PCT:LSE:LSE-Polar Capital Technology Trust (GBX)

COMMON STOCK | Asset Management |

Last Closing

USD 2935

Change

+10.00 (+0.34)%

Market Cap

USD 3.66B

Volume

0.16M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-29 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
III:LSE 3I Group PLC

+19.00 (+0.64%)

USD 28.53B
LGEN:LSE Legal & General Group PLC

+0.10 (+0.04%)

USD 15.12B
SMT:LSE Scottish Mortgage Investment T..

+1.80 (+0.20%)

USD 11.90B
PSH:LSE Pershing Square Holdings Ltd

-36.00 (-0.88%)

USD 7.58B
ICP:LSE Intermediate Capital Group PLC

N/A

USD 6.17B
SDR:LSE Schroders PLC

+0.40 (+0.11%)

USD 5.96B
FCIT:LSE F&C Investment Trust PLC

-2.00 (-0.19%)

USD 5.18B
MNG:LSE M&G Plc

+0.10 (+0.05%)

USD 4.91B
HL:LSE Hargreaves Lansdown plc

-3.00 (-0.33%)

USD 4.26B
ATST:LSE Alliance Trust PLC

+10.00 (+0.80%)

USD 3.56B

ETFs Containing PCT:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.10% 92% A 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 13.10% 92% A 84% B
Trailing 12 Months  
Capital Gain 51.29% 97% N/A 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 51.29% 96% N/A 93% A
Trailing 5 Years  
Capital Gain 114.86% 97% N/A 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 114.86% 95% A 93% A
Average Annual (5 Year Horizon)  
Capital Gain 26.48% 86% B+ 89% A-
Dividend Return 26.48% 83% B 89% A-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 387.64% 14% F 7% C-
Risk Adjusted Return 6.83% 46% F 48% F
Market Capitalization 3.66B 98% N/A 80% B-

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector