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Overview
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Herald Investment Trust stock

HRI.L
GB0004228648

Price

23.40
Today +/-
-0.12
Today %
-0.43 %

Herald Investment Trust stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Herald Investment Trust stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Herald Investment Trust stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Herald Investment Trust stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Herald Investment Trust's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Herald Investment Trust Stock Price History

DateHerald Investment Trust Price
2/7/202523.40 undefined
2/6/202523.50 undefined
2/5/202523.15 undefined
2/4/202523.10 undefined
2/3/202523.15 undefined
1/31/202523.50 undefined
1/30/202523.55 undefined
1/29/202523.25 undefined
1/28/202523.05 undefined
1/27/202523.30 undefined
1/24/202523.65 undefined
1/23/202523.65 undefined
1/22/202523.60 undefined
1/21/202523.20 undefined
1/20/202523.40 undefined
1/17/202524.00 undefined
1/16/202524.95 undefined
1/15/202525.40 undefined
1/14/202524.95 undefined
1/13/202524.90 undefined

Herald Investment Trust Revenue, EBIT, Net Income

  • 3 years

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Herald Investment Trust, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Herald Investment Trust from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Herald Investment Trust’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Herald Investment Trust. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Herald Investment Trust’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Herald Investment Trust’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Herald Investment Trust’s growth potential.

Herald Investment Trust Revenue, EBIT and net profit per share

DateHerald Investment Trust RevenueHerald Investment Trust EBITHerald Investment Trust Net Income
202362.03 M undefined48.68 M undefined48.12 M undefined
2022-390.33 M undefined-404.99 M undefined-405.53 M undefined
2021298.07 M undefined280.9 M undefined280.4 M undefined
2020418.82 M undefined405.66 M undefined405.36 M undefined
2019253.79 M undefined242.26 M undefined242.03 M undefined
2018-37.14 M undefined-48.07 M undefined-48.34 M undefined
2017213.14 M undefined203.08 M undefined202.82 M undefined
2016152.93 M undefined144.67 M undefined143.81 M undefined
201560.37 M undefined52.5 M undefined51.19 M undefined
201417.2 M undefined9.9 M undefined7.5 M undefined
2013140.9 M undefined133.9 M undefined131.5 M undefined
201263.8 M undefined55.5 M undefined55.4 M undefined
2011-15.9 M undefined-24 M undefined-24.1 M undefined
2010145.6 M undefined138.5 M undefined138.3 M undefined
2009146.1 M undefined140.4 M undefined140.4 M undefined
2008-118.9 M undefined-121.7 M undefined-121.8 M undefined
2007-27.8 M undefined-34.2 M undefined-34.3 M undefined
200628 M undefined23.6 M undefined23.5 M undefined
200531.2 M undefined26.4 M undefined26.3 M undefined
200421.2 M undefined16.7 M undefined16.7 M undefined

Herald Investment Trust Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)NET INCOME (M)NET INCOME GROWTH (%)SHARES (M)DOCUMENTS
1996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
122129262-48-98-91143213128-27-118146145-15631401760152213-37253418298-39062
-75.0038.10803.45-118.32104.17-7.14-257.14-85.3147.62-9.68-196.43337.04-223.73-0.68-110.34-520.00122.22-87.86252.94153.3340.13-117.37-783.7865.22-28.71-230.87-115.90
91.6790.4893.1098.85110.42104.08103.3097.9080.9583.8782.14122.22104.2495.8995.17153.3387.3095.7158.8286.6795.3995.31127.0396.0597.1394.30103.3379.03
111927259-53-102-94140172623-33-123140138-23551341052145203-47243406281-40349
111827258-54-102-94140162623-34-121140138-2455131751143202-48242405280-40548
-63.6450.00855.56-120.9388.89-7.84-248.94-88.5762.50-11.54-247.83255.88-215.70-1.43-117.39-329.17138.18-94.66628.57180.3941.26-123.76-604.1767.36-30.86-244.64-111.85
90.986.386.385.983.684.384.587.487.787.687.687.184.982.480.579.879.478.377.677.174.7771.3969.4668.1166.6465.0363.2659.31
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Details

