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Equity
USA
+0.0 · +0.00%
GBX · LSE

Baillie Gifford US Growth Trust PLC(USA) Stock Analysis | Financial Services

GBX --+0.00%
Reward65Moderate
Risk52Moderate
75%Data
Growth Machine
Market Cap:942.24M
ⓘ
Reward Rating
65
Moderate
Reward Assessment
75% data coverage
Top 50% of stocksView factors
ⓘ
Risk Rating
52
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 USA 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 USA, 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 Baillie Gifford US Growth Trust PLC?

Baillie Gifford US Growth Trust PLC is a closed-ended equity mutual fund launched by Baillie Gifford & Co Ltd.

USA · Verdict

Solid reward · elevated risk

USA's standout is growth; valuation and balance sheet weigh on the picture.

Based on 88% data coverage

USA · Verdict

What’s working & what to watch

Strengths 1

  • Growth87/100

    Top decile vs peers

Watchouts 2

  • Valuation41/100

    Below average

  • Balance sheet42/100

    Net debt/EBITDA 0.2×

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

What is Baillie Gifford US Growth Trust PLC?

Baillie Gifford US Growth Trust PLC is a closed-ended equity mutual fund launched by Baillie Gifford & Co Ltd. The fund is 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 942.24M, and a P/E ratio of 17.0x.

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
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (65)

The scoring profile indicates moderate reward potential, with growth and profitability as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap942.24M
P/E Ratio17.025
Dividend YieldN/A
Beta1.19
Insider Activity
12M windowAwaiting coverage
LSE director-dealings coverage launching later this year. The data feed is in development.
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