Fair Value Calculator Fair Value Calculator
EN DE

The North American Income Trust plc (NAIT) Fair Value & Analysis

Financial Services · GB · Market cap 461M GBX

TN The North American Income Trust plc NAIT · LSE
Price£4.31
Fair Value£5.71
Upside+32.5%
Quality73/100
Watch The North American Income Trust plc for free — get notified when fair value or trend changes. Watch for free
Evidence: High Range £4.28 – £7.14

Fair value as of: Jun 26, 2026

From 22 valuation models · updated 7 days ago

Share price +5.8% over the past month.

Price vs Fair Value (12 months)

£4.36 £3.22 Fair Value £5.71 Jul 2025 Jul 2026

12‑month range £3.22 – £4.36 · fair‑value band £4.28 – £7.14 · the £4.31 price screens below the £5.71 fair value. As of Jun 26, 2026.

✦ Which stocks are undervalued right now? Check free Discover now →

Analysis

The North American Income Trust plc (NAIT) currently trades at £4.31, while our model-based Fair Value estimate is £5.71 — implying the stock looks roughly 32.5% undervalued today. We read business quality at 73/100 (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 North American Income Trust plc generated revenue of £38.3M at a net margin of 90.8%. Revenue declined 13.1% year over year. It earns a return on equity of 7.5%. Net debt stands at £23.5M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 38.3M GBX
Revenue growth (YoY) -13.1%
Net margin 90.8%
Return on equity 7.5%
Free cash flow 14.5M GBX FY2025
P/E ratio 13.9
More key figures
Operating margin 96.3%
EPS (TTM) £0.2900
Dividend yield 3.2%
EPS growth (YoY) +9.6%
Net debt 23.5M GBX FY2026

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

About the company

The North American Income Trust plc is an exchange traded fund launched and managed by Aberdeen Fund Managers Limited. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap companies, within the market capitalization range of S&P 500 Index. It employs active management style to manage its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index. The fund was formerly known as Edinburgh US Tracker Trust plc. The North American Income Trust plc was formed on November 2, 1902 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The North American Income Trust plc reported revenue of £98.6M in FY2025 versus −£20.8M in FY2021. Reported net income was £90.7M in FY2025.

Revenue
FY21 −£20.8M
FY22 £96.8M
FY23 £45.2M
FY24 −£2.9M
FY25 £98.6M
Net income
FY21 −£24.1M
FY22 £93.9M
FY23 £41.8M
FY24 −£9.2M
FY25 £90.7M

Is NAIT fairly valued? → Check now

Similar stocks

6 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
The Schiehallion Fund Limited MNTN $2.27 $4.54 +100%
BlackRock, Inc BLK 17,417 MXN 10,294 MXN -41%
BH Macro Limited BHMU $4.42 $8.84 +100%
Blackstone Inc BX $123.26 $52.88 -57%
Investor AB IVSBF $39.99 $79.98 +100%

Explore undervalued stocks

More undervalued Financial Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap Stocks

Frequently asked questions

Is The North American Income Trust plc (NAIT) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £5.71 versus a price of £4.31 — about +32% (undervalued). Model-based estimate, not financial advice.
What is the fair value of NAIT?
Our model-based fair value for The North American Income Trust plc is £5.71 (as of Jun 26, 2026), built from audited fundamentals. The current price is £4.31.
What is the quality score of NAIT?
The North American Income Trust plc has a Quality Score of 73/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of The North American Income Trust plc (NAIT)?
The North American Income Trust plc reported trailing-twelve-month revenue of about £38.3M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of NAIT?
The net profit margin of The North American Income Trust plc is about 90.8%, meaning it keeps roughly 90.8% of revenue as net income. Based on the latest reported figures.
Does The North American Income Trust plc pay a dividend?
The North American Income Trust plc currently shows a dividend yield of about 3.17% 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.