Monks Investment Trust Plc

LSE • Financial Services • Asset Management • Quote as of 10/30/2026

Company Profile

IndustryAsset Management

SectorFinancial Services

ExchangeLSE

Market Capitalization2,393.09 mln

Float142 mln

Earnings Date12/08/2026

Business Description

Monks Investment Trust PLC is a UK-based investment trust founded in 1929 and run by Baillie Gifford & Co. It puts money into publicly traded companies of various sizes and industries around the world, focusing on businesses expected to grow faster than average. The trust measures its results against the FTSE World Index.

Key Fundamentals

EPS350

P/E4.49

ROE25.15

RPS4.15

ROIC22.98

ROA22.99

Interest Cover81.74

EBITDA, mln642

EV / EBITDA3.95

EV / EBIT3.95

Revenue, mln653

EV / Revenue3.89

Quote Details

Last 1,572.00

Change -26 (-1.63%)

Open 1,586.00

Volume 330,667

Turnover 519,808,544

Average Volume 326,306

Financial Ratios

Pre-Tax Profit Margin97

Leverage Ratio1.10

Current Ratio0.32

Price / Book1.01

Price / Tangible Book1.01

Price / Cash Flow986

Price / Free Cash Flow1,073

Debt / Equity0.07

Price / Sales4.45

Financial Strength

Altman Z-Score7.58

Piotroski F-Score 6 / 9

Beneish M-Score-1.04

Price to Intrinsic Value1.30

Price to Graham Number0.45

Shiller PE Ratio11.82

Price Performance & Relative Strength

Period	Price Performance	Relative Strength
1 Week	-2.12%	20 / 100
1 Month	-3.91%	31 / 100
2 Months	-0.58%	51 / 100
6 Months	1.21%	48 / 100
1 Year	2.27%	39 / 100

Monks Investment Trust Plc

Company Profile

EPS

P / E

Piotroski F-Score

Beneish M-Score