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About the company
The Investment Company plc is a United Kingdom-based alternative investment fund. The Company’s investment objective is to maximize capital growth for shareholders over the long-term by investing in high-quality, quoted, United Kingdom small and mid-cap companies. The Company principally invests approximately 75 % of its funds in shares of companies which are listed on the Main Market or AQSE or traded on AIM, with a market capitalization of less than £250 million. The Company also invests approximately 25 % of its funds in some United Kingdom listed companies with larger market capitalization, for liquidity purposes. It invests in various sectors, including technology, financials, industrials, consumer, media, construction, support services, healthcare and resources. Chelverton Asset Management Limited is the investment manager of the Company.
- Revenue in GBP (TTM)54.90k
- Net income in GBP-71.47k
- Incorporated1868
- Employees0.00
- LocationInvestment Company plcHamilton Centre, Rodney WayCHELMSFORD CM1 3BYUnited KingdomGBR
- Phone+44 122 548 3030
- Websitehttps://theinvestmentcompanyplc.co.uk/
Profile
| Management group(s) | Chelverton Asset Management |
|---|---|
| AIC sector | UK Smaller Companies |
| ISIN | GB00BV4FKD05 |
| Launch date | 14 Nov 1868 |
| Share type | Ordinary Share |
| Structure | Investment Trust |
| Base currency | GBP |
Objective
To maximise capital growth for Shareholders over the long term by investing in high quality quoted UK small and mid-cap companies.
Managed by
| Not Disclosed |
|---|
Management & contract fees
The Investment Manager will be entitled to an annual fee of 0.75% of the Net Asset Value.
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Caledonian Holdings PLC | 0.00 | -2.23m | 4.55m | 2.00 | -- | 0.9383 | -- | -- | -0.0001 | -0.0001 | 0.00 | 0.00004 | 0.00 | -- | -- | 0.00 | -58.20 | -20.66 | -58.27 | -21.05 | -- | -- | -- | -- | -- | -0.4267 | 0.00 | -- | -- | -- | -462.55 | -- | -- | -- |
| Primorus Investments PLC | -131.00k | -700.00k | 4.81m | 3.00 | -- | 1.04 | -- | -- | -0.005 | -0.005 | -0.0009 | 0.0371 | -0.0232 | -- | -- | -43,666.67 | -12.41 | 8.52 | -12.67 | 8.78 | -- | -- | -- | 35.96 | -- | -- | 0.00 | -- | 2,294.19 | 78.06 | 214.47 | -- | -- | -- |
| Tooru PLC | 796.11k | -1.60m | 5.15m | 4.00 | -- | 0.4144 | -- | 6.47 | -0.0013 | -0.0013 | 0.0007 | 0.0057 | 0.0624 | -- | 0.5071 | 199,027.50 | -12.58 | -9.80 | -17.42 | -11.01 | 62.81 | -- | -201.60 | -- | 0.5952 | -28.12 | 0.3403 | -- | 87.66 | -- | 80.42 | -- | -- | -- |
| Sure Ventures PLC | 3.30m | 2.66m | 5.36m | 0.00 | 1.97 | 0.397 | -- | 1.63 | 0.3421 | 0.3421 | 0.419 | 1.70 | 0.2664 | -- | 1,172.52 | -- | 21.49 | 17.88 | 21.63 | 18.13 | 88.68 | 85.59 | 80.67 | 75.25 | -- | -- | 0.00 | -- | 485.94 | 59.86 | 394.00 | 75.55 | -- | -- |
| Africa Opportunity Fund Limited | 3.58m | 3.36m | 5.68m | 0.00 | 1.69 | 0.5555 | -- | 1.59 | 0.3992 | 0.3992 | 0.4249 | 1.22 | 0.4112 | -- | -- | -- | 38.63 | 9.25 | 39.31 | 9.33 | -- | -- | 93.95 | 62.68 | -- | -- | 0.00 | -- | -- | -- | 330.94 | -- | -- | -- |
