rate. It is updated daily. The current risk-free rate is 4.9416%. Please go to Economic Indicators page for more information. Please note that we use the 10-Year Treasury Constant Maturity Rate of the country/region where the company is headquartered. If the data for that country/region is not available, then we will use the 10-Year Treasury Constant Maturity Rate of the United States as default.
b) Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. Mavenome and Growth VCT 5's beta is -0.2153.
c) (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
Cost of Equity = 4.9416% + -0.2153 * 6% = 3.6498%

3. Cost of Debt:
GuruFocus uses latest TTM Interest Expense divided by the latest one-year semi-annual average debt to get the simplified cost of debt.
As of Nov. 2025, Mavenome and Growth VCT 5's interest expense (positive number) was £-0 Mil. Its total Book Value of Debt (D) is £0 Mil.
Cost of Debt = -0 / 0 = %.

4. Multiply by one minus TTM Tax Rate:
GuruFocus uses the most recent TTM Tax Expense divided by the most recent TTM Pre-Tax Income to calculate the tax rate. The calculated TTM tax rate is limited to between 0% and 100%. If the calculated tax rate is higher than 100%, it is set to 100%. If the calculated tax rate is less than 0%, it is set to 0%.
The latest calculated TTM Tax Rate = 0 / 1.881 = 0%.

Mavenome and Growth VCT 5's Weighted Average Cost Of Capital (WACC) for Today is calculated as:

WACC=E / (E + D)*Cost of Equity+D / (E + D)*Cost of Debt*(1 - Tax Rate)
=1*3.6498%+0*%*(1 - 0%)
=3.65%

* 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 WACC % →
What does a WACC % of 3.65% mean?
Mavenome and Growth VCT 5 (LSE:MIG5) has a WACC % of 3.65% as of Jul. 03, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Mavenome and Growth VCT 5 and its competitors. This is near median its historical median of 4.03. According to the industry distribution chart, Mavenome and Growth VCT 5 ranks #345 out of 1650 companies in the Asset Management industry, placing it in the top 20.9%.
Is Mavenome and Growth VCT 5's WACC % too high?
Mavenome and Growth VCT 5's current WACC % of 3.65% is near median its 10-year median of 4.03. The Asset Management industry median WACC % is 5.69. Mavenome and Growth VCT 5's value of 3.65% is 35.9% below this industry median. Based on the distribution chart, Mavenome and Growth VCT 5 ranks #345 out of 1650 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Mavenome and Growth VCT 5 has a GF Score™ of 44/100, reflecting its overall financial health beyond just this single metric.
How does Mavenome and Growth VCT 5's WACC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Mavenome and Growth VCT 5 ranks #345 out of 1650 companies for WACC %. This places Mavenome and Growth VCT 5 in the top 21% of its industry — outperforming the majority of peers. The industry median WACC % is 5.69. Mavenome and Growth VCT 5's value of 3.65% is 35.9% below this benchmark. While the company's 10-year median is 4.03 vs. the industry median of 5.69, Mavenome and Growth VCT 5 has consistently been below 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 WACC % for an Asset Management company?
The median WACC % among Asset Management companies is 5.69, based on 1,650 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Mavenome and Growth VCT 5's current WACC % of 3.65% is 35.9% below 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 WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Mavenome and Growth VCT 5 and its competitors. For the Asset Management industry, the median WACC % is 5.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mavenome and Growth VCT 5's current WACC % is 3.65%, which is near median its own 10-year median of 4.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mavenome and Growth VCT 5 stock overvalued right now?
Mavenome and Growth VCT 5 (LSE:MIG5) has a current WACC % of 3.65%. The current WACC % is 3.65%, which is near median its 10-year median of 4.03 and 35.9% below the Asset Management industry median of 5.69. Mavenome and Growth VCT 5's overall GF Score™ is 44/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Mavenome and Growth VCT 5 (LSE:MIG5), the current WACC % is 3.65% as of Jul. 03, 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.

Mavenome and Growth VCT 5 Business Description

Address 205 West George Street, Kintyre House, Glasgow, GBR, G2 2LW
Maven Income and Growth VCT 5 PLC is a Venture Capital Trust (VCT). Its investment objective is to achieve long-term capital appreciation and generate income for shareholders. The company invests the majority of its funds in a diversified portfolio of shares and securities in smaller, unquoted UK companies and AIM/AQSE quoted companies which meet the criteria for VCT qualifying investments and have growth potential. Its investment portfolio includes companies from various sectors, including software and technology, business services, industrials and engineering, pharmaceuticals, and others.
44GF Score

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

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