Marwyn Value Investors Limited

LSE:MVI UK Asset Management
Market Cap
$911.46K
GBX7.49 Billion GBX
Market Cap Rank
#49833 Global
#1423 in UK
Share Price
GBX135.00
Change (1 day)
-0.37%
52-Week Range
GBX102.00 - GBX145.00
All Time High
GBX145.00
About

Marwyn Value Investors Limited specializes in investments in growth capital, buyout, industry consolidation, and acquisition-led growth strategies in small and mid-cap businesses. The fund also invests in consolidation opportunities in industry sectors that are undergoing structural or regulatory change, and is sector agnostic. It follows the buy-and-build strategy. It invests in companies based … Read more

Marwyn Value Investors Limited (MVI) - Net Assets

Latest net assets as of June 2025: GBX127.07 Million GBX

Based on the latest financial reports, Marwyn Value Investors Limited (MVI) has net assets worth GBX127.07 Million GBX as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX127.21 Million) and total liabilities (GBX141.81K). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets GBX127.07 Million
% of Total Assets 99.89%
Annual Growth Rate -0.31%
5-Year Change 17.71%
10-Year Change -39.42%
Growth Volatility 15.67

Marwyn Value Investors Limited - Net Assets Trend (2011–2024)

This chart illustrates how Marwyn Value Investors Limited's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Marwyn Value Investors Limited (2011–2024)

The table below shows the annual net assets of Marwyn Value Investors Limited from 2011 to 2024.

Year Net Assets Change
2024-12-31 GBX114.89 Million +13.48%
2023-12-31 GBX101.24 Million -1.03%
2022-12-31 GBX102.29 Million -2.83%
2021-12-31 GBX105.27 Million +7.86%
2020-12-31 GBX97.60 Million -7.06%
2019-12-31 GBX105.01 Million -28.63%
2018-12-31 GBX147.15 Million -12.13%
2017-12-31 GBX167.46 Million +0.16%
2016-12-31 GBX167.20 Million -11.83%
2015-12-31 GBX189.64 Million -0.23%
2014-12-31 GBX190.08 Million +24.39%
2013-12-31 GBX152.81 Million +34.29%
2012-12-31 GBX113.79 Million -4.91%
2011-12-31 GBX119.67 Million --

Equity Component Analysis

This analysis shows how different components contribute to Marwyn Value Investors Limited's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 4118483500.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings GBX41.18 Million 35.85%
Common Stock GBX88.00 0.00%
Other Comprehensive Income GBX12.52 Million 10.90%
Other Components GBX61.19 Million 53.26%
Total Equity GBX114.89 Million 100.00%

Marwyn Value Investors Limited Competitors by Market Cap

The table below lists competitors of Marwyn Value Investors Limited ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Marwyn Value Investors Limited's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 101,241,777 to 114,888,460, a change of 13,646,683 (13.5%).
  • Net income of 18,674,110 contributed positively to equity growth.
  • Dividend payments of 5,027,427 reduced retained earnings.
  • Other comprehensive income decreased equity by 12,754,682.
  • Other factors increased equity by 12,754,682.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income GBX18.67 Million +16.25%
Dividends Paid GBX5.03 Million -4.38%
Other Comprehensive Income GBX-12.75 Million -11.1%
Other Changes GBX12.75 Million +11.1%
Total Change GBX- 13.48%

Book Value vs Market Value Analysis

This analysis compares Marwyn Value Investors Limited's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 66.43x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 89.45x to 66.43x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2011-12-31 GBX1.51 GBX135.00 x
2012-12-31 GBX1.44 GBX135.00 x
2013-12-31 GBX1.93 GBX135.00 x
2014-12-31 GBX2.40 GBX135.00 x
2015-12-31 GBX2.39 GBX135.00 x
2016-12-31 GBX2.13 GBX135.00 x
2017-12-31 GBX2.12 GBX135.00 x
2018-12-31 GBX1.90 GBX135.00 x
2019-12-31 GBX1.44 GBX135.00 x
2020-12-31 GBX1.64 GBX135.00 x
2021-12-31 GBX1.85 GBX135.00 x
2022-12-31 GBX1.80 GBX135.00 x
2023-12-31 GBX1.78 GBX135.00 x
2024-12-31 GBX2.03 GBX135.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Marwyn Value Investors Limited utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 16.25%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 100.00%
  • • Asset Turnover: 0.16x
  • • Equity Multiplier: 1.00x
  • Recent ROE (16.25%) is above the historical average (1.93%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2011 7.12% 100.00% 0.07x 1.00x GBX-3.44 Million
2012 -5.16% 0.00% -0.05x 1.00x GBX-17.25 Million
2013 25.53% 100.00% 0.25x 1.00x GBX23.74 Million
2014 12.44% 100.00% 0.12x 1.00x GBX4.64 Million
2015 -14.90% 0.00% -0.15x 1.00x GBX-47.23 Million
2016 -7.68% 0.00% -0.10x 1.01x GBX-29.56 Million
2017 5.92% 170.01% 0.03x 1.01x GBX-6.83 Million
2018 -10.53% 0.00% -0.13x 1.00x GBX-30.21 Million
2019 -25.67% 0.00% -0.26x 1.00x GBX-37.46 Million
2020 -1.23% 0.00% -0.01x 1.00x GBX-10.96 Million
2021 18.14% 113.01% 0.16x 1.00x GBX8.57 Million
2022 2.00% 100.00% 0.02x 1.00x GBX-8.18 Million
2023 4.80% 99.93% 0.05x 1.00x GBX-5.26 Million
2024 16.25% 100.00% 0.16x 1.00x GBX7.19 Million

Industry Comparison

This section compares Marwyn Value Investors Limited's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $381,578,830
  • Average return on equity (ROE) among peers: 2.08%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Marwyn Value Investors Limited (MVI) GBX127.07 Million 7.12% 0.00x $157.51
3I Infrastructure PLC (3IN) $1.25 Billion 6.43% 0.14x $396.99K
450 PLC (450) $5.16 Million -13.53% 0.02x $1.71K
abrdn Asian Income Fund Limited (AAIF) $398.87 Million 2.19% 0.09x $340.47
Abrdn Asia Focus PLC (AAS) $109.83 Million -14.86% 0.05x $438.52
Albion Technology & General VCT PLC (AATG) $72.65 Million 5.77% 0.01x $73.82
Aberdeen Diversified Income and Growth Trust PLC (ADIG) $343.29 Million -4.87% 0.24x $16.84
Aquila Energy Efficiency Trust PLC (AEET) $97.38 Million -0.64% 0.00x $2.38K
Aquila European Renewables Income PLC (AERI) $316.90 Million -0.37% 0.13x $2.47K
Artemis UK Future Leaders plc (AFL) $111.28 Million 27.82% 0.00x $409.33
AVI Global Trust PLC (AGT) $1.11 Billion 12.82% 0.15x $2.81 Million