| Walker Crips Group plc | 30.20m | -7.76m | 5.75m | 233.00 | -- | 0.4649 | -- | 0.1904 | -0.1823 | -0.1823 | 0.7092 | 0.2904 | 0.7197 | -- | 1.57 | 129,600.90 | -18.50 | -0.5975 | -35.48 | -1.60 | 82.34 | 76.31 | -25.71 | -1.23 | -- | -- | 0.4893 | -- | -0.7253 | -0.0491 | -786.96 | -- | -17.32 | -- |
| Hot Rocks Investments PLC | 386.36k | 73.83k | 5.90m | 3.00 | 39.42 | 3.10 | -- | 15.26 | 0.0004 | 0.0004 | 0.0022 | 0.0055 | 0.2957 | -- | 498.53 | -- | 5.65 | -9.35 | 7.46 | -13.17 | -- | -- | 19.11 | -128.17 | -- | 1.36 | 0.00 | -- | 22,191.03 | -- | -469.56 | -- | -- | -- |
| Jade Road Investments Ltd | 5.87k | -936.28k | 6.32m | 0.00 | -- | -- | -- | 1,076.02 | -3.41 | -3.41 | 0.0213 | -3.03 | 0.1312 | -- | -- | -- | -2,091.80 | -41.49 | -- | -42.53 | -- | -- | -15,950.00 | -1,147.81 | -- | -1.67 | -- | -- | -99.08 | -63.27 | 93.01 | -- | -- | -- |
| Investment Company PLC (THE) | 54.90k | -71.47k | 6.43m | 0.00 | -- | 0.8792 | -- | 117.13 | -0.0078 | -0.0078 | 0.006 | 0.7962 | 0.0073 | -- | 0.1468 | -- | -0.9521 | 4.12 | -0.973 | 4.20 | -- | -- | -130.18 | 60.94 | -- | -- | 0.00 | 3.38 | -95.44 | -- | -107.06 | -- | -- | -- |
| Seed Innovations Ltd | 1.62m | 687.00k | 6.67m | -- | 10.00 | 0.5946 | -- | 4.12 | 0.0036 | 0.0036 | 0.0084 | 0.0597 | 0.147 | -- | 70.43 | -- | 6.23 | -4.74 | 6.28 | -4.76 | -- | -- | 42.41 | -- | -- | -- | 0.00 | -- | 201.45 | -- | 117.31 | -- | -- | -- |
| Quantum Blockchain Technologies PLC | 0.00 | -2.65m | 6.96m | 4.00 | -- | -- | -- | -- | -0.002 | -0.002 | 0.00 | -0.0027 | 0.00 | -- | -- | 0.00 | -69.15 | -61.51 | -80.38 | -211.82 | -- | -- | -- | -88,995.23 | -- | -- | 2.52 | -- | -- | -- | 32.17 | -- | -- | -- |
| Praetura Growth VCT PLC | 511.00k | 157.00k | 7.40m | 3.00 | 45.62 | 1.01 | -- | 14.48 | 0.0219 | 0.0219 | 0.1270 | 0.9933 | 0.1023 | -- | 15.03 | 170,333.30 | 3.14 | -- | 3.19 | -- | -- | -- | 30.72 | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| CEPS plc | 32.48m | 425.00k | 7.67m | 282.00 | 18.04 | 2.69 | 4.52 | 0.236 | 0.0202 | 0.0202 | 1.55 | 0.1358 | 1.34 | 8.43 | 6.11 | 115,187.90 | 4.20 | 3.75 | 9.43 | 7.49 | 41.92 | 40.75 | 3.14 | 3.05 | 0.6793 | 2.98 | 0.6987 | -- | 6.35 | 7.73 | 4.32 | -- | -6.31 | -- |
| Capital for Colleagues PLC | 441.00k | -1.31m | 7.86m | 14.00 | -- | 0.5833 | -- | 17.82 | -0.0707 | -0.0707 | 0.0239 | 0.7286 | 0.0299 | -- | 1.04 | -- | -8.85 | 7.04 | -9.13 | 7.24 | -- | -- | -296.37 | 48.37 | -- | -- | -- | -- | -75.89 | -27.63 | -447.61 | -- | -- | -- |
| Fiske plc | 7.93m | 1.35m | 8.16m | 35.00 | 6.05 | 0.7131 | 4.97 | 1.03 | 0.1141 | 0.1141 | 0.6703 | 0.9676 | 0.533 | -- | 3.00 | 226,571.40 | 9.07 | 4.23 | 11.31 | 5.33 | -- | -- | 17.02 | 7.84 | -- | -- | 0.0156 | 9.65 | 6.86 | 8.06 | 64.43 | -- | -3.46 | -- |
| Inqo Investments Ltd | 1.33m | 1.39m | 8.18m | -- | 6.20 | 0.8441 | 5.49 | 6.15 | 0.0806 | 0.0806 | 0.0782 | 0.5918 | 0.1233 | 0.7678 | 9.82 | -- | 12.95 | -0.58 | 15.01 | -0.6635 | 89.01 | 87.86 | 104.98 | -8.25 | 2.10 | -- | 0.0143 | -- | 25.49 | 1.15 | 480.63 | -- | -28.80 | -- |
| Holder | Shares | % Held |
|---|---|---|
| Chelverton Asset Management Ltd.as of 30 Jun 2025 | 450.00k | 4.90% |
