Business Description
Invesco Perpetual UK Smaller Companies Inv Tst PLC
ISIN : GB00B1FL3C76
Description
Invesco Perpetual UK Smaller Companies Inv Tst PLC is an investment trust based in the United Kingdom. The company's investment objective is to achieve a long-term total return for shareholders primarily by investment in a broad cross-section of small to medium-sized UK quoted companies. The Company is engaged in a single segment of business of investing in equity and debt securities, issued by companies operating and generating revenue mainly in the UK.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Equity-to-Asset | 0.95 | |||||
| Debt-to-Equity | 0.05 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 1.3 | |||||
| 3-Year EPS without NRI Growth Rate | 1.1 | |||||
| 3-Year Book Growth Rate | -5.5 |
Momentum Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 32.21 | |||||
| 9-Day RSI | 35.02 | |||||
| 14-Day RSI | 37.54 | |||||
| 6-1 Month Momentum % | -7.78 | |||||
| 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 % | 4.34 | |||||
| Dividend Payout Ratio | 0.22 | |||||
| 3-Year Dividend Growth Rate | -0.7 | |||||
| Forward Dividend Yield % | 3.94 | |||||
| 5-Year Yield-on-Cost % | 4.28 | |||||
| Shareholder Yield % | 4.39 |
Profitability Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 97.77 | |||||
| FCF Margin % | -9.72 | |||||
| ROE % | 15.88 | |||||
| ROA % | 15.33 | |||||
| Years of Profitability over Past 10-Year | 6 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 4.94 | |||||
| PE Ratio without NRI | 4.94 | |||||
| Shiller PE Ratio | 10.47 | |||||
| PS Ratio | 4.83 | |||||
| PB Ratio | 0.73 | |||||
| Price-to-Tangible-Book | 0.73 | |||||
| EV-to-Revenue | 4.67 | |||||
| EV-to-FCF | -47.66 | |||||
| Price-to-Projected-FCF | 0.44 | |||||
| Price-to-Graham-Number | 0.4 | |||||
| FCF Yield % | -2.22 | |||||
| Forward Rate of Return (Yacktman) % | 1.46 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Invesco Perpetual UK Smaller Companies Inv Tst PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 27.126 | ||
| EPS (TTM) (£) | 0.784 | ||
| Beta | -0.21 | ||
| Volatility % | 101.4 | ||
| 14-Day RSI | 37.54 | ||
| 14-Day ATR (£) | 0.078121 | ||
| 20-Day SMA (£) | 3.962 | ||
| 12-1 Month Momentum % | -4.73 | ||
| 52-Week Range (£) | 3.81 - 4.84836 | ||
| Shares Outstanding (Mil) | 30.37 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| 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 |
Invesco Perpetual UK Smaller Companies Inv Tst PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Invesco Perpetual UK Smaller Companies Inv Tst PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
Invesco Perpetual UK Smaller Companies Inv Tst PLC Frequently Asked Questions
What is Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU)'s stock price today?
The current price of LSE:IPU is £3.91. The 52 week high of LSE:IPU is £4.85 and 52 week low is £3.81.
When is next earnings date of Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU)?
The next earnings date of Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU) is 2025-05-01 Est..
Does Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU) pay dividends? If so, how much?
The Dividend Yield %  of Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU) is 4.34% (As of Today), Highest Dividend Payout Ratio of Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU) was 0.75. The lowest was 0.13. And the median was 0.18. The  Forward Dividend Yield % of Invesco Perpetual UK Smaller Companies Inv Tst PLC(LSE:IPU) is 3.94%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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