Keystats

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Revenue and Growth

The Herald Investment Trust Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Herald Investment Trust is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (k)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (B)LONG-T. REC. (k)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (B)
1996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                       
2.29.6627.512.219.28.818.634.99.111.812.231.518.639.530291830.969.3682.4541.8768.8688.8472.9374.5580.4442.29
0.11.30.20.521.80.50.71.80.72.70.81.71.51.31.921.51.21.3223.41.521.411.931.384.271.173.9
60070060060030010002001001001000100100000100100901291671636780108142122
0000000000000000000000000000
000000000000000000000000001.170
2.911.66.828.614.521.19.319.536.89.914.61333.320.240.831.93119.632.270.77105.9843.5570.4490.8474.3978.9382.9246.31
0000000000000000000000000000
0.130.140.170.410.370.260.190.330.330.350.390.330.240.380.50.490.540.630.630.630.70.910.821.021.411.671.211.19
000000000000000000000000001420
0000000000000000000000000000
0000000000000000000000000000
000000000000000009.49.712.4411.7312.8815.9415.0619.5810.4913.7415.09
0.130.140.170.410.370.260.190.330.330.350.390.330.240.380.50.490.540.640.640.640.710.930.831.031.431.681.221.2
0.130.150.170.430.380.280.20.350.360.360.40.340.280.40.540.520.570.660.670.710.820.970.91.121.51.761.311.25
                                                       
20.720.720.720.72121.121.12221.921.921.921.720.920.32019.919.819.419.319.0318.2717.5817.2316.8316.4516.1915.5414.03
73.572.870.170.170.871.271.273.773.873.773.773.773.773.773.773.773.773.773.773.7473.7473.7473.7473.7473.7473.7473.7473.74
16.231.252.592.7219.6206.3188.4184.5204.5212.4237.5249.6254.9232.1380.8355.6408.4320.8535.8578.37437.25469.48544.11580.73668.07778.02834.38771.14
00000000000000000000000000842.410
19.622.727.7245.764-25.9-103.240.736.350.348.1-1.6-138.814.8000209.600262.16405.86266.08451.55745.11892.93381.38386.85
0.130.150.170.430.380.270.180.320.340.360.380.340.210.340.470.450.50.620.630.670.790.970.91.121.51.762.151.25
0.100.60.10.43.30.30.1000002.61.80000.72.81.611.48000000
000000000000000000000000001.080
0.90.90.91.21.111.10.70.70.40.70.315.97.29.921.422.11514.413.990.920.970.961.221.611.531.221.19
00000019.429.324.702005050505050252525250000000
0000000000000000000000000000
10.91.51.31.54.320.830.125.40.420.70.365.959.861.771.472.14040.141.7927.532.440.961.221.611.532.31.19
0003.33.22.92.9000000000000000000000
0000000000000000000000000000
0000000000000000000000000000
0003.33.22.92.9000000000000000000000
10.91.54.64.77.223.730.125.40.420.70.365.959.861.771.472.14040.141.7927.532.440.961.221.611.532.31.19
0.130.150.170.430.380.280.20.350.360.360.40.340.280.40.540.520.570.660.670.710.820.970.91.121.51.762.151.25
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Herald Investment Trust provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Herald Investment Trust's financial health and stability.

Assets

Herald Investment Trust's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Herald Investment Trust must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Herald Investment Trust after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Herald Investment Trust's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
1996199719981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
1111010002723-32-119143141-21581341053145203-47242405280-40448
0000000000000000000000000000
0000000000000000000000000000
00000000000-2-2-2-2-3-3-2-204014414316285167
000000000-25-2132126-139-13724-54-132-17-50-135-20248-242-410-285405-45
0000000000021222333110000000
0000000000000000000000000000
00110100002-1400000-925015424312245270
0000000000000000000000000000
-338018-199-30-3190-1825-24-324-8124244600000000
-338018-199-30-3190-1825-24-324-8124244600000000
0000000000000000000000000000
0003002010-2-2620-2000000-25000-25000000
300-400003000-2-10-6-4-1-1-9-2-8-23-27-17-20-24-22-50-107
29-1-52001912-3-2619-23-10-10-4-1-2-34-2-10-37-53-17-20-24-22-50-107
--------------------1.00-13.00-------
00000000000-10-400000000000000
-37-321-1911-10916-2520-30-1320-9-1-10123813-402619-1515-38
0.960.761.241.040.271.490.710.250.30.482.1-1.974.480.860.760.610.53-0.4-9.632.2250.5215.7742.2443.612.1424.0452.0570.57
0000000000000000000000000000

Herald Investment Trust stock margins

The Herald Investment Trust margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Herald Investment Trust. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Herald Investment Trust.

