Lindsell Train (UK) Performance
| LTI Stock | 7.00 0.30 4.11% |
The company secures a Beta (Market Risk) of 0.0825, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Lindsell Train's returns are expected to increase less than the market. However, during the bear market, the loss of holding Lindsell Train is expected to be smaller as well. At this point, Lindsell Train Investment has a negative expected return of -0.23%. Please make sure to verify Lindsell Train's maximum drawdown, kurtosis, day median price, as well as the relationship between the potential upside and daily balance of power , to decide if Lindsell Train Investment performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Lindsell Train Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's technical and fundamental indicators remain rather sound which may send shares a bit higher in November 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Forward Dividend Yield 0.0579 | Last Split Factor 100:1 | Forward Dividend Rate 0.42 | Ex Dividend Date 2025-08-21 | Last Split Date 2025-09-24 |
1 | Lindsell Train Investment Trust Shares Down 4.8 percent - Whats Next - MarketBeat | 08/11/2025 |
2 | Fundsmith vs Lindsell Train Which global equity giant has the edge in 2025 - Trustnet | 09/15/2025 |
3 | Lindsell Train Investment Trust Durability in times of volatility - QuotedData | 09/25/2025 |
4 | The Lindsell Train Investment Trust plc - Net Asset Value - Yahoo | 10/14/2025 |
| Begin Period Cash Flow | 6 M | |
| Total Cashflows From Investing Activities | 325 K |
Lindsell |
Lindsell Train Relative Risk vs. Return Landscape
If you would invest 821.00 in Lindsell Train Investment on July 18, 2025 and sell it today you would lose (121.00) from holding Lindsell Train Investment or give up 14.74% of portfolio value over 90 days. Lindsell Train Investment is generating negative expected returns and assumes 1.9372% volatility on return distribution over the 90 days horizon. Simply put, 17% of stocks are less volatile than Lindsell, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Lindsell Train Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Lindsell Train's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Lindsell Train Investment, and traders can use it to determine the average amount a Lindsell Train's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.119
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LTI |
Estimated Market Risk
| 1.94 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.23 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Lindsell Train is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Lindsell Train by adding Lindsell Train to a well-diversified portfolio.
Lindsell Train Fundamentals Growth
Lindsell Stock prices reflect investors' perceptions of the future prospects and financial health of Lindsell Train, and Lindsell Train fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lindsell Stock performance.
| Return On Equity | -0.023 | ||||
| Return On Asset | -0.0141 | ||||
| Operating Margin | (15.22) % | ||||
| Current Valuation | 139.92 M | ||||
| Shares Outstanding | 20 M | ||||
| Price To Book | 0.76 X | ||||
| Price To Sales | 20.33 X | ||||
| Revenue | (3.91 M) | ||||
| EBITDA | (4.47 M) | ||||
| Total Debt | 209 K | ||||
| Book Value Per Share | 9.52 X | ||||
| Cash Flow From Operations | 8.53 M | ||||
| Earnings Per Share | (0.23) X | ||||
| Total Asset | 190.63 M | ||||
| Retained Earnings | 158.26 M | ||||
About Lindsell Train Performance
By analyzing Lindsell Train's fundamental ratios, stakeholders can gain valuable insights into Lindsell Train's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Lindsell Train has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lindsell Train has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Lindsell Train Investment performance evaluation
Checking the ongoing alerts about Lindsell Train for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Lindsell Train Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lindsell Train generated a negative expected return over the last 90 days | |
| Lindsell Train has high likelihood to experience some financial distress in the next 2 years | |
| Net Loss for the year was (4.47 M) with loss before overhead, payroll, taxes, and interest of (2.95 M). | |
| About 28.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from news.google.com: The Lindsell Train Investment Trust plc - Net Asset Value - Yahoo |
- Analyzing Lindsell Train's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lindsell Train's stock is overvalued or undervalued compared to its peers.
- Examining Lindsell Train's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lindsell Train's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lindsell Train's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Lindsell Train's stock. These opinions can provide insight into Lindsell Train's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Lindsell Stock analysis
When running Lindsell Train's price analysis, check to measure Lindsell Train's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lindsell Train is operating at the current time. Most of Lindsell Train's value examination focuses on studying past and present price action to predict the probability of Lindsell Train's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lindsell Train's price. Additionally, you may evaluate how the addition of Lindsell Train to your portfolios can decrease your overall portfolio volatility.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |