Openbookopenbook
Equity
MRC
+0.0 · +0.00%
GBX · LSE

The Mercantile Investment Trust plc(MRC) Stock Analysis | Financial Services

GBX --+0.00%
Reward59Moderate
Risk47Moderate
75%Data
Strong 90% profit margin · 2.8% dividend yield · Revenue down 66% YoY
Quality Compounder
Market Cap:1.81Bn
ⓘ
Reward Rating
59
Moderate
Reward Assessment
75% data coverage
Top 50% of stocksView factors
ⓘ
Risk Rating
47
Moderate
Risk Assessment
2 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 MRC 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 MRC, 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 The Mercantile Investment Trust plc?

The Mercantile Investment Trust plc is an open ended equity mutual fund launched and managed by JPMorgan Funds Limited.

MRC · Verdict

Solid reward · moderate risk

MRC stands out on cash flow and growth, but watch the valuation signal.

Based on 88% data coverage

MRC · Verdict

What’s working & what to watch

Strengths 3

  • Cash flow79/100

    23% free-cash-flow margin

  • Growth68/100

    Above average

  • Profitability67/100

    93% net margin · 11% ROE

Watchouts 1

  • Valuation35/100

    Below average

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

What is The Mercantile Investment Trust plc?

The Mercantile Investment Trust plc is an open ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 1.81B, and a P/E ratio of 10.0x.

Financial Highlights

Investment Breakdown

Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Risk profile appears balanced versus broad market conditions.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (59)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Similar stocks to compare

A short list of Asset Management names that are close enough in size to make side-by-side comparison useful.

BRWMSmall Cap / 1.8B market cap
Blackrock World Mining Trust Plc
Compare
RATSmall Cap / 1.7B market cap
Rathbone Brothers PLC
Compare
HGTSmall Cap / 1.9B market cap
HG Capital Trust PLC
Compare
Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap1.81B
P/E Ratio9.9655
Dividend Yield2.84%
Beta1.063
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.