Valuation: Personal Assets Trust plc

Market Cap 167.11Cr 220.7Cr 197.19Cr 183.98Cr 314.73Cr 21TCr 317.08Cr 2.21TCr 863.72Cr 11TCr 828.54Cr 810.62Cr 35TCr P/E 2025
14.8x
P/E 2026 16.5x
Enterprise Value 166.16Cr 219.44Cr 196.07Cr 182.93Cr 312.94Cr 21TCr 315.27Cr 2.2TCr 858.81Cr 11TCr 823.83Cr 806.01Cr 35TCr EV / Sales 2025
15.7x
EV / Sales 2026 15.7x
Free-Float
77.81%
Yield 2025
1.1%
Yield 2026 1.05%
1 day-0.46%
1 month-0.73%
3 months+0.56%
6 months+2.65%
Current year+0.18%
1 week 536
Extreme 536
546
1 month 536
Extreme 536
553
Current year 515
Extreme 515
558
1 year 515
Extreme 515
558
3 years 457
Extreme 457
558
5 years 457
Extreme 457
558
10 years 376.5
Extreme 376.5
558
Manager TitleAgeSince
Chief Investment Officer - -
Chief Investment Officer 59 -
Director TitleAgeSince
Director/Board Member 66 30/04/1997
Chairman 71 18/09/2020
Director/Board Member 65 01/12/2017
Date Insider Type Main position Quantity % Market Cap. Importance
17/04/26 Buy

Director

51 0.0000%
17/04/26 Buy

Director

10 0.0000%
16/04/26 Buy

Chairman

337 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
-0.18%0.00%+2.85%+17.83% 221.93Cr
Average -0.46%-0.18%+2.85%+17.83% 221.93Cr
Weighted average by Cap. -0.46%-0.18%+2.85%+17.83%

Financials

2025 2026
Net sales 9.11Cr 12Cr 11Cr 10Cr 17Cr 1.16TCr 17Cr 120.5Cr 47Cr 591.81Cr 45Cr 44Cr 1.9TCr 11Cr 14Cr 12Cr 12Cr 20Cr 1.35TCr 20Cr 140.12Cr 55Cr 688.13Cr 53Cr 51Cr 2.21TCr
Net income 11Cr 15Cr 14Cr 13Cr 22Cr 1.47TCr 22Cr 152.03Cr 59Cr 746.67Cr 57Cr 56Cr 2.4TCr 10Cr 13Cr 12Cr 11Cr 19Cr 1.3TCr 19Cr 134.6Cr 53Cr 661.05Cr 50Cr 49Cr 2.13TCr
Net Debt -19Cr -26Cr -23Cr -21Cr -36Cr -2.47TCr -37Cr -255.89Cr -100Cr -1.26TCr -96Cr -94Cr -4.04TCr -95.03L -1.26Cr -1.12Cr -1.05Cr -1.79Cr -121.41Cr -1.8Cr -13Cr -4.91Cr -62Cr -4.71Cr -4.61Cr -198.49Cr
Projected Income Statement - Annual - Personal Assets Trust plc
Logo Personal Assets Trust plc
Personal Assets Trust PLC is a United Kingdom-based investment trust run primarily for private investors. The Company's investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term. While the Company uses the FTSE All-Share Index (the All-Share) as a comparator for the purpose of monitoring performance and risk, the composition of the All-Share has no influence on investment decisions or the construction of the portfolio. The Company will invest in equities and fixed income securities and it may also hold cash and cash equivalents and gold. The Company may use derivatives as a way of increasing or reducing its investment exposure and to enhance and protect investment positions. The Company may also from time to time make use of currency hedging. Troy Asset Management Limited is the investment manager of the Company. Juniper Partners Limited is the alternative investment fund manager of the Company.
Employees
-
Date Price Change Volume
07/26/07 GBX 542.00 -0.18% 3,62,338
06/26/06 GBX 543.00 +0.74% 6,60,230
05/26/05 GBX 539.00 +0.37% 4,85,281
02/26/02 GBX 537.00 0.00% 6,43,559
01/26/01 GBX 537.00 -0.92% 6,02,421