Valuation: Personal Assets Trust plc

Capitalization 1.67B 2.23B 1.93B 1.77B 3.11B 213B 3.16B 21.07B 8.2B 103B 8.38B 8.2B 358B P/E ratio 2024
40.1x
P/E ratio 2025 14.8x
Enterprise value 1.47B 1.97B 1.71B 1.57B 2.75B 188B 2.79B 18.63B 7.25B 90.9B 7.41B 7.25B 316B EV / Sales 2024
24.4x
EV / Sales 2025 15.7x
Free-Float
78.64%
Yield 2024
1.16%
Yield 2025 1.1%
1 day-0.55%
1 week-1.10%
Current month-1.10%
1 month+0.19%
3 months-1.28%
6 months-1.10%
Current year-0.37%
1 week 538
Extreme 538
546
1 month 530
Extreme 530
549
Current year 515
Extreme 515
555
1 year 502.15
Extreme 502.15
555
3 years 457
Extreme 457
555
5 years 457
Extreme 457
555
10 years 362.28
Extreme 362.2839
555
Manager TitleAgeSince
Chief Investment Officer 59 -
Director TitleAgeSince
Director/Board Member - 30/11/2017
Director/Board Member 66 29/04/1997
Chairman 69 17/09/2020
Date Insider Type Main position Quantity % Market Cap.
04-16Buy

Director

10 0.0000%
04-16Buy

Director

51 0.0000%
04-15Buy

Chairman

291 0.0001%
Change 5d. change 1-year change 3-years change Capi.($)
-0.55%-1.10%+4.46%+14.07% 2.25B
Average -0.55%-1.10%+4.46%+14.07% 2.25B
Weighted average by Cap. -0.55%-1.10%+4.46%+14.07%

Financials

2024 2025
Net sales 66.59M 89.07M 77.14M 70.78M 124M 8.49B 126M 841M 327M 4.1B 334M 327M 14.28B 91.08M 122M 106M 96.81M 170M 11.61B 172M 1.15B 448M 5.61B 457M 448M 19.53B
Net income 44.26M 59.2M 51.27M 47.04M 82.44M 5.64B 83.72M 559M 218M 2.73B 222M 217M 9.49B 115M 154M 133M 122M 214M 14.65B 217M 1.45B 565M 7.08B 577M 565M 24.63B
Net Debt -29.48M -39.43M -34.14M -31.33M -54.9M -3.76B -55.76M -372M -145M -1.82B -148M -145M -6.32B -193M -259M -224M -206M -360M -24.65B -366M -2.44B -951M -11.92B -971M -950M -41.46B
Logo Personal Assets Trust plc
Personal Assets Trust PLC is a United Kingdom-based investment trust run primarily for private investors. The Company's investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term. While the Company uses the FTSE All-Share Index (the All-Share) as a comparator for the purpose of monitoring performance and risk, the composition of the All-Share has no influence on investment decisions or the construction of the portfolio. The Company will invest in equities and fixed income securities and it may also hold cash and cash equivalents and gold. The Company may use derivatives as a way of increasing or reducing its investment exposure and to enhance and protect investment positions. The Company may also from time to time make use of currency hedging. Troy Asset Management Limited is the investment manager of the Company. Juniper Partners Limited is the alternative investment fund manager of the Company.
Employees
-
Date Price Change Volume
05/06/26 539.00 p -0.55% 284,073
04/06/26 542.00 p 0.00% 309,552
03/06/26 542.00 p -0.37% 388,237
02/06/26 544.00 p -0.18% 444,058
01/06/26 545.00 p 0.00% 474,780