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Aurora Investment Trust plc (ARR) Fair Value & Analysis

Financial Services · GB · Market cap 262M GBX

AI Aurora Investment Trust plc ARR · LSE
Price£2.48
Fair Value£4.25
Upside+71.4%
Quality95/100
Evidence: High Range £3.18 – £5.31

Fair value as of: Jun 26, 2026

From 23 valuation models · updated 3 days ago

Share price +2.3% over the past month.

Price vs Fair Value (12 months)

£2.72 £2.22 Fair Value £4.25 Jun 2025 Jun 2026

12‑month range £2.22 – £2.72 · fair‑value band £3.18 – £5.31 · the £2.48 price screens below the £4.25 fair value. As of Jun 26, 2026.

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Analysis

Aurora Investment Trust plc (ARR) currently trades at £2.48, while our model-based Fair Value estimate is £4.25 — implying the stock looks roughly 71.4% undervalued today. We read business quality at 95/100 (high quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Aurora Investment Trust plc generated revenue of £48.6M at a net margin of 97.2%. Revenue declined 56.9% year over year. It earns a return on equity of 15.2%. The balance sheet holds a net cash position of £1.1M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 48.6M GBX
Revenue growth (YoY) -56.9%
Net margin 97.2%
Return on equity 15.2%
Free cash flow 3.8M GBX FY2025
P/E ratio 9.4
More key figures
Operating margin 95.8%
EPS (TTM) £0.4200
Dividend yield 1.9%
EPS growth (YoY) -58.9%
Net cash 1.1M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Aurora Investment Trust plc is an open-ended equity mutual fund launched by Mars Asset Management Limited. The fund is managed by Phoenix Asset Management Partners Limited. It invests in the public equity markets of the United Kingdom. The fund makes its investments across diversified sectors. The fund primarily invests in equity securities, but with some exposure to fixed interest also. It focuses its investments on stocks of large-cap companies listed on the London Stock Exchange. Emphasis is also given to investments in companies with exposure to economies growing at a faster long-term rate than the UK. The fund benchmarks the performance of its portfolio against the FTSE All-Share Index. It was formed on 13 March 1997 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Aurora Investment Trust plc reported revenue of £6.0M in FY2025 versus £31.7M in FY2021, a compound −34.0%/yr. Reported net income was £47.3M in FY2025, compounding +11.4%/yr from FY2021.

Revenue −34.0%/yr
FY21 £31.7M
FY22 −£34.6M
FY23 £57.0M
FY24 −£10.1M
FY25 £6.0M
Net income +11.4%/yr
FY21 £30.7M
FY22 −£35.4M
FY23 £53.4M
FY24 −£10.7M
FY25 £47.3M

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Frequently asked questions

Is Aurora Investment Trust plc (ARR) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £4.25 versus a price of £2.48 — about +71% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ARR?
Our 21-model fair value for Aurora Investment Trust plc is £4.25 (as of Jun 26, 2026), built from audited fundamentals. The current price is £2.48.
What is the quality score of ARR?
Aurora Investment Trust plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Aurora Investment Trust plc (ARR)?
Aurora Investment Trust plc reported trailing-twelve-month revenue of about £48.6M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of ARR?
The net profit margin of Aurora Investment Trust plc is about 97.2%, meaning it keeps roughly 97.2% of revenue as net income. Based on the latest reported figures.
Does Aurora Investment Trust plc pay a dividend?
Aurora Investment Trust plc currently shows a dividend yield of about 1.93% relative to its recent price (as of Jun 26, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.