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Herald Investment Trust's sales revenue. A higher gross margin percentage indicates that the Herald Investment Trust retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Herald Investment Trust's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Herald Investment Trust's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Herald Investment Trust's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Herald Investment Trust. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Herald Investment Trust's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Herald Investment Trust Margin History

Herald Investment Trust Gross marginHerald Investment Trust Profit marginHerald Investment Trust EBIT marginHerald Investment Trust Profit margin
202380.05 %78.48 %77.58 %
2022103.5 %103.76 %103.89 %
202194.6 %94.24 %94.07 %
202097.08 %96.86 %96.79 %
201995.79 %95.46 %95.37 %
2018127.48 %129.44 %130.16 %
201795.55 %95.28 %95.16 %
201694.96 %94.6 %94.04 %
201587.73 %86.97 %84.8 %
201460.47 %57.56 %43.6 %
201395.32 %95.03 %93.33 %
201287.62 %86.99 %86.83 %
2011148.43 %150.94 %151.57 %
201095.33 %95.12 %94.99 %
200996.17 %96.1 %96.1 %
2008104.12 %102.35 %102.44 %
2007121.94 %123.02 %123.38 %
200685 %84.29 %83.93 %
200585.58 %84.62 %84.29 %
200480.19 %78.77 %78.77 %

Herald Investment Trust Stock Sales Revenue, EBIT, Earnings per Share

The Herald Investment Trust earnings per share therefore indicates how much revenue Herald Investment Trust has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Herald Investment Trust earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Herald Investment Trust's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Herald Investment Trust’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Herald Investment Trust's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Herald Investment Trust Revenue, EBIT and net profit per share

DateHerald Investment Trust Sales per ShareHerald Investment Trust EBIT per shareHerald Investment Trust Earnings per Share
20231.05 undefined0.82 undefined0.81 undefined
2022-6.17 undefined-6.4 undefined-6.41 undefined
20214.58 undefined4.32 undefined4.31 undefined
20206.28 undefined6.09 undefined6.08 undefined
20193.73 undefined3.56 undefined3.55 undefined
2018-0.53 undefined-0.69 undefined-0.7 undefined
20172.99 undefined2.84 undefined2.84 undefined
20162.05 undefined1.93 undefined1.92 undefined
20150.78 undefined0.68 undefined0.66 undefined
20140.22 undefined0.13 undefined0.1 undefined
20131.8 undefined1.71 undefined1.68 undefined
20120.8 undefined0.7 undefined0.7 undefined
2011-0.2 undefined-0.3 undefined-0.3 undefined
20101.81 undefined1.72 undefined1.72 undefined
20091.77 undefined1.7 undefined1.7 undefined
2008-1.4 undefined-1.43 undefined-1.43 undefined
2007-0.32 undefined-0.39 undefined-0.39 undefined
20060.32 undefined0.27 undefined0.27 undefined
20050.36 undefined0.3 undefined0.3 undefined
20040.24 undefined0.19 undefined0.19 undefined

