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

As of Sep 24, 2026: fair value of Tavistock Investments Plc £0.02, price £0.02, upside -6.1%, quality 53 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.

  1. Fair value above price? No
  2. Good quality? Yes
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Financial Services · GB · ISIN GB00BLNMLS43

TI Thin data Sep 23, 2026

Tavistock Investments Plc

TAVI · LSE

NeutralThe stock looks roughly fairly valued with average quality.

·Fair value £0.0230 · Fairly valued (−6%)
!Quality 53/100
!Mixed Growth (revenue 5y +2.5 %/yr)
✓Highly profitable · 24.3% net margin (TTM)
!Low debt · negative free cash flow
·4.08% dividend yield
✓Ranks above peers (9/13)
!Moderate moat 47/100
!Evidence only low, so the estimate is less certain
!Weak on valuation: 25 out of 100
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What runs behind every stock

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

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

£0.0940 £0.0205 Fair Value £0.0230 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.

How to read this chart

60‑month range £0.0205 – £0.0940 · fair‑value band £0.0216 – £0.0304 · the £0.0245 price screens above the £0.0230 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 23, 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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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. 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 £0.0245, while our model-based Fair Value estimate is £0.0230, implying the stock looks roughly 6.5% fairly valued today.

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Valuation

Bull case: the Economic Profit group reads highest at a median of £0.1400 per share, and 7 of the 9 models we run sit above the £0.0245 price.

Bear case: the Dividend Discount group reads lowest at £0.0100, and 2 of the 9 models stay below the price. Evidence for this calculation is low.

Scenario range: £0.0216 (bear) to £0.0304 (bull), the price of £0.0245 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 53/100 (solid quality), in the Financial Services sector.

Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.

Tavistock Investments Plc reported revenue of 32.6M GBX in FY2025 versus 28.7M GBX in FY2021, a compound +3.2%/yr. Reported net income was 6.7M GBX in FY2025, compounding +70.5%/yr from FY2021.

Key figures

Market cap 15.5M GBX · P/E ratio 2.5 · P/S ratio 0.50 · EPS (TTM) £0.0100 · Dividend yield 4.1% · Net margin 20.5% · Return on equity 14.7% · Return on assets (EBIT) 14.9%.

Competitive moat

Our AI-assisted moat analysis scores the competitive advantage at 47 out of 100 (low confidence).

What moves the price

The share trades about 51% 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 −20% fair-value upside, at −6%, TAVI screens cheaper than that median.

Fair Value models

Bear £0.0216 Fair Value £0.0230 Bull £0.0304
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then (£0.0090 per share) are deliberately not added. 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 ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Highest evidence
Owner Earnings £0.3700 £0.8100 £1.70 68
Gordon GGM £0.0100 £0.0200 £0.0200 67
DDM Multi-Stage £0.0100 £0.0100 £0.0200 63
All 9 models by family
DCF Models
Owner Earnings £0.3700 £0.8100 £1.70 68
Earnings-Based
Graham-Dodd £0.1000 £0.7200 £1.01 61
Lynch FV £0.3700 £0.5300 £0.6900 59
Dividend Discount
Gordon GGM £0.0100 £0.0200 £0.0200 67
DDM Multi-Stage £0.0100 £0.0100 £0.0200 63
Multiples
P/E Multiple £0.1500 £0.2000 £0.2500 63
P/B Multiple £0.0900 £0.1200 £0.1600 55
Asset-Based
NCAV (Graham) £0.0400 £0.0600 £0.0900 53
Economic Profit
Residual Income £0.1000 £0.1400 £0.5600 61

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Quality Score breakdown

Overall quality 53/100

Of which business quality 50 · Market factors (momentum, volatility) 26

Profitability 61
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 86
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 70
Calm price path (market factor)
Momentum 11
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 33
Share count: buybacks or dilution?

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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. 27/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
−17.4%
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.
−1.4%
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.
+2.5%
Start year 2020 (pandemic)
Revenue growth 19 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.
+13.2%
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
+56.1%
Earnings growth per share plus dividend.
Earnings per share, growth per year+52.0%
Dividend (yield on the price)4.1%
Profit margin 2019 to 2024 ⓘ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.1% → −1%

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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 · 460 stocks

Beats the industry median on 9/13 measures
Overall it ranks above its industry peers.
Valuation
Quality Score 52 · Below median
Fair Value upside −6% · Below median
Profitability
Return on equity (TTM) 15% · Above median
Return on assets 2% · Above median
Net margin (TTM) 24% · Above median
Operating margin (TTM) −10% · Bottom 25%
Growth and dividend
Revenue growth −44% · Bottom 25%
Dividend yield (TTM) 4.1% · Above median
Balance sheet
Debt / equity 0.06× · Below median

Valuation Multiplesvs Capital Markets median · lower = cheaper

P/E (TTM) 2.5× · Cheapest 25%
P/B 0.52× · Cheapest 25%
P/S (TTM) 0.85× · Cheapest 25%
EV/EBITDA 6.5× · Cheaper than median

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)25 · sector 27
FUTURE (revenue growth)0 · sector 85
PAST (return on equity)59 · sector 30
HEALTH (low debt)97 · sector 95
DIVIDEND (yield)82 · sector 41

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
The Goldman Sachs Group GS $949.49 $756.89 −20%
Morgan Stanley, a financial holding company, MS $196.32 $314.07 +60%
The Charles Schwab Corporation SCHW $99.50 $117.26 +18%
Interactive Brokers Group IBKR $91.88 $23.37 −75%
Robinhood Markets, Inc HOOD $122.70 $47.73 −61%
Macquarie Group MQG A$242.55 A$80.51 −67%
CITIC Securities Company 600030 ¥26.79 ¥18.35 −32%
Guotai Haitong Securities Co 601211 ¥17.67 ¥19.29 +9%
East Money Information Co 300059 ¥18.77 ¥4.94 −74%
CSC Financial Co 601066 ¥23.67 ¥39.83 +68%

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Tavistock Investments Plc · Fair Value
£0.0230 −7%Fair Value
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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 Sep 23, 2026, our model estimates a fair value of £0.0230 versus a price of £0.0245, about −6% upside (fairly valued).
What is the fair value of TAVI?
Our model-based fair value for Tavistock Investments Plc is £0.0230 (as of Sep 23, 2026), built from audited fundamentals. The current price: £0.0245.
What is the quality score of TAVI?
Tavistock Investments Plc has a Quality Score of 53/100. 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 model-based price target is the fair value of £0.0230 (as of Sep 23, 2026) from 9 valuation models. Cautious scenario £0.0216, optimistic scenario £0.0304. It is a calculation from audited fundamentals, not an analyst target.
What is the Tavistock Investments Plc stock forecast for 2026?
Our models put fair value at £0.0230, about −6% upside versus a price of £0.0245 (fairly valued). Cautious scenario £0.0216, optimistic scenario £0.0304. 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 £24.1M (latest available figure, as of Sep 23, 2026).
Does Tavistock Investments Plc pay a dividend?
Tavistock Investments Plc currently shows a dividend yield of about 4.08% relative to its recent price (as of Sep 23, 2026).
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 £0.0230 per share (as of Sep 23, 2026), against a price of £0.0245. It is the blended result of 9 valuation models (cash flow, earnings, asset, dividend).
Is Tavistock Investments Plc stock overvalued or undervalued in 2026?
As of Sep 23, 2026, TAVI trades above its calculated fair value: price £0.0245, fair value £0.0230, a gap of about −6% (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 (£0.0245); the fair value is what the company's own numbers justify (£0.0230). For Tavistock Investments Plc the two are £0.0015 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 15.5M GBX (market capitalisation, as of Sep 23, 2026). Per share that is £0.0245; our models calculate a fair value of £0.0230 per share.
What do the bullish and bearish scenarios say about TAVI?
Our models span a range for Tavistock Investments Plc: cautious scenario £0.0216, base £0.0230, optimistic £0.0304 per share (as of Sep 23, 2026, price £0.0245). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of TAVI?
Tavistock Investments Plc trades at a price-to-earnings ratio of 2.5 (as of Sep 23, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of £0.0230 is built from several models across several years. Other multiples: P/B 0.5, P/S 0.9, EV/EBITDA 6.5.
How solid is the balance sheet of Tavistock Investments Plc (TAVI)?
Balance-sheet figures for Tavistock Investments Plc (as of Sep 23, 2026): return on equity 14.7%, debt of 0.06 per unit of equity. They feed the Quality Score of 53/100, which measures business quality independently of the share price.
How far is TAVI from its 52-week high?
Tavistock Investments Plc trades at £0.0245, about 51% below its 52-week high of £0.0503 and at the low of £0.0245 (as of Sep 24, 2026). Distance from the high says nothing about value: that is what the fair value of £0.0230 is for.
Which stocks are comparable to Tavistock Investments Plc?
From the same area (Financial Services) we also value The Goldman Sachs Group, Morgan Stanley, a financial holding company,, 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 Sep 23, 2026: price £0.0245, calculated fair value £0.0230 (−6%), Quality Score 53/100, from 9 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of TAVI calculated?
We run Tavistock Investments Plc through 9 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of £0.0230, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Tavistock Investments Plc itself currently trades above fair value. 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 Sep 24, 2026 was £0.0245. Our model-based fair value is £0.0230, about −6% 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. 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 15.5M GBX. 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 0.50 (P/E × margin). 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 £0.0100 (price ÷ EPS = P/E 2.5). 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 4.1% (payout 10.0%). 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 20.5% (fiscal year 2025). 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 14.7% (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 14.9% (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 −9.6% (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 −43.5% versus a year earlier (3y avg −1.4%). 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 −5.8M GBX (fiscal year 2025). 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, 1.6M GBX net (fiscal year 2025). The company holds more cash than debt, a safety cushion.
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