19 October 2026

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AVI Global Trust PLC (AGT)

Rank #11 of 280 - Financials - UK Equities

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AVI Global Trust PLC

AGT.L·Financials·Market Cap £990m

Rank #11 of 280

Quantitative Model · 280 Stocks Analysed

£2.54

-1.55% YTD

52W: £2.35 - £2.73

Factor Analysis Summary

Editorial assessment generated from AVI Global Trust PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, AVI Global Trust PLC (AGT.L) currently holds an overall rank of #11 out of 280 FTSE 100 constituents, reflecting its weighted composite score across liquidity, valuation, profitability, solvency, asset efficiency, market trading, and technical dimensions.

Key strengths include profitability (ROE 10.6%, net margin 83.4%), where it demonstrates strong profitability metrics, ranking in the top quartile for earnings quality and return on capital; valuation (P/E 20.8, dividend yield 1.9%), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; and solvency (debt/equity 0.1), where it demonstrates a sound financial footing with manageable debt levels and adequate interest coverage.

Areas requiring attention include asset efficiency, where poor capital efficiency suggests assets may be underutilised or overvalued on the balance sheet.

Within the Financials sector, AVI Global Trust PLC sits at composite rank #11, trailing the Financials peer average (rank 9). Among 7 Financials names in our coverage, it ranks above 2 peers and below 4.

With a composite rank in the top decile (better than 96% of the universe) and 2 factors in the top quartile, AVI Global Trust PLC presents a broadly attractive multi-factor profile, led by profitability and tempered only by asset efficiency.

Strongest Factors

Profitability — Rank 55/280 (top quartile)
Valuation — Rank 57/280 (top quartile)
Solvency — Rank 72/280 (above average)

Weakest Factors

Asset Efficiency — Rank 264/280 (below average)
Liquidity — Rank 108/280 (above average)

Score Analysis

AVI Global Trust PLC is ranked #11 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

104/280

Average Score

Liquidity

Good108/280

Valuation

Excellent57/280

Profitability

Excellent55/280

Solvency

Good72/280

Asset Efficiency

Weak264/280

Mkt Trading

Good90/280

Technical

Good79/280

1. Liquidity

Score: 108/280

How liquid is AGT and can it meet its short-term obligations?

0/6

liquidity criteria met

Metric

Sector Range

Value

Rank

–

Quick Ratio

N/A

Range: N/A

–

Current Ratio

N/A

11.93xRank 13/280

Range: N/ARank 13/280

–

TTM Operating Cash Flow

N/A

2.70xRank 26/280

Range: N/ARank 26/280

–

Liquidity Coverage Ratio

100-150

N/A

Range: 100-150

–

Intangible Asset Ratio

10 - 30

N/ARank 193/280

Range: 10 - 30Rank 193/280

–

Cash-to-Debt Ratio

N/A

0.45xRank 94/280

Range: N/ARank 94/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

11.93x

Sector: N/A

Overall Liquidity Rank

Rank within universe#108/280

Best (1)Worst (280)

2. Valuation

Score: 57/280

Is AGT undervalued compared to its peers and fair value metrics?

3/7

valuation criteria met

Metric

Sector Range

Value

Rank

–

FY27e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY26e P/E

8x - 18x

N/A

Range: 8x - 18x

–

FY27e Net Div Yld (%)

3.0 - 8.0

N/A

Range: 3.0 - 8.0

✓

Div Payout Ratio

30 - 55

33.56%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

9.0xRank 157/280

Range: N/ARank 157/280

✓

Current P/TBV

0.8x - 2.0x

0.95xRank 65/280

Range: 0.8x - 2.0xRank 65/280

✓

Current P/B

0.8x - 2.0x

0.95xRank 75/280

Range: 0.8x - 2.0xRank 75/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

20.8x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.95x

Current P/TBV

Tangible Book Value

0.95x

Current EV/EBITDA

Enterprise Value

9.0x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

AGT pays a dividend yield of 1.86%.

Current Yield

1.86%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 55/280

How profitable is AGT relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

83.4%Rank 52/280

Range: 15 - 30Rank 52/280

–

T12 FCF Margin

N/A

0.1%Rank 173/280

Range: N/ARank 173/280

–

FY27e RoE

10 - 16

N/A

Range: 10 - 16

–

FY26 EPS Growth

8 - 15

N/A

Range: 8 - 15

–

FY27e EPS Growth

6 - 12

N/A

Range: 6 - 12

–

NIM

1.5 - 3.2

N/A

Range: 1.5 - 3.2

–

Expense Ratio

50 - 65

N/A

Range: 50 - 65

TTM Profit Margin

83.4%

Current RoCE

10.6%

FY27e RoE

N/A

T12 FCF Margin

0.1%

4. Solvency

Score: 72/280

How strong is AGT's balance sheet and financial position?

