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Northern 3 VCT PLC (NTN) Fair Value & Analysis

Financial Services · GB · Market cap 144M GBX

N3 Northern 3 VCT PLC NTN · LSE
Price£0.8100
Fair Value£0.4500
Upside-44.4%
Quality30/100
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Weak Growth
Loss-making · -44.0% net margin
Low debt · negative free cash flow
5.56% dividend yield
Trails peers (4/12)
Narrow moat 39/100
Evidence: Low Range £0.2700 – £0.5900 Share as image

Fair value as of: Jul 14, 2026

From 2 valuation models · updated 27 days ago

Fair value updated Jul 14, 2026, revised from £0.6600 to £0.4500 (−31.8%) since Jun 26, 2026. Share price +4.3% over the past month.

Below-average quality, and screening another 44% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (£0.5900). The favourable scenario is already priced in.
  • Weak quality (30/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (£0.2700 to £0.5900) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

£0.8100 £0.6516 Fair Value £0.4500 Apr 2021 Aug 2026

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 £0.6516 – £0.8100 · fair‑value band £0.2700 – £0.5900 · the £0.8100 price screens above the £0.4500 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

Northern 3 VCT PLC (NTN) currently trades at £0.8100, while our model-based Fair Value estimate is £0.4500, implying the stock looks roughly 44.4% overvalued today. The Quality Score stands at 30/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, Northern 3 VCT PLC generated revenue of £10.5M at a net margin of 71.0%. Revenue grew 18.9% year over year. It earns a return on equity of 5.7%. The balance sheet holds a net cash position of £34.9M. Fundamentals as of Jul 14, 2026

Our scenario range runs from £0.2700 (bear case) to £0.5900 (bull case); at £0.8100, the current price sits above 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 -44%, NTN screens richer 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
P/B Multiple £0.4800 £0.6400 £0.8000 55
NCAV (Graham) £0.3800 £0.5100 £0.7500 50
All 2 models by family
Multiples
P/B Multiple £0.4800 £0.6400 £0.8000 55
Asset-Based
NCAV (Graham) £0.3800 £0.5100 £0.7500 50

Widest divergence: Multiples (£0.6400) versus Asset-Based (£0.5100). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 2.2M GBX
Revenue growth (YoY) +18.9%
Net margin -44.0%
Return on equity -0.7%
Free cash flow −1.3M GBX FY2026
P/E ratio 16.7
More key figures
Operating margin 186%
EPS (TTM) £-0.0100
Dividend yield 5.6%
EPS growth (YoY) +25.1%
Net cash 34.9M GBX FY2026

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 30/100

Of which business quality 34 · Market factors (momentum, volatility) 65

Profitability 6
Margins and returns on capital today
Quality Growth 6
Are margins and returns improving?
Cashflow 20
Earnings quality: real cash, not paper profit
Fin. Strength 95
Balance sheet, leverage, solvency risk
Investment 47
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 65
Distance to the 52-week high (market factor)
Net Issuance 20
Buybacks instead of dilution

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

Northern 3 VCT PLC is a venture capital trust specializing in direct and fund of funds investments. Within direct, the fund seeks to invest in middle market, later stage, mature and growth capital. Within fund of funds, it makes private equity fund investments. The fund invests in all sectors. It typically invests in the United Kingdom.

Full company description

Northern 3 VCT PLC is a venture capital trust specializing in direct and fund of funds investments. Within direct, the fund seeks to invest in middle market, later stage, mature and growth capital. Within fund of funds, it makes private equity fund investments. The fund invests in all sectors. It typically invests in the United Kingdom. The fund typically invests between £2 million ($3.11 million) and £10 million ($15.57 million) in companies with enterprise values between £10 million ($15.57 million) and £30 million ($46.77 million). It makes investments in quoted and unquoted smaller companies.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Northern 3 VCT PLC reported revenue of £2.2M in FY2026 versus £288K in FY2022, a compound +65.4%/yr. Reported net income was −£952K in FY2026.

Growth Quality 4/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2026)
£2.2M
Latest YoY
−71.2%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−43.6%
Avg. growth/yr (24Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.1%
Revenue +65.4%/yr
FY22 £288K
FY23 −£1.5M
FY24 £5.8M
FY25 £7.5M
FY26 £2.2M
Net income
FY22 −£119K
FY23 −£2.0M
FY24 £3.0M
FY25 £7.0M
FY26 −£952K

NTN screens 44% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Northern 3 VCT PLC Fair Value". https://www.fairvalue-calculator.com/stock/NTN

Peer Group

Asset Management · 971 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.

Quality Score 30 · Bottom 25%
Fair Value upside −44% · Below median
Return on assets -0% · Bottom 25%
Net margin (TTM) -44% · Bottom 25%
Operating margin (TTM) 186% · Top 25%
Revenue growth 19% · Above median
Dividend yield (TTM) 5.6% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 16.7× · Pricier than median
P/B 1.45× · Pricier than 75% of peers
P/S (TTM) 89.87× · Pricier than 75% of peers

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.

VALUE 0 · sector 37
FUTURE 95 · sector 6
PAST 0 · sector 26
HEALTH 100 · sector 95
DIVIDEND 100 · sector 69

VALUE 0: the price sits above our fair-value range.

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

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

Is Northern 3 VCT PLC (NTN) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of £0.4500 versus a price of £0.8100, about −44% (overvalued).
What is the fair value of NTN?
Our model-based fair value for Northern 3 VCT PLC is £0.4500 (as of Jul 14, 2026), built from audited fundamentals. The current price is £0.8100.
What is the quality score of NTN?
Northern 3 VCT PLC has a Quality Score of 30/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Northern 3 VCT PLC (NTN)?
Northern 3 VCT PLC reported trailing-twelve-month revenue of about £10.5M (latest available figure, as of Jul 14, 2026).
What is the net profit margin of NTN?
The net profit margin of Northern 3 VCT PLC is about 71.0%, meaning it keeps roughly 71.0% of revenue as net income. Based on the latest reported figures.
Does Northern 3 VCT PLC pay a dividend?
Northern 3 VCT PLC currently shows a dividend yield of about 5.39% relative to its recent price (as of Jul 14, 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.

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