ARR:LSE-Aurora Investment Trust plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 231.00

Change

-2.00 (-0.86)%

Market Cap

GBX 0.18B

Volume

0.17M

Avg Analyst Target

N/A

Avg User Target

GBX
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Aurora Investment Trust plc is an open-ended equity mutual fund launched by Mars Asset Management Limited. The fund is managed by Phoenix Asset Management Partners Limited. It invests in the public equity markets of the United Kingdom. The fund makes its investments across diversified sectors. The fund primarily invests in equity securities, but with some exposure to fixed interest also. It focuses its investments on stocks of large-cap companies listed on the London Stock Exchange. Emphasis is also given to investments in companies with exposure to economies growing at a faster long-term rate than the UK. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. It was formed on 13 March 1997 and is domiciled in the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-10-27 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
SMT:LSE Scottish Mortgage Investment T..

-14.00 (-0.94%)

GBX21.13B 2.36 N/A
III:LSE 3i Group plc

-6.00 (-0.45%)

GBX13.04B 6.98 N/A
SDR:LSE Schroders plc

-19.00 (-0.52%)

GBX9.66B 18.48 8.43
SDRC:LSE Schroders plc

+50.00 (+2.05%)

GBX9.52B 12.34 8.43
HL:LSE Hargreaves Lansdown plc

-24.00 (-1.52%)

GBX7.52B 25.20 17.97
ICP:LSE Intermediate Capital Group plc

N/A

GBX6.42B 14.02 9.45
SLA:LSE Standard Life Aberdeen plc

N/A

GBX5.98B 7.37 N/A
PSH:LSE Pershing Square Holdings Ltd

-50.00 (-1.69%)

GBX5.89B 203.20 N/A
ABDN:LSE Abrdn PLC

-2.20 (-0.84%)

GBX5.69B 3.97 N/A
MNG:LSE M&G plc

-0.10 (-0.05%)

GBX5.20B 80.04 N/A

ETFs Containing ARR

Symbol Name Weight Mer Price(Change) Market Cap

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 11.59% 51% F 51% F
Dividend Return 0.00% 2% F 2% F
Total Return 11.60% 48% F 50% F
Trailing 12 Months  
Capital Gain 39.58% 70% C- 69% D+
Dividend Return 0.00% 26% F 3% F
Total Return 39.58% 68% D+ 68% D+
Trailing 5 Years  
Capital Gain 36.69% 60% D- 58% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.69% 55% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 5.19% 44% F 41% F
Dividend Return 48.16% 95% A 93% A
Total Return 53.35% 81% B- 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 85.18% 23% F 20% F
Risk Adjusted Return 62.63% 79% C+ 75% C
Market Capitalization 0.18B 45% F 40% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 3.23 72% C- 91% A-
Price/Book Ratio 0.97 51% F 73% C
Price / Cash Flow Ratio -8.71 65% D 80% B-
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 36.56% 77% C+ 90% A-
Return on Invested Capital -0.01% 70% C- 52% F
Return on Assets 22.83% 82% B- 96% A
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.32 10% F 22% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

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

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.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

Negative cashflow

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

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