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.14xRank 79/280

Range: 0.5x - 1.5xRank 79/280

–

Interest Coverage Ratio

N/A

Rank 70Rank 70/280

Range: N/ARank 70/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

10.55Rank 70/280

Range: N/ARank 70/280

–

Z-Score (Non Manufacturing)

N/A

Rank 78Rank 78/280

Range: N/ARank 78/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.14x

Net Leverage Ratio

N/A

Interest Coverage

Rank 70

T12 FCF Margin

0.1%

Altman Z-Score

10.55

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 264/280

How efficiently does AGT deploy its assets and intellectual capital?

0/5

asset efficiency criteria met

Metric

Sector Range

Value

Rank

–

Efficiency Ratio

50 - 70

N/A

Range: 50 - 70

–

TTM Asset Turnover Ratio

N/A

0.05xRank 252/280

Range: N/ARank 252/280

–

TTM CAPEX/Sales

1 - 3

N/A

Range: 1 - 3

–

Working Capital Turnover

N/A

0.65xRank 153/280

Range: N/ARank 153/280

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#264/280

Best (1)Worst (280)

6. Market Trading

Score: 90/280

How liquid and actively traded is AGT?

1/2

market trading criteria met

Metric

Sector Range

Value

Rank

–

Intraday Sentiment (%)

40 - 75

N/A

Range: 40 - 75

–

10D-Avg v/s 3M-Avg Vol

N/A

91%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

19.9Rank 141/280

Range: 012 - 45Rank 141/280

–

Parabolic SAR

N/A

259.65Rank 217/280

Range: N/ARank 217/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£989,528,811

Enterprise Value

£1,008,012,811

Trading Volume

7. Technical

Score: 79/280

What do the technical indicators say about AGT?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£2.73£2.35

-7.1%CMP: £2.54

N/A

-7.1%Rank 96/280

£2.73£2.35

-7.1%CMP: £2.54

Range: N/ARank 96/280

–

CMP v/s 52-WL

£2.73£2.35

+7.8%CMP: £2.54

N/A

7.8%Rank 41/280

£2.73£2.35

+7.8%CMP: £2.54

Range: N/ARank 41/280

–

RSI 14D

039.5 - Bearish100

N/A

39.5Rank 50/280

039.5 - Bearish100

Range: N/ARank 50/280

–

MA50 - MA200

£2.58+0.02£2.61

N/A

BullishRank 192/280

£2.58+0.02£2.61

Range: N/ARank 192/280

–

MACD Rank

Golden Cross

MACD: -0.34

N/A

-0.34

Golden Cross

MACD: -0.34

Range: N/A

RSI (14 Day)

39.5

Bearish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£2.61

200 SMA£2.58

SignalGolden Cross (Bullish)

MACD-0.34

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does AGT compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
AGT	#11	108	57	55	72	90	79
MUT.L	#3	128	38	24	56	27	8
RTW.L	#5	116	7	9	145	69	229
BPCR.L	#7	163	34	56	9	112	76
RCP.L	#9	179	26	22	59	13	2
TBCG.L	#14	29	55	38	257	129	18
MNTN.L	#15	221	44	74	3	203	262

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RTW.L

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Methodology Note

The analysis presented for AVI Global Trust PLC is produced using Strategyland's proprietary 7-factor quantitative model, which evaluates each stock across Liquidity, Valuation, Profitability, Solvency, Asset Efficiency, Market Trading, and Technical dimensions. Individual factor scores and the composite rank reflect relative rankings within the FTSE 100 universe — a lower rank number indicates stronger performance in that category.

Underlying financial and market data is sourced from LSEG (London Stock Exchange Group) and processed through our scoring engine. Scores are recalculated as new data becomes available and should be interpreted as a systematic screening output, not a forecast of future share price performance.

This content is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance and factor rankings are not indicative of future results. Please read our Risk Disclaimer before making any investment decisions.

Strategyland Research Center - strategyland.ukThis report is for informational purposes only. Not financial advice.