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North Atlantic Smaller Companies Investment Trust PLC (NAS) Fair Value & Analysis

Financial Services · GB · Market cap £492M

NA North Atlantic Smaller Companies Investment Trust PLC NAS · LSE
Price£4.00
Fair Value£5.58
Upside+39.5%
Quality69/100
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Evidence: High Range £4.18 – £6.97

Fair value as of: Jun 26, 2026

From 25 valuation models · updated 7 days ago

Share price +6.1% over the past month.

Price vs Fair Value (12 months)

£4.08 £3.18 Fair Value £5.58 Jul 2025 Jul 2026

12‑month range £3.18 – £4.08 · fair‑value band £4.18 – £6.97 · the £4.00 price screens below the £5.58 fair value. As of Jun 26, 2026.

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Analysis

North Atlantic Smaller Companies Investment Trust PLC (NAS) currently trades at £4.00, while our model-based Fair Value estimate is £5.58 — implying the stock looks roughly 39.5% undervalued today. We read business quality at 69/100 (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, North Atlantic Smaller Companies Investment Trust PLC generated revenue of £40.1M at a net margin of 73.1%. Revenue declined 24.7% year over year. It earns a return on equity of 4.1%. The balance sheet holds a net cash position of £23.2M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) £40.1M
Revenue growth (YoY) -24.7%
Net margin 73.1%
Return on equity 4.1%
Free cash flow £10.2M FY2025
P/E ratio 17.5
More key figures
Operating margin 138%
EPS (TTM) £0.2200
Dividend yield 1.8%
EPS growth (YoY) -29.0%
Net cash £23.2M FY2026

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

About the company

North Atlantic Smaller Companies Investment Trust PLC is an open-end equity mutual fund launched and managed by Harwood Capital LLP. It invests in public equity markets of global region. It invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of small-cap companies. North Atlantic Smaller Companies Investment Trust PLC was formed on January 24, 1973 and is domiciled in United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

North Atlantic Smaller Companies Investment Trust PLC reported revenue of £43.3M in FY2025 versus £131M in FY2021, a compound −24.2%/yr. Reported net income was £41.9M in FY2025, compounding −24.7%/yr from FY2021.

Revenue −24.2%/yr
FY21 £131M
FY22 £67.0M
FY23 £25.3M
FY24 £11.3M
FY25 £43.3M
Net income −24.7%/yr
FY21 £130M
FY22 £64.9M
FY23 −£91.0M
FY24 £2.1M
FY25 £41.9M

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Frequently asked questions

Is North Atlantic Smaller Companies Investment Trust PLC (NAS) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £5.58 versus a price of £4.00 — about +40% (undervalued). Model-based estimate, not financial advice.
What is the fair value of NAS?
Our model-based fair value for North Atlantic Smaller Companies Investment Trust PLC is £5.58 (as of Jun 26, 2026), built from audited fundamentals. The current price is £4.00.
What is the quality score of NAS?
North Atlantic Smaller Companies Investment Trust PLC has a Quality Score of 69/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of North Atlantic Smaller Companies Investment Trust PLC (NAS)?
North Atlantic Smaller Companies Investment Trust PLC reported trailing-twelve-month revenue of about £40.1M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of NAS?
The net profit margin of North Atlantic Smaller Companies Investment Trust PLC is about 73.1%, meaning it keeps roughly 73.1% of revenue as net income. Based on the latest reported figures.
Does North Atlantic Smaller Companies Investment Trust PLC pay a dividend?
North Atlantic Smaller Companies Investment Trust PLC currently shows a dividend yield of about 1.83% 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.