Herald Investment Trust business model

Herald Investment Trust PLC is a leading investment company specializing in technology-oriented companies. The company is based in London and was founded in 1994. It is listed on the London Stock Exchange and is led by an experienced team of investment experts. The company invests in companies operating in the technology, IT, telecommunications, and media sectors. It follows a long-term investment strategy and focuses on the growing markets of digitalization. The goal of Herald Investment Trust is to provide its investors with above-average returns through diversification of investments, cross-industry investments, and an active investment strategy. Herald Investment Trust's history dates back to 1994 when the company was founded by an experienced team of investment experts. Over the years, Herald Investment Trust has become one of the leading companies in the technology industry. The focus on technology stocks has proven to be very successful and has delivered positive returns even during times of financial crisis. The business model of Herald Investment Trust is based on a diversified portfolio of technology-oriented companies. The company invests in companies with high growth dynamics and strong market positions. It aims for a long-term investment strategy and strives to achieve above-average returns. Herald Investment Trust operates in three sectors: technology, telecommunications, and media. Within these sectors, the company invests in companies that have a leading role in their markets and have high innovation power. The company has a large network of industry contacts and analyst assessments that help it invest successfully in the market. As part of its investment strategy, Herald Investment Trust offers a wide range of products, including equity funds and exchange-traded funds (ETFs). These products provide investors with an easy way to invest in Herald Investment Trust's portfolio. In addition to investment products, Herald Investment Trust offers a variety of services aimed at investors. These include advisory services that help investors optimize their investment strategy and manage their portfolio more effectively. The company also organizes presentations and roadshows to give investors the opportunity to stay informed about the latest developments in the technology sector. Overall, Herald Investment Trust has established itself as one of the leading investment companies in the technology sector. The company has extensive experience in the investment field and has a team of experienced experts. Herald Investment Trust has proven to be a reliable and successful investment partner with its diversified portfolio, providing investors with above-average returns. Herald Investment Trust is one of the most popular companies on Eulerpool.com.

Herald Investment Trust SWOT Analysis

Strengths

Herald Investment Trust PLC possesses several strengths that contribute to its success:

  • Strong track record of delivering consistent returns to investors.
  • Expertise in identifying and investing in high-growth technology companies.
  • Diversified portfolio, reducing risk through exposure to various sectors.
  • Management team with extensive industry knowledge and experience.
  • Strong financial standing, providing stability and flexibility for investments.

Weaknesses

Herald Investment Trust PLC also has a few weaknesses that need to be addressed:

  • Dependency on the performance of technology companies, which can be volatile.
  • Reliance on the expertise of the management team for successful investment decisions.
  • Limited diversification in terms of geographical markets.
  • Potential impact of regulatory changes on the technology sector.

Opportunities

Herald Investment Trust PLC can take advantage of the following opportunities:

  • Continued growth in the global technology industry, creating new investment prospects.
  • Expansion into emerging markets with untapped potential for technology investment.
  • Increasing demand for innovative solutions and technologies across various sectors.
  • Potential for strategic partnerships and collaborations to enhance investment opportunities.

Threats

Herald Investment Trust PLC should be mindful of the following threats:

  • Market volatility and economic uncertainties that could impact the overall investment climate.
  • Intense competition in the technology investment sector.
  • Rapid advancements in technology leading to disruptive changes and potential obsolescence.
  • Potential regulatory and legal challenges affecting technology companies.
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Herald Investment Trust Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Herald Investment Trust historical P/E ratio, EBIT multiple, and P/S ratio

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Herald Investment Trust shares outstanding

  • 3 years

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Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Herald Investment Trust earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Herald Investment Trust's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Herald Investment Trust’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Herald Investment Trust's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Herald Investment Trust dividend payout ratio

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Payout ratio
Details

Payout ratio

ⓘ

What is Yearly Payout Ratio?

The yearly payout ratio for Herald Investment Trust represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Herald Investment Trust could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Herald Investment Trust's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Herald Investment Trust Payout Ratio History

DateHerald Investment Trust Payout ratio
20231 %
20220.99 %
20211 %
20201 %
20190.98 %
20181.01 %
20171.01 %
20160.92 %
20151.09 %
20141.02 %
20130.66 %
20121.59 %
20110.81 %
20100.19 %
20092.25 %
2008-0.39 %
2007-3.42 %
20062.47 %
20051.11 %
20041.75 %
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Unfortunately, there are currently no price targets and forecasts available for Herald Investment Trust.

Eulerpool ESG Scorecard© for the Herald Investment Trust stock

Eulerpool World ESG Rating (EESG©)

28/ 100

🌱 Environment

30

👫 Social

37

🏛️ Governance

17

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Herald Investment Trust shareholders

%
Name
Stocks
Change
Date
15.55987 % Rathbones Investment Management Limited7,832,841-675,05310/21/2024
5.55035 % Lazard Asset Management, L.L.C.2,794,04402/21/2024
2.02993 % Close Brothers Asset Management1,021,866-8,70110/1/2024
1.07869 % Genus Capital Management Inc.543,012010/1/2024
0.99325 % Booth (John David Sebastian)500,000500,0004/24/2024
0.90835 % The Vanguard Group, Inc.457,263-4,4359/30/2024
0.88739 % BlackRock Investment Management (UK) Ltd.446,712-7,79810/1/2024
0.82368 % Legal & General Investment Management Ltd.414,639010/1/2024
0.75349 % Saba Capital Management, L.P.379,309010/18/2024
0.60887 % Vanguard Global Advisers LLC306,505-3,6061/10/2024
1
2
3
4
5
...
10

