JPMorgan Claverhouse Investment Trust plc (JCH) Fair Value & Analysis
Financial Services · GB · Market cap 510M GBX
Fair value as of: Jul 14, 2026
From 12 valuation models · updated 27 days ago
Share price +3.6% over the past month.
A solid business, screening 34% undervalued on our models.
What matters now
- The rarer combination: high quality (74/100) AND below fair value. That earns a closer look rather than a quick verdict.
- For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range £4.95 – £9.44 · fair‑value band £9.43 – £15.71 · the £9.40 price screens below the £12.57 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
JPMorgan Claverhouse Investment Trust plc (JCH) currently trades at £9.40, while our model-based Fair Value estimate is £12.57, implying the stock looks roughly 33.7% undervalued today. The Quality Score stands at 74/100 (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, JPMorgan Claverhouse Investment Trust plc generated revenue of £115M at a net margin of 96.3%. It earns a return on equity of 24.7%. Net debt stands at £18.5M. The stock trades on a trailing P/E of 4.5. Fundamentals as of Jul 14, 2026
Our scenario range runs from £9.43 (bear case) to £15.71 (bull case); at £9.40, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at 34%, JCH screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 12 models by family
Widest divergence: Earnings-Based (£71.20) versus Dividend Discount (£4.66). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 77
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
JPMorgan Claverhouse Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) 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.
Full company description
JPMorgan Claverhouse Investment Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. It is co-managed by JPMorgan Asset Management (UK) 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 stocks of large cap companies. It benchmarks the performance of its portfolio against the FTSE All-Share Index. JPMorgan Claverhouse Investment Trust plc was formed on April 24, 1963 and is domiciled in the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
JPMorgan Claverhouse Investment Trust plc reported revenue of £115M in FY2025 versus £83.5M in FY2021, a compound +8.3%/yr. Reported net income was £111M in FY2025, compounding +7.5%/yr from FY2021.
of which total revenue +12.1 pp · buybacks/dilution −0.5 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch JCH: get an alert when its fair value changes →
Peer Group
Asset Management · 970 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Asset Management median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 30/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Fondul Proprietatea SA FP | $0.0420 | $0.0800 | +90% |
| BlackRock, Inc BLK | $1,136 | $465.75 | -59% |
| Blackstone Inc BX | $124.56 | $16.35 | -87% |
| Investor AB INVEB | kr 423.70 | kr 847.40 | +100% |
| Brookfield Corporation BN | C$62.45 | C$10.12 | -84% |
| KKR & Co KKR | $100.94 | $44.88 | -56% |
| AB Industrivärden INDUA | kr 532.50 | kr 1,065 | +100% |
| Jio Financial Services Limited JIOFIN | ₹242.98 | ₹40.19 | -83% |
| Hedef Holding HEDEF | 267.25 TRY | 320.98 TRY | +20% |
| Bajaj Holdings BAJAJHLDNG | ₹10,398 | ₹9,202 | -12% |
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Frequently asked questions
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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.
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