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

5/10

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	0 1 2 3 4 5 6 7 8 9
WACC vs ROIC		WACC ROIC

Growth Rank

	Name	Current	Vs Industry		Vs History
	3-Year Book Growth Rate	4.1

Momentum Rank

4/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	64.9
	9-Day RSI	62.3
	14-Day RSI	61.37
	6-1 Month Momentum %	3.13
	12-1 Month Momentum %	-0.21

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	1.15
	Dividend Payout Ratio	1.12
	Forward Dividend Yield %	1.15
	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

Financials (Next Earnings Date:2024-06-12 Est.)

Annual Quarterly TTM

LSE:PNL's 30-Y Financials

AAPL

Income Statement Breakdown

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Personal Assets Trust PLC Executives

Details

GF Value: £0.15

LSE:PNL

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 3 Medium warning signs with PNL. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil £)	28.815
	EPS (TTM) (£)	0.05
	Beta	0.32
	Volatility %	3.65
	14-Day RSI	61.37
	14-Day ATR (£)	0.031295
	20-Day SMA (£)	4.8195
	12-1 Month Momentum %	-0.21
	52-Week Range (£)	4.57 - 4.87
	Shares Outstanding (Mil)	342.6

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

Personal Assets Trust PLC Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Personal Assets Trust PLC Stock Events

Financials Calendars

	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 £4.85. The 52 week high of LSE:PNL is £4.87 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 2024-06-12 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 1.12. The lowest was 0.13. And the median was 0.22. 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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