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. The group holds investments in listed companies and fixed interest securities, holds cash balances and has receivables and payables. It from time to time also invests in FTSE 100 Futures and enters into forward currency contracts. The majority of the revenue comes from the United States of America and United Kingdom market.
Financial Strength
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | N/A |
N/A
|
N/A
| |||
| Equity-to-Asset | 1 | |||||
| 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 Book Growth Rate | 4.1 |
Momentum Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 64.95 | |||||
| 9-Day RSI | 62.37 | |||||
| 14-Day RSI | 61.7 | |||||
| 6-1 Month Momentum % | 3.23 | |||||
| 12-1 Month Momentum % | 0.1 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.16 | |||||
| Dividend Payout Ratio | 1.12 | |||||
| Forward Dividend Yield % | 1.16 | |||||
| 5-Year Yield-on-Cost % | 1.16 | |||||
| 3-Year Average Share Buyback Ratio | -12.9 | |||||
| Shareholder Yield % | 1.15 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 71.97 | |||||
| FCF Margin % | 20.24 | |||||
| ROE % | 1.15 | |||||
| ROA % | 1.15 | |||||
| Years of Profitability over Past 10-Year | 7 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 97 | |||||
| PE Ratio without NRI | 97 | |||||
| Shiller PE Ratio | 22.88 | |||||
| PEG Ratio | 19.02 | |||||
| PS Ratio | 67.36 | |||||
| PB Ratio | 1.04 | |||||
| Price-to-Tangible-Book | 1.04 | |||||
| Price-to-Free-Cash-Flow | 323.33 | |||||
| Price-to-Operating-Cash-Flow | 323.33 | |||||
| EV-to-Revenue | 57.66 | |||||
| EV-to-FCF | 284.91 | |||||
| Price-to-Graham-Number | 2.12 | |||||
| FCF Yield % | 0.35 | |||||
| Forward Rate of Return (Yacktman) % | 5.37 |
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers