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Tavistock Investments Plc (TAVI) fair value: what the stock is really worth

As of Nov 10, 2026: fair value (intrinsic value) of Tavistock Investments Plc stock £0.02, price £0.02, upside +2.6%, quality 46 out of 100. Rating: fairly valued. The value is an estimate: none of our valuation models currently carries, it draws on revenue and assets compared with similar companies. Updated daily.

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Financial Services GB · ISIN GB00BLNMLS43

TI Tavistock Investments Plc logo Thin data Nov 10, 2026

Tavistock Investments Plc

TAVI · LSE
Fairly valued, weak quality

The stock costs about what our calculation considers fair.

Low debt
Fair value £0.0154 · Fairly valued
Quality 46/100
6.7% dividend yield · Watch coverage
Mixed vs. peers (4/10)
Weak Growth (revenue 5y −4.2 %/yr in GBP)
Loss-making · -36.9% net margin (TTM)
Negative free cash flow
Narrow moat 15/100 · thin data
Thin data
Estimate
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26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

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Price vs Fair Value

£0.0940 £0.0150 Fair Value £0.0154 Jul 2021 Nov 2026

White line = price, green steps = our fair value per fiscal year. As of Nov 10, 2026.

How to read this chart

60‑month range £0.0150 – £0.0940 · fair‑value band £0.0147 – £0.0161 · the £0.0150 price screens below the £0.0154 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 10, 2026.

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Company profile

Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom. The company offers wealth and portfolio management services; and life insurance and critical illness policies to higher net worth private clients.

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It also provides financial advice on lifetime financial planning, investments, tax efficient investing, pension and retirement planning, estate and legacy planning, protection and insurance, bereavement notification, and will writing, as well as mortgages and property services.

In addition, the company offers employee benefits, such as flexible benefits, auto enrollment and corporate pensions, group risk, health and wellbeing, total reward, financial education, and individual financial planning.

Further, it operates Tavistock platform, a digital investment platform; and Platform Proposition. Tavistock Investments Plc was incorporated in 2004 and is based in Ascot, the United Kingdom.

Stock analysis

Tavistock Investments Plc (TAVI) currently trades at £0.0150, while our estimate is £0.0154, so the stock looks roughly fairly valued today (gap 2.5%).

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Valuation

None of our valuation models currently carries for this company, usually because of losses or heavy investment. The estimate draws on revenue and assets compared with similar companies and is less precise than a model-based fair value.

Scenario range: £0.0147 (bear) to £0.0161 (bull), the price of £0.0150 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 46/100 (below-average quality), in the Financial Services sector.

Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.

Tavistock Investments Plc reported revenue of £23.2M in FY2026 versus £34.0M in FY2022, a compound −9.1%/yr. Reported net income was −£8.6M in FY2026.

Key figures

Market cap £6.6M Micro · P/S ratio 0.30 · EPS (TTM) £−0.0200 · Dividend yield 6.7% · Net margin −36.9% · Return on equity −24.6% · Return on assets (EBIT) 10.1% (5-year average) · Operating margin −30.1%.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 15 out of 100 (low confidence).

What moves the price

The share trades about 65% below its 52-week high and at its 52-week low, currently below its 200-day average.

For context, the median of 10 Financial Services peers we cover trades at −16% fair-value upside, at 3%, TAVI screens cheaper than that median.

Fair Value

Bear £0.0147 Fair Value £0.0154 Bull £0.0161
Price £0.0150 · Upside +2.6%
Estimate. None of our valuation models currently carries for this company, usually because of losses or heavy investment. The estimate draws on revenue and assets compared with similar companies and is less precise than a model-based fair value.

Quality Score breakdown

Overall quality 46/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 12
How much profit the company makes from its sales and capital
Quality Growth 3
Are margins and returns getting better?
Cashflow 3
Do the profits arrive as real cash?
Financial strength 88
Debt, balance sheet and risk of trouble
Investment 100
Does it invest with discipline instead of growing at any price?
Low Volatility 67
How calm the share price moves, does not count
Price momentum 0
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 0
Distance to the 52-week high, does not count
New shares 100
Buys back shares or issues new ones?

Open the full quality analysis →

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 0/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−29.0%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−12.0%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
−4.2%
Start year 2021 (pandemic). Over 10 years: −2.5% a year
Revenue growth 20 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+10.6%
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
5.1% (2021) → −34.8% (2026)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2026 is a loss year, no rate is defined from a loss
not computed

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Peer Groupⓘ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.Capital Markets · 455 stocks

Beats the industry median on 4/9 measures
A mixed picture versus its industry peers.
Valuation
Quality Score 46 · Below median
Fair Value upside +2.7% · Above median
Profitability
Return on assets −19.6% · Bottom 25%
Net margin (12 months) −36.9% · Bottom 25%
Operating margin (12 months) −30.1% · Bottom 25%
Growth and dividend
Revenue growth (quarter YoY) −7.1% · Below median
Dividend yield (12 months) 6.7% · Top 25%
Balance sheet
Debt / equity 0.10× · Below median

Valuation Multiplesvs Capital Markets median · lower = cheaper

P/B 0.22× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (12 months) 0.29× · Cheapest 25%

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)37 · sector 32
FUTURE (revenue growth)0 · sector 58
PAST (return on equity)0 · sector 31
HEALTH (low debt)95 · sector 94
DIVIDEND (yield)100 · sector 46

Context: sector, industry, market

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

Similar stocks

10 more Capital Markets stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Morgan Stanley MS $187.56 $260.72 +39% vs TAVI
The Charles Schwab Corporation SCHW $93.03 $117.60 +26% vs TAVI
Guotai Haitong Securities Co 601211 ¥16.21 ¥18.02 +11% vs TAVI
Nomura Holdings NMR $9.51 $10.17 +7% vs TAVI
The Goldman Sachs Group GS $910.19 $766.86 −16% vs TAVI
CITIC Securities Company 600030 ¥25.53 ¥20.42 −20% vs TAVI
Robinhood Markets, Inc HOOD $81.33 $47.60 −41% vs TAVI
Macquarie Group MQG A$249.23 A$123.84 −50% vs TAVI
East Money Information Co 300059 ¥18.78 ¥6.72 −64% vs TAVI
Interactive Brokers Group IBKR $77.59 $17.48 −77% vs TAVI

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Tavistock Investments Plc: fair value per Fair Value Calculator

Cite: Fair Value Calculator (2026). "Tavistock Investments Plc Fair Value". https://www.fairvalue-calculator.com/stock/TAVI