Herald Investment Trust Executives and Management Board

Mrs. Stephanie Eastment

Herald Investment Trust Non-Executive Independent Director
Compensation 32,550

Mr. James Will

Herald Investment Trust Senior Non-Executive Independent Director
Compensation 31,451

Mrs. Henrietta Marsh

(62)
Herald Investment Trust Non-Executive Independent Director
Compensation 27,125

Mr. Karl Sternberg

Herald Investment Trust Non-Executive Independent Director
Compensation 27,125

Mr. Andrew Joy

Herald Investment Trust Non-Executive Independent Chairman of the Board
Compensation 7,000
1
2

Herald Investment Trust Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
ZOO Digital Group Stock
ZOO Digital Group
SupplierCustomer0,840,600,620,360,460,66
Ilika Stock
Ilika
SupplierCustomer0,720,300,600,850,620,64
Rathbones Group Stock
Rathbones Group
SupplierCustomer-0,420,05-0,020,100,250,46
Wells Fargo Stock
Wells Fargo
SupplierCustomer-0,50-0,110,650,36-0,030,56
Lazard A Stock
Lazard A
SupplierCustomer-0,53-0,200,630,920,890,90
1

Most common questions regarding Herald Investment Trust

What values and corporate philosophy does Herald Investment Trust represent?

Herald Investment Trust PLC represents a set of core values and a corporate philosophy that sets it apart in the investment industry. The company aims to deliver long-term growth and capital appreciation through investments in smaller and dynamic technology-enabled companies. Herald Investment Trust PLC believes in active engagement with investee companies, offering support and guidance to help them achieve their full potential. With a strong emphasis on fundamental research and a disciplined investment approach, Herald Investment Trust PLC strives to generate value for its shareholders by identifying innovative and disruptive businesses in the technology sector.

In which countries and regions is Herald Investment Trust primarily present?

Herald Investment Trust PLC primarily operates in the United Kingdom.

What significant milestones has the company Herald Investment Trust achieved?

Herald Investment Trust PLC has achieved several significant milestones. The company has consistently delivered strong financial performance and has a proven track record of generating superior returns for its investors. Herald Investment Trust PLC has successfully built a diversified portfolio of technology-focused companies, capitalizing on emerging trends and disruptive innovations. With a strong focus on active management and extensive industry expertise, the company has consistently outperformed its benchmark indices. Herald Investment Trust PLC has also established a strong reputation in the market and has been recognized for its excellent investment management capabilities. Overall, the company's milestone achievements reflect its consistent growth, disciplined investment approach, and ability to identify and invest in promising technology companies.

What is the history and background of the company Herald Investment Trust?

Herald Investment Trust PLC is a renowned investment trust company based in the United Kingdom. Established in 1994, the company primarily focuses on investing in smaller technology and communications companies. With a track record dating back over two decades, Herald Investment Trust PLC has been dedicated to capitalizing on opportunities in the ever-evolving tech sector. Over the years, it has gained a reputation for its astute investment approach and ability to identify promising technology trends and companies. As the company name suggests, Herald Investment Trust PLC has consistently strived to be a herald of technological advancements, thereby offering potential for long-term growth and value to its shareholders.

Who are the main competitors of Herald Investment Trust in the market?

The main competitors of Herald Investment Trust PLC in the market include other investment trusts such as Baillie Gifford Shin Nippon PLC, JPMorgan American Investment Trust PLC, and Polar Capital Technology Trust PLC. These companies operate in the investment trust sector and focus on different investment strategies and sectors within the technology and innovation space. Herald Investment Trust PLC distinguishes itself through its active management approach and deep expertise in identifying and investing in small and mid-cap technology and media companies.

In which industries is Herald Investment Trust primarily active?

Herald Investment Trust PLC is primarily active in the technology and communications sectors.

What is the business model of Herald Investment Trust?

