19 October 2026

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Edinburgh Worldwide Investment Trust PLC (EWI)

Rank #234 of 280 - Financials - UK Equities

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Edinburgh Worldwide Investment Trust PLC

EWI.L·Financials·Market Cap £970m

Rank #234 of 280

Quantitative Model · 280 Stocks Analysed

£2.81

+31.69% YTD

52W: £1.94 - £2.94

Factor Analysis Summary

Editorial assessment generated from Edinburgh Worldwide Investment Trust PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, Edinburgh Worldwide Investment Trust PLC (EWI.L) currently holds an overall rank of #234 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 valuation (P/E 3.8), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; solvency (debt/equity 0.1), where it demonstrates a robust solvency position with conservative leverage and strong balance sheet coverage; and profitability (ROE 25.2%, net margin 95.4%), where it demonstrates strong profitability metrics, ranking in the top quartile for earnings quality and return on capital.

Areas requiring attention include liquidity, where thin trading volumes could increase transaction costs and slippage, as well as market trading, where market trading signals are inconclusive and add little to the investment case.

Within the Financials sector, Edinburgh Worldwide Investment Trust PLC sits at composite rank #234, trailing the Financials peer average (rank 8). It ranks behind all 6 tracked Financials peers in our model.

Despite