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Investment Company Plc

LSE • Financial Services • Asset Management • Quote as of 10/27/2026 12:33
Investment Company Plc stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeLSE
Market Capitalization10.2 mln
Float9.98 mln
Earnings Date02/22/2027

Piotroski F-Score

4 / 9
Borderline

Relative Strength

21 / 100
Significantly lagging

Pre-Tax Margin

-122%
Severely loss-making

ROE

-2.54
Negative

Altman Z-Score

53.87
Exceptional

ROA

-2.50
Negative

Business Description

The Investment Company plc is a UK-based closed-ended fund established in 1868 and managed by Chelverton Asset Management Limited. It invests across UK public equity and fixed income markets, holding a mix of shares, loan stocks, debentures, and related instruments, with a preference for dividend-paying smaller companies across a range of sectors. Investments are selected through careful bottom-up analysis, weighing factors such as yield, growth potential, management quality, and financial strength.

Key Fundamentals

EPS-2.00
ROE-2.54
RPS0.01
ROIC-2.68
ROA-2.50
EBITDA, mln-0.18
EV / EBITDA-51.67
EV / EBIT-51.67
Revenue, mln0.15
EV / Revenue63.03

Quote Details

Last 74.28
Change -2.66 (-3.46%)
Open 75.50
Volume 166
Turnover 12,330
Average Volume 2,986.38

Financial Ratios

Pre-Tax Profit Margin-122
Leverage Ratio1.05
Current Ratio15.91
Price / Book0.98
Price / Tangible Book0.98
Price / Sales45.15

Financial Strength

Altman Z-Score53.87
Piotroski F-Score 4 / 9
Price to Intrinsic Value0.86
Shiller PE Ratio14.36

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week -2.26% 19 / 100   
1 Month -3.53% 30 / 100   
2 Months 2.88% 72 / 100   
6 Months 4.62% 55 / 100   
1 Year 21.35% 78 / 100   



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