Business Description
Personal Assets Trust PLC
ISIN : GB00BM8B5H06
Description
Personal Assets Trust PLC is a self-managed investment trust. The company's policy is to protect and increase the value of shareholders' funds per share over the long term and to earn a high total return as is compatible with risk equivalent to that of the FTSE All-Share Index. The firm invests in equity shares, fixed-interest securities, and other investments.
Financial Strength
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | No Debt | |||||
| Equity-to-Asset | 0.99 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 6/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -31.2 | |||||
| 3-Year EPS without NRI Growth Rate | -35 | |||||
| 3-Year FCF Growth Rate | 3.2 | |||||
| 3-Year Book Growth Rate | 1.5 |
Momentum Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 46.78 | |||||
| 9-Day RSI | 47.35 | |||||
| 14-Day RSI | 48.33 | |||||
| 6-1 Month Momentum % | 4.06 | |||||
| 12-1 Month Momentum % | 4.73 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.15 | |||||
| Dividend Payout Ratio | 0.47 | |||||
| Forward Dividend Yield % | 1.15 | |||||
| 5-Year Yield-on-Cost % | 1.15 | |||||
| 3-Year Average Share Buyback Ratio | -1.9 | |||||
| Shareholder Yield % | 1.15 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 83.61 | |||||
| FCF Margin % | 15.23 | |||||
| ROE % | 2.52 | |||||
| ROA % | 2.51 | |||||
| Years of Profitability over Past 10-Year | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 40.5 | |||||
| PE Ratio without NRI | 40.5 | |||||
| Shiller PE Ratio | 19.64 | |||||
| Price-to-Owner-Earnings | 41.54 | |||||
| PEG Ratio | 10.38 | |||||
| PS Ratio | 31.76 | |||||
| PB Ratio | 1 | |||||
| Price-to-Tangible-Book | 1 | |||||
| Price-to-Free-Cash-Flow | 231.43 | |||||
| Price-to-Operating-Cash-Flow | 231.43 | |||||
| EV-to-Revenue | 30.21 | |||||
| EV-to-FCF | 198.32 | |||||
| Price-to-Projected-FCF | 1.31 | |||||
| Price-to-Graham-Number | 1.34 | |||||
| Price-to-Net-Cash | 97.2 | |||||
| FCF Yield % | 0.5 | |||||
| Forward Rate of Return (Yacktman) % | 4.18 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Personal Assets Trust PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 52.938 | ||
| EPS (TTM) (£) | 0.12 | ||
| Beta | -0.01 | ||
| Volatility % | 3.65 | ||
| 14-Day RSI | 48.33 | ||
| 14-Day ATR (£) | 0.039307 | ||
| 20-Day SMA (£) | 4.87125 | ||
| 12-1 Month Momentum % | 4.73 | ||
| 52-Week Range (£) | 4.57 - 4.925 | ||
| Shares Outstanding (Mil) | 335.16 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Personal Assets Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Personal Assets Trust PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
Personal Assets Trust PLC Frequently Asked Questions
What is Personal Assets Trust PLC(LSE:PNL)'s stock price today?
The current price of LSE:PNL is £4.86. The 52 week high of LSE:PNL is £4.93 and 52 week low is £4.57.
When is next earnings date of Personal Assets Trust PLC(LSE:PNL)?
The next earnings date of Personal Assets Trust PLC(LSE:PNL) is 2024-12-05 Est..
Does Personal Assets Trust PLC(LSE:PNL) pay dividends? If so, how much?
The Dividend Yield %  of Personal Assets Trust PLC(LSE:PNL) is 1.15% (As of Today), Highest Dividend Payout Ratio of Personal Assets Trust PLC(LSE:PNL) was 0.47. The lowest was 0.13. And the median was 0.24. The  Forward Dividend Yield % of Personal Assets Trust PLC(LSE:PNL) is 1.15%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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