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F&C Investment Trust PLC (FCIT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

F&C Investment Trust PLC

FCITMarket cap $8.72BPrice $4.6

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs a globally diversified investment trust that's been compounding wealth for shareholders since 1868, making it the oldest collective investment vehicle still trading today. Holds hundreds of companies worldwide, from tech giants to consumer brands, all in one listed share.

In Bastion Portfolios?

52W Return+18%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-224%1

Revenue Forecast

Rev CAGR (1y)-2%2

Rev CAGR (3y)na1

Rev CAGR (5y)na1

Earnings Forecast

EPS Growth Y+1-17%2

EPS Growth Y+20%4

EPS Growth Y+30%4

Quality

Margins

EBIT Margin98%10

Net Income Margin97%10

Free Cash Flow Margin4%4

Debt

Net Debt/EBITDAna–

Efficiency

ROE23%8

ROA21%10

Earnings Stability33

GEAR+AVERAGE56

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)127

P/E Ratio (Forward 3y)126

P/BV1.010

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return+2%8

3 month return+3%7

YTD return+13%7

Mid term

Price vs 52wHigh99%10

1 year return+17%7

Long term

3 year return+69%6

5 year return+76%7

Risk Shield

Price Risk

Beta0.67

Volatility13%10

Free Cash Flow

Free Cash Flow Margin4%4

Free Cash Flow Yield0.0%10

Quality

ROCE22%10

Earnings Stability33

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

FCITF&C Investment Trust

Revenue FY25$986M

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-224%1

Revenue, next 1Y-2%2

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-17%2

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

Revenue fell 224%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return+3%7

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+17%7

3-year return+69%6

5-year return+76%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +69% over three years and +76% over five, ahead of 60% of the market.

It's up 17% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%), over three months (+3%) and so far this year (+13%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on F&C Investment Trust PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

FCITF&C Investment Trust

Revenue FY25$986M

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-224%1

Revenue, next 1Y-2%2

Revenue, next 3Y, CAGRna1

Revenue, next 5Y, CAGRna1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-17%2

EPS growth, FY27E0%4

EPS growth, FY28E0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

After shrinking over the last 3 years, revenue is set to hold flat from here.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

Revenue fell 224%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Revenue is set to hold flat over the next 3 years, behind most of the market.1/10

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 0%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG82 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return+3%7

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high99%10

1-year return+17%7

3-year return+69%6

5-year return+76%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +69% over three years and +76% over five, ahead of 60% of the market.

It's up 17% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%), over three months (+3%) and so far this year (+13%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on F&C Investment Trust PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community