The business model of Herald Investment Trust PLC focuses on investing in small to medium-sized companies that have the potential for high growth in the technology, media, and telecommunications sectors. Herald Investment Trust PLC seeks to identify innovative companies that are positioned to benefit from emerging trends and disruptive technologies. By investing in a diversified portfolio, the company aims to generate long-term capital growth for its shareholders. With its expertise and in-depth market analysis, Herald Investment Trust PLC strives to capitalize on various market opportunities and deliver strong returns for investors.

What is the P/E ratio of Herald Investment Trust 2025?

The P/E ratio cannot be calculated for Herald Investment Trust at the moment.

What is the P/S ratio of Herald Investment Trust 2025?

The P/S cannot be calculated for Herald Investment Trust currently.

What is the Quality Investing of Herald Investment Trust?

The Quality Investing for Herald Investment Trust is 1/10.

What is the revenue of Herald Investment Trust 2025?

The revenue cannot currently be calculated for Herald Investment Trust.

How high is the profit of Herald Investment Trust 2025?

The profit cannot currently be calculated for Herald Investment Trust.

What is the business model of Herald Investment Trust

Herald Investment Trust PLC is a publicly traded investment trust specializing in technology and related industries. The company focuses on a diverse portfolio of publicly traded technology companies. Its main focus is on companies operating in the telecommunications, software, internet, semiconductor, hardware, and mobile technology sectors. The company invests globally and aims to maintain a diversified portfolio of companies that support its financial goals. It has a two-pronged investment approach, targeting both high-growth companies with promising capital returns and companies that offer high dividends. Investment decisions are made using both bottom-up and top-down analysis approaches. The company offers a range of investment products focused on various asset classes and strategies, including technology and telecommunications funds, global funds, and single sector or geographical region strategies. The company aims to build a balanced portfolio using proven management techniques and experienced analysts. Its key strategy is to maximize portfolio value through a long-term approach, holding investments for an extended period to benefit from the companies' long-term growth prospects. Overall, Herald Investment Trust is an established investment trust specializing in technology and telecommunications companies worldwide. It offers a wide range of investment products targeting various asset classes and strategies. The company strives for a balanced portfolio and employs a long-term investment strategy to provide significant value to its investors.

What is the Herald Investment Trust dividend?

Herald Investment Trust pays a dividend of 0 GBP distributed over payouts per year.

How often does Herald Investment Trust pay dividends?

The dividend cannot currently be calculated for Herald Investment Trust or the company does not pay out a dividend.

What is the Herald Investment Trust ISIN?

The ISIN of Herald Investment Trust is GB0004228648.

What is the Herald Investment Trust ticker?

The ticker of Herald Investment Trust is HRI.L.

How much dividend does Herald Investment Trust pay?

Over the past 12 months, Herald Investment Trust paid a dividend of 0.01 GBP . This corresponds to a dividend yield of about 0.05 %. For the coming 12 months, Herald Investment Trust is expected to pay a dividend of 0 GBP.

What is the dividend yield of Herald Investment Trust?

The current dividend yield of Herald Investment Trust is 0.05 %.

When does Herald Investment Trust pay dividends?

Herald Investment Trust pays a quarterly dividend. This is distributed in the months of May, May, May, May.

How secure is the dividend of Herald Investment Trust?

Herald Investment Trust paid dividends every year for the past 0 years.

What is the dividend of Herald Investment Trust?

For the upcoming 12 months, dividends amounting to 0 GBP are expected. This corresponds to a dividend yield of 0 %.

In which sector is Herald Investment Trust located?

Herald Investment Trust is assigned to the '-' sector.

Wann musste ich die Aktien von Herald Investment Trust kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Herald Investment Trust from 5/3/2013 amounting to 0.011 GBP, you needed to have the stock in your portfolio before the ex-date on 4/10/2013.

When did Herald Investment Trust pay the last dividend?

The last dividend was paid out on 5/3/2013.

What was the dividend of Herald Investment Trust in the year 2024?

In the year 2024, Herald Investment Trust distributed 0 GBP as dividends.

In which currency does Herald Investment Trust pay out the dividend?

The dividends of Herald Investment Trust are distributed in GBP.

All fundamentals about Herald Investment Trust

Our stock analysis for Herald Investment Trust Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Herald Investment Trust Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.