Frequently asked questions

Is Tavistock Investments Plc (TAVI) overvalued or undervalued?
As of Nov 10, 2026, our estimate of fair value is £0.0154 versus a price of £0.0150, about +3% upside (fairly valued).
What is the fair value of TAVI?
Our estimate for Tavistock Investments Plc is £0.0154 (as of Nov 10, 2026), built from audited fundamentals. The current price: £0.0150.
What is the quality score of TAVI?
Tavistock Investments Plc has a Quality Score of 46/100. 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 price target for Tavistock Investments Plc (TAVI)?
Our calculated price target is the estimate of £0.0154 (as of Nov 10, 2026). Cautious scenario £0.0147, optimistic scenario £0.0161. It is an estimate from revenue and assets compared with similar companies, because none of our valuation models currently carries, not an analyst target.
What is the Tavistock Investments Plc stock forecast for 2026?
Our estimate puts fair value at £0.0154, about +3% upside versus a price of £0.0150 (fairly valued). Cautious scenario £0.0147, optimistic scenario £0.0161. The calculation is refreshed regularly with new filings.
What is the revenue of Tavistock Investments Plc (TAVI)?
Tavistock Investments Plc reported trailing-twelve-month revenue of about £23.2M (latest available figure, as of Nov 10, 2026).
Does Tavistock Investments Plc pay a dividend?
Tavistock Investments Plc currently shows a dividend yield of 6.67% relative to its recent price (as of Nov 10, 2026).
How much is the dividend of Tavistock Investments Plc (TAVI) and when is the ex-dividend date?
Tavistock Investments Plc pays a dividend of £0.001 per share a year, a dividend yield of 6.7%. The last ex-dividend date was Jan 2, 2026. Our assessment: Watch coverage. The dividend isn’t fully covered by free cash flow or earnings, part of it is funded from reserves or debt. Fine for now, but worth watching: if it stays uncovered, the dividend could be cut.
What is the intrinsic value of Tavistock Investments Plc (TAVI)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Tavistock Investments Plc it is £0.0154 per share (as of Nov 10, 2026), against a price of £0.0150.
Is Tavistock Investments Plc stock overvalued or undervalued in 2026?
As of Nov 10, 2026, TAVI trades below its calculated fair value: price £0.0150, fair value £0.0154, a gap of about +3% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of TAVI?
No. The price is what the market pays today (£0.0150); the fair value is what the company's own numbers justify (£0.0154). For Tavistock Investments Plc the two are £0.0004 per share apart. That gap is exactly why we show both numbers side by side.
How much is Tavistock Investments Plc worth?
The market values Tavistock Investments Plc at about £6.6M (market capitalisation, as of Nov 10, 2026). Per share that is £0.0150; our models calculate a fair value of £0.0154 per share.
What do the bullish and bearish scenarios say about TAVI?
Our models span a range for Tavistock Investments Plc: cautious scenario £0.0147, base £0.0154, optimistic £0.0161 per share (as of Nov 10, 2026, price £0.0150). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Tavistock Investments Plc (TAVI)?
Balance-sheet figures for Tavistock Investments Plc (as of Nov 10, 2026): return on equity −24.6%, debt of 0.10 per unit of equity. They feed the Quality Score of 46/100, which measures business quality independently of the share price.
How far is TAVI from its 52-week high?
Tavistock Investments Plc trades at £0.0150, about 65% below its 52-week high of £0.0425 and at the low of £0.0150 (as of Nov 10, 2026). Distance from the high says nothing about value: that is what the fair value of £0.0154 is for.
Which stocks are comparable to Tavistock Investments Plc?
From the same area (Financial Services) we also value Morgan Stanley, The Goldman Sachs Group, The Charles Schwab Corporation, Interactive Brokers Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Tavistock Investments Plc stock attractive at the current price?
The data as of Nov 10, 2026: price £0.0150, calculated fair value £0.0154 (+3%), Quality Score 46/100. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
Is it still worth investing in stocks now?
The global stock market currently sits 15.1% above its aggregate fair value. Tavistock Investments Plc currently trades 3% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Tavistock Investments Plc (TAVI)?
The closing price on Nov 10, 2026 was £0.0150. Our estimate is £0.0154, about +3% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Tavistock Investments Plc right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. The models converge in a tight band (£0.0147 to £0.0161), unusually little disagreement for a valuation. Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual. For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Key figures of Tavistock Investments Plc

How large is the market capitalisation of Tavistock Investments Plc (TAVI)?
The market capitalisation of Tavistock Investments Plc is £6.6M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Tavistock Investments Plc (TAVI)?
The price-to-sales ratio of Tavistock Investments Plc is 0.30 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Tavistock Investments Plc (TAVI)?
Earnings per share at Tavistock Investments Plc are £−0.0200. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Tavistock Investments Plc (TAVI)?
The dividend yield of Tavistock Investments Plc is 6.7%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Tavistock Investments Plc (TAVI)?
The net margin of Tavistock Investments Plc is −36.9% (fiscal year 2026). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Tavistock Investments Plc (TAVI)?
The return on equity (ROE) of Tavistock Investments Plc is −24.6% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Tavistock Investments Plc (TAVI)?
On an EBIT basis the return on assets of Tavistock Investments Plc is 10.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Tavistock Investments Plc (TAVI)?
The operating margin of Tavistock Investments Plc is −30.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Tavistock Investments Plc (TAVI)?
Revenue at Tavistock Investments Plc is growing −7.1% versus a year earlier (3y avg −12.0%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much free cash flow does Tavistock Investments Plc (TAVI) generate?
The free cash flow of Tavistock Investments Plc is −£5.4M (fiscal year 2026). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net cash does Tavistock Investments Plc (TAVI) hold?
Tavistock Investments Plc holds more cash than debt, £3.5M net (fiscal year 2026). The company holds more cash than debt, a safety cushion.
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