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Montanaro UK Smaller Companies Investment Trust Plc

LSE • Financial Services • Asset Management • Quote as of 10/27/2026 16:35
Montanaro UK Smaller Companies Investment Trust Plc stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeLSE
Market Capitalization120.41 mln
Float99.36 mln
Earnings Date11/20/2026

Piotroski F-Score

4 / 9
Borderline

Beneish M-Score

-3.75
Highly reliable

Relative Strength

35 / 100
Underperforming

Debt / Equity

0.09
Debt-free

Pre-Tax Margin

-6%
Marginally loss-making

ROE

-0.08
Negative

Business Description

Montanaro UK Smaller Companies Investment Trust PLC has been investing in small British businesses across a wide range of industries since its founding in March 1995. Managed by Montanaro Investment Managers Ltd, it operates as a closed-ended fund focused entirely on publicly listed companies in the UK. Its performance is measured against the Numis Smaller Companies Index (ex-IC) Capital Return benchmark.

Key Fundamentals

EPS-0.10
ROE-0.08
RPS0.01
ROIC0.28
ROA-0.07
Interest Cover0.81
EBITDA, mln0.44
EV / EBITDA315
EV / EBIT315
Revenue, mln1.82
EV / Revenue75.77

Quote Details

Last 110.00
Change 1.5 (1.38%)
Open 108.39
Volume 44,284
Turnover 4,871,240
Average Volume 134,387

Financial Ratios

Pre-Tax Profit Margin-6
Leverage Ratio1.10
Current Ratio0.56
Price / Book1.12
Price / Tangible Book1.12
Debt / Equity0.09
Price / Sales79.64

Financial Strength

Altman Z-Score6.43
Piotroski F-Score 4 / 9
Beneish M-Score-3.75
Price to Intrinsic Value1.51
Shiller PE Ratio25.12

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week -1.79% 20 / 100   
1 Month 0.23% 59 / 100   
2 Months 3.47% 74 / 100   
6 Months 10.19% 74 / 100   
1 Year 14.11% 64 / 100   



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