Smithson Investment Trust (SSON) Share Price, News & Analysis

Company Overview

Smithson aims to provide its shareholders with a similar investment experience to the Fundsmith Equity Fund, being a superior risk-adjusted return over the long term, but by investing in a group of global small and mid capitalisation listed companies with a market cap of £500m to £15bn, which we believe can compound in value over many years, if not decades, hence the name, Smithson. The fund is managed by Fundsmith LLP. The Smithson investment strategy is a simple three step process: 1. Buy good companies. This means businesses which can sustain a high return on operating capital employed, which generate substantial cash flow and which have growth potential. 2. Don’t overpay. We only invest in companies which we believe to be attractively valued. 3. Do nothing. After managing to buy good companies at reasonable prices (or better) we hope that we need take no further action. This will then facilitate the compounding of our investments over time. We have no bias toward any country and are simply looking for the best companies to invest in with a combination of high quality and reasonable value. We will not invest in significant parts of the market which we believe do not offer attractive investment opportunities; these include banks, real estate, sectors that require a lot of debt to augment otherwise meagre returns, cyclical sectors such as construction, oil companies and mining companies or industries which we deem too competitive to be able to sustain a long-term advantage such as automobiles and airlines. Applying the stringent criteria above results in an investable universe for Smithson of around 80 companies.

Key Stats

• Today's Range: 1,504 to 1,530
• 50-Day Range: 1,410 to 1,528
• 52-Week Range: 1,224 to 1,575.04
• Volume: 385,095 shs
• Average Volume: 395,869 shs
• Market Capitalization: £1.95 billion
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: N/A
• Consensus Rating: N/A

SSON Stock Analysis - Frequently Asked Questions

How have SSON shares performed this year?

Smithson Investment Trust's stock was trading at GBX 1,484 on January 1st, 2025. Since then, SSON stock has increased by 3.0% and is now trading at GBX 1,528.

How were Smithson Investment Trust's earnings last quarter?

Smithson Investment Trust PLC (LON:SSON) issued its quarterly earnings results on Thursday, March, 6th. The company reported $3.00 EPS for the quarter. Smithson Investment Trust had a net margin of 317.04% and a negative trailing twelve-month return on equity of 2.13%.

How do I buy shares of Smithson Investment Trust?

Shares of SSON stock and other U.K. stocks can be purchased through online brokerage accounts that support trading on the London Stock Exchange (LSX). Some U.K. companies can be purchased through major U.S. brokerages in the form of American Depository Receipts (ADRs), which are placeholder equities held in a trust by a bank that represent shares of a foreign stock.

What other stocks do shareholders of Smithson Investment Trust own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Smithson Investment Trust investors own include Meta Platforms (META), Bank of America (BAC), Snowflake (SNOW), CrowdStrike (CRWD), CocaCola (KO),

Company Calendar

• Last Earnings: 3/06/2025
• Record date for 5/2 Dividend: 4/03/2025
• Ex-Dividend for 5/2 Dividend: 4/03/2025
• Dividend Payable: 5/02/2025
• Today: 7/04/2025

Industry, Sector and Symbol

• Stock Exchange: LON
• Sector: Financial Services
• Industry: Asset Management
• Sub-Industry: N/A
• Current Symbol: LON:SSON
• CIK: N/A
• Web: www.smithson.co.uk
• Phone: 44 20 3551 6339
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): GBX (33.47)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -£42.74 million
• Net Margins: 317.04%
• Pretax Margin: N/A
• Return on Equity: -2.13%
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: -£13.48 million
• Price / Sales: -144.91
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: GBX 1,477.30 per share
• Price / Book: 1.03

Miscellaneous

• Outstanding Shares: 127,851,030
• Free Float: N/A
• Market Cap: £1.95 billion
• Optionable: Not Optionable
• Beta: N/A