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Equity
PHI
+0.0 · +0.00%
GBX · LSE

Pacific Horizon Investment Trust(PHI) Stock Analysis | Financial Services

GBX --+0.00%
Reward53Moderate
Risk50Moderate
75%Data
Strong 97% profit margin · Revenue growing 1024% YoY
Quality Compounder
Market Cap:872.60M
ⓘ
Reward Rating
53
Moderate
Reward Assessment
75% data coverage
Bottom 50% of stocksView factors
ⓘ
Risk Rating
50
Moderate
Risk Assessment
4 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 PHI 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 PHI, 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 Pacific Horizon Investment Trust?

Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd.

PHI · Verdict

Moderate reward · moderate risk

PHI's standout is profitability, while valuation remains the main concern.

Based on 88% data coverage

PHI · Verdict

What’s working & what to watch

Strengths 1

  • Profitability79/100

    89% net margin · 34% ROE

Watchouts 1

  • Valuation31/100

    Below average

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

What is Pacific Horizon Investment Trust?

Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 872.60M, and a P/E ratio of 3.9x.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (53)

The scoring profile indicates limited reward potential at this time, with profitability and growth offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap872.60M
P/E Ratio3.8958
Dividend Yield0.13%
Beta0.852
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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