Dashboard
1
Flat results in Sep 24
- OPERATING CASH FLOW(Y) Lowest at GBP -2.95 MM
- PRE-TAX PROFIT(Q) Lowest at GBP -0.99 MM
- NET PROFIT(Q) Lowest at GBP -0.99 MM
2
With ROE of 40.98%, it has a very attractive valuation with a 0.56 Price to Book Value
3
Consistent Underperformance against the benchmark over the last 3 years
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-40.62%
0%
-40.62%
6 Months
-10.59%
0%
-10.59%
1 Year
-10.59%
0%
-10.59%
2 Years
-12.64%
0%
-12.64%
3 Years
-53.94%
0%
-53.94%
4 Years
-7.32%
0%
-7.32%
5 Years
181.48%
0%
181.48%
Tavistock Investments Plc for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
2.53%
EBIT Growth (5y)
77.20%
EBIT to Interest (avg)
6.81
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
1.22%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
24.47%
ROE (avg)
15.95%
Valuation key factors
Factor
Value
P/E Ratio
1
Industry P/E
Price to Book Value
0.56
EV to EBIT
-7.71
EV to EBITDA
6.96
EV to Capital Employed
0.45
EV to Sales
0.44
PEG Ratio
NA
Dividend Yield
231.09%
ROCE (Latest)
-5.87%
ROE (Latest)
40.98%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bullish
RSI
Bullish
Bollinger Bands
Mildly Bearish
Sideways
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
No Trend
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Mar'23
Mar'23
Mar'22
Change(%)
Net Sales
34.00
34.00
Operating Profit (PBDIT) excl Other Income
0.00
0.40
-100.00%
Interest
0.00
0.10
-100.00%
Exceptional Items
0.30
-4.40
106.82%
Consolidate Net Profit
-1.40
29.60
-104.73%
Operating Profit Margin (Excl OI)
-35.60%
-20.30%
-1.53%
USD in Million.
Net Sales
YoY Growth in year ended Mar 2023 is 0.00% vs 18.47% in Mar 2022
Consolidated Net Profit
YoY Growth in year ended Mar 2023 is -104.73% vs 3,600.00% in Mar 2022
About Tavistock Investments Plc 
Tavistock Investments Plc
Capital Markets
Tavistock Investments Plc is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The Company's segments include Investment Management and Advisory Support. The Company operates in three businesses, including Tavistock Partners Limited (Tavistock Partners), Tavistock (Tavistock Financial) and Tavistock Wealth Limited (Tavistock Wealth). Tavistock Wealth provides retail clients with access to institutional quality portfolio management. Tavistock Partners provide administration and accounting services to the IFAs. The Company's subsidiaries include Tavistock Wealth Limited, Tavistock Partners Limited, Sterling McCall Limited, Cornerstone Asset Holdings Limited and Duchy Independent Financial Advisors Limited.
Company Coordinates 
Company Details
1 Bracknell Beeches, Bracknell , BRACKNELL None : RG12 7BW
Registrar Details






