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The Edinburgh Investment Trust plc (EDIN) Fair Value & Analysis

Financial Services · GB · Market cap 1.0B GBX

TE The Edinburgh Investment Trust plc EDIN · LSE
Price£7.97
Fair Value£11.18
Upside+40.3%
Quality70/100
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Evidence: High Range £8.39 – £13.98

Fair value as of: Jun 26, 2026

From 19 valuation models · updated 7 days ago

Share price +3.3% over the past month.

Price vs Fair Value (12 months)

£8.01 £7.27 Fair Value £11.18 Jul 2025 Jul 2026

12‑month range £7.27 – £8.01 · fair‑value band £8.39 – £13.98 · the £7.97 price screens below the £11.18 fair value. As of Jun 26, 2026.

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Analysis

The Edinburgh Investment Trust plc (EDIN) currently trades at £7.97, while our model-based Fair Value estimate is £11.18 — implying the stock looks roughly 40.3% undervalued today. We read business quality at 70/100 (solid 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, The Edinburgh Investment Trust plc generated revenue of £89.7M at a net margin of 90.0%. Revenue declined 4.7% year over year. It earns a return on equity of 6.9%. Net debt stands at £119M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 89.7M GBX
Revenue growth (YoY) -4.7%
Net margin 90.0%
Return on equity 6.9%
Free cash flow 69.5M GBX FY2025
P/E ratio 14.3
More key figures
Operating margin 96.7%
EPS (TTM) £0.5800
Dividend yield 4.0%
EPS growth (YoY) -0.4%
Net debt 119M GBX FY2026

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

About the company

The Edinburgh Investment Trust plc is a closed-ended equity mutual fund launched and managed by Majedie Asset Management Limited. The fund invests in the public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying growth stocks of companies. It benchmarks the performance of its portfolio against the FTSE All-Share Index. The Edinburgh Investment Trust plc was formed on March 1, 1889 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The Edinburgh Investment Trust plc reported revenue of £89.8M in FY2025 versus £280M in FY2021, a compound −24.8%/yr. Reported net income was £85.4M in FY2025, compounding −25.6%/yr from FY2021.

Revenue −24.8%/yr
FY21 £280M
FY22 £143M
FY23 £55.0M
FY24 £133M
FY25 £89.8M
Net income −25.6%/yr
FY21 £279M
FY22 £141M
FY23 £42.2M
FY24 £132M
FY25 £85.4M

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Frequently asked questions

Is The Edinburgh Investment Trust plc (EDIN) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £11.18 versus a price of £7.97 — about +40% (undervalued). Model-based estimate, not financial advice.
What is the fair value of EDIN?
Our model-based fair value for The Edinburgh Investment Trust plc is £11.18 (as of Jun 26, 2026), built from audited fundamentals. The current price is £7.97.
What is the quality score of EDIN?
The Edinburgh Investment Trust plc has a Quality Score of 70/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of The Edinburgh Investment Trust plc (EDIN)?
The Edinburgh Investment Trust plc reported trailing-twelve-month revenue of about £89.7M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of EDIN?
The net profit margin of The Edinburgh Investment Trust plc is about 90.0%, meaning it keeps roughly 90.0% of revenue as net income. Based on the latest reported figures.
Does The Edinburgh Investment Trust plc pay a dividend?
The Edinburgh Investment Trust plc currently shows a dividend yield of about 4.02% 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.