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Equity
BVT
+0.0 · +0.00%
GBX · LSE

Baronsmead Venture Trust Plc(BVT) Stock Analysis | Financial Services

GBX --+0.00%
Reward61Moderate
Risk25Low
75%Data
Thin -30% profit margin · 8.0% dividend yield · Revenue growing 138% YoY
Dividend King
Market Cap:193.12M
ⓘ
Reward Rating
61
Moderate
Reward Assessment
75% data coverage
Top 50% of stocksView factors
ⓘ
Risk Rating
25
Low
Risk Assessment
6 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on BVT to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for BVT, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

What is Baronsmead Venture Trust Plc?

Baronsmead Venture Trust Plc is a venture capital trust managed by ISIS Equity Partners LLP specializing in early stage and Growth companies.

BVT · Verdict

Solid reward · low risk

BVT stands out on volatility and growth, but watch the valuation signal.

Based on 88% data coverage

BVT · Verdict

What’s working & what to watch

Strengths 3

  • Volatility95/100

    Top decile vs peers

  • Growth87/100

    Top decile vs peers

  • Balance sheet70/100

    Current ratio 0.95

Watchouts 1

  • Valuation18/100

    Weak vs peers

Model-based scoring. For information only — not financial advice.

What is Baronsmead Venture Trust Plc?

Baronsmead Venture Trust Plc is a venture capital trust managed by ISIS Equity Partners LLP specializing in early stage and Growth companies. It invests in a portfolio of unquoted companies in the United Kingdom, which raise expansion capital or are the subject of a management buy-out or buy-in. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 193.12M, and a P/E ratio of 43.6x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (61)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap193.12M
P/E Ratio43.6
Dividend Yield8.03%
Beta0.021
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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