Tavistock Investments Plc Net Assets
Tavistock Investments Plc net assets. Based on the latest financial reports, Tavistock Investments Plc (TAVI) has net assets worth GBX30.38 Million GBX (≈ $3.70K USD) as of March 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX43.64 Million ≈ $5.31K USD) and total liabilities (GBX13.26 Million ≈ $1.61K USD). 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. Also explore net asset growth rate of Tavistock Investments Plc to track the company's year-over-year net asset growth rate.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | GBX30.38 Million |
| % of Total Assets | 69.62% |
| Annual Growth Rate | N/A |
| 5-Year Change | -30.13% |
| 10-Year Change | 67.09% |
| Growth Volatility | 1150.56 |
Net Assets of Tavistock Investments Plc (2003–2026)
Net assets of Tavistock Investments Plc from 2003 to 2026. This chart illustrates how Tavistock Investments Plc's net assets have evolved over time, based on quarterly financial data. See Tavistock Investments Plc net asset quality index to measure how much of total assets are equity-financed.
Annual Net Assets for Tavistock Investments Plc (2003–2026)
The table below shows the annual net assets of Tavistock Investments Plc from 2003 to 2026. For live market cap and overall valuation, see TAVI company net worth.
| Year | Net Assets | Change |
|---|---|---|
| 2026-03-31 | GBX30.38 Million ≈ $3.70K |
-22.58% |
| 2025-03-31 | GBX39.24 Million ≈ $4.77K |
-2.99% |
| 2024-03-31 | GBX40.45 Million ≈ $4.92K |
-3.17% |
| 2023-03-31 | GBX41.77 Million ≈ $5.08K |
-3.92% |
| 2022-03-31 | GBX43.48 Million ≈ $5.29K |
+176.34% |
| 2021-03-31 | GBX15.73 Million ≈ $1.91K |
+2.14% |
| 2020-03-31 | GBX15.40 Million ≈ $1.87K |
-22.96% |
| 2019-03-31 | GBX20.00 Million ≈ $2.43K |
+6.99% |
| 2018-03-31 | GBX18.69 Million ≈ $2.27K |
+2.80% |
| 2017-03-31 | GBX18.18 Million ≈ $2.21K |
+104.33% |
| 2016-03-31 | GBX8.90 Million ≈ $1.08K |
-22.11% |
| 2015-03-31 | GBX11.42 Million ≈ $1.39K |
+4700.00% |
| 2013-12-31 | GBX238.00K ≈ $28.96 |
-30.41% |
| 2012-12-31 | GBX342.00K ≈ $41.61 |
-80.96% |
| 2011-12-31 | GBX1.80 Million ≈ $218.52 |
+42.99% |
| 2010-12-31 | GBX1.26 Million ≈ $152.82 |
-12.35% |
| 2010-03-31 | GBX1.43 Million ≈ $174.35 |
+2885.42% |
| 2009-03-31 | GBX48.00K ≈ $5.84 |
-93.85% |
| 2008-03-31 | GBX780.00K ≈ $94.90 |
+24.40% |
| 2007-03-31 | GBX627.00K ≈ $76.29 |
-77.45% |
| 2006-03-31 | GBX2.78 Million ≈ $338.25 |
-59.18% |
| 2005-03-31 | GBX6.81 Million ≈ $828.58 |
+5775.00% |
| 2003-12-31 | GBX-120.00K ≈ $-14.60 |
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Equity Component Analysis
This analysis shows how different components contribute to Tavistock Investments Plc'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 2835200000.0% over the analyzed period, indicating profitable operations and earnings retention.
Tavistock Investments Plc Net Assets Breakdown (March 2026)
Tavistock Investments Plc net assets breakdown by equity component as of March 2026.
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | GBX28.21 Million | 92.87% |
| Common Stock | GBX5.60 Million | 18.44% |
| Other Comprehensive Income | GBX534.00K | 1.76% |
| Total Equity | GBX30.38 Million | 100.00% |
Tavistock Investments Plc Competitors by Market Cap
The table below lists competitors of Tavistock Investments Plc ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Sentia Asa
OL:SNTIA
|
$85.91K |
|
VOLATUS CAPITAL CORP.
F:VOY0
|
$86.00K |
|
RC365 Holding PLC
LSE:RCGH
|
$86.93K |
|
Mobilityone Ltd
LSE:MBO
|
$87.30K |
|
REFLEX ADVANCED MAT.
F:HF2
|
$85.83K |
|
Directa Plus PLC
LSE:DCTA
|
$85.76K |
|
Guinness VCT PLC
LSE:GVCT
|
$85.34K |
|
INSURAGUEST TECHN. INC.
F:4JG
|
$85.27K |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Tavistock Investments Plc's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2025 to 2026, total equity changed from 39,240,000 to 30,378,000, a change of -8,862,000 (-22.6%).
- Net loss of 8,552,000 reduced equity.
- Dividend payments of 441,000 reduced retained earnings.
Equity Change Factors (2025 to 2026)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | GBX-8.55 Million | -28.15% |
| Dividends Paid | GBX441.00K | -1.45% |
| Other Changes | GBX131.00K | +0.43% |
| Total Change | GBX- | -22.58% |
Book Value vs Market Value Analysis
This analysis compares Tavistock Investments Plc'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: 23.22x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2003-12-31 | GBX-1.22 | GBX1.60 | x |
| 2005-03-31 | GBX48.77 | GBX1.60 | x |
| 2006-03-31 | GBX13.79 | GBX1.60 | x |
| 2007-03-31 | GBX2.58 | GBX1.60 | x |
| 2008-03-31 | GBX2.02 | GBX1.60 | x |
| 2009-03-31 | GBX0.05 | GBX1.60 | x |
| 2010-03-31 | GBX0.57 | GBX1.60 | x |
| 2011-12-31 | GBX0.40 | GBX1.60 | x |
| 2012-12-31 | GBX0.07 | GBX1.60 | x |
| 2013-12-31 | GBX0.03 | GBX1.60 | x |
| 2016-03-31 | GBX0.03 | GBX1.60 | x |
| 2017-03-31 | GBX0.04 | GBX1.60 | x |
| 2018-03-31 | GBX0.03 | GBX1.60 | x |
| 2019-03-31 | GBX0.04 | GBX1.60 | x |
| 2020-03-31 | GBX0.03 | GBX1.60 | x |
| 2021-03-31 | GBX0.03 | GBX1.60 | x |
| 2022-03-31 | GBX0.07 | GBX1.60 | x |
| 2023-03-31 | GBX0.08 | GBX1.60 | x |
| 2024-03-31 | GBX0.07 | GBX1.60 | x |
| 2025-03-31 | GBX0.06 | GBX1.60 | x |
| 2026-03-31 | GBX0.07 | GBX1.60 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Tavistock Investments Plc 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): -28.15%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: -36.91%
- • Asset Turnover: 0.53x
- • Equity Multiplier: 1.44x
- Recent ROE (-28.15%) is above the historical average (-250.17%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2003 | 0.00% | 0.00% | 0.00x | 0.00x | GBX-86.00K |
| 2005 | -51.42% | 0.00% | 0.00x | 1.06x | GBX-4.18 Million |
| 2006 | -189.86% | -169.71% | 0.93x | 1.20x | GBX-5.56 Million |
| 2007 | -525.04% | -1605.85% | 0.17x | 1.88x | GBX-3.35 Million |
| 2008 | -126.15% | -382.88% | 0.24x | 1.39x | GBX-1.06 Million |
| 2009 | -3512.50% | -5620.00% | 0.05x | 11.58x | GBX-1.69 Million |
| 2010 | -106.35% | -413.01% | 0.21x | 1.24x | GBX-1.67 Million |
| 2011 | -65.65% | -160.63% | 0.33x | 1.24x | GBX-1.36 Million |
| 2012 | -450.58% | -274.20% | 0.71x | 2.32x | GBX-1.58 Million |
| 2013 | -216.81% | -293.18% | 0.48x | 1.54x | GBX-539.80K |
| 2016 | -27.16% | -8.10% | 1.55x | 2.17x | GBX-3.31 Million |
| 2017 | -3.17% | -1.58% | 1.35x | 1.49x | GBX-2.39 Million |
| 2018 | 1.47% | 0.95% | 1.11x | 1.39x | GBX-1.59 Million |
| 2019 | -0.61% | -0.45% | 0.94x | 1.45x | GBX-2.12 Million |
| 2020 | -35.48% | -18.97% | 1.14x | 1.64x | GBX-7.01 Million |
| 2021 | 5.03% | 2.76% | 1.08x | 1.68x | GBX-781.30K |
| 2022 | 68.18% | 87.17% | 0.56x | 1.39x | GBX25.29 Million |
| 2023 | -3.34% | -4.11% | 0.56x | 1.45x | GBX-5.57 Million |
| 2024 | -3.15% | -3.23% | 0.72x | 1.36x | GBX-5.32 Million |
| 2025 | 17.07% | 20.53% | 0.60x | 1.38x | GBX2.77 Million |
| 2026 | -28.15% | -36.91% | 0.53x | 1.44x | GBX-11.59 Million |
Industry Comparison
This section compares Tavistock Investments Plc's net assets metrics with peer companies in the Capital Markets industry.
Industry Context
- Industry: Capital Markets
- Average net assets among peers: $479,972,784
- Average return on equity (ROE) among peers: 20.17%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Tavistock Investments Plc (TAVI) | GBX30.38 Million | 0.00% | 0.44x | $85.84K |
| ADVFN Plc (AFN) | $2.08 Million | 18.87% | 1.12x | $39.42K |
| Argentex Group PLC (AGFX) | $7.70 Million | 80.19% | 2.91x | $39.86K |
| Alpha Group International plc (ALPH) | $57.57 Million | 17.82% | 1.34x | $21.92 Million |
| Argo Blockchain PLC (ARB) | $27.19 Million | -4.19% | 0.19x | $70.15K |
| finnCap Group PLC (CAV) | $33.06 Million | 19.69% | 1.01x | $269.60K |
| CMC Markets PLC (CMCX) | $103.50 Million | 0.00% | 1.60x | $23.07 Million |
| Fiske PLC (FKE) | $11.45 Million | 11.79% | 0.38x | $89.96K |
| Frp Advisory Group Plc (FRP) | $77.90 Million | 28.24% | 0.67x | $3.95 Million |
| IG Group Holdings PLC (IGG) | $474.63 Million | 21.34% | 0.33x | $39.29 Million |
| Investec plc (INVR) | $4.00 Billion | 7.93% | 11.74x | $79.25 Million |
About Tavistock Investments Plc
Tavistock Investments Plc, together with its subsidiaries, provides financial advisory and investment management services in the United Kingdom. It operates through two segments: Investment Management and Advisory Business. 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 a… Read more