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Equity
TAVI
+0.0 · +0.00%
GBX · LSE

Tavistock Investments Plc(TAVI) Stock Analysis | Financial Services

GBX --+0.00%
Reward45Moderate
Risk31Moderate
75%Data
Strong 24% profit margin · 3.5% dividend yield · Revenue down 44% YoY
Structurally Challenged
Market Cap:13.01M
ⓘ
Reward Rating
45
Moderate
Reward Assessment
75% data coverage
Bottom 25% of stocksView factors
ⓘ
Risk Rating
31
Moderate
Risk Assessment
5 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 TAVI 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 TAVI, 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.

Analyst Target

Analyst consensus price target: 10p.

What is Tavistock Investments Plc?

Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom.

TAVI · Verdict

Moderate reward · moderate risk

TAVI stands out on balance sheet and volatility, but watch the growth signal.

Based on 88% data coverage

TAVI · Verdict

What’s working & what to watch

Strengths 2

  • Balance sheet86/100

    Current ratio 3.43

  • Volatility75/100

    Above average

Watchouts 1

  • Growth34/100

    Rev +2.2% CAGR · earnings -39.1%

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

What is Tavistock Investments Plc?

Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom. The company offers wealth and portfolio management services; and life insurance and critical illness policies to higher net worth private clients. The company is listed on the LSE in UK, operating in the Financial Services sector, with a market capitalisation of 13.01M, and a P/E ratio of 3.0x.

Financial Highlights

Investment Breakdown

Growth
Revenue growth is subdued, limiting near-term earnings expansion.
Profitability
Adequate profitability with some margin variability in recent periods.
Risk
Below-average volatility supports a steadier risk profile.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (45)

The scoring profile indicates limited reward potential at this time, with profitability and valuation 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
IndustryCapital Markets
Market Cap13.01M
P/E Ratio2.95
Dividend Yield3.45%
Beta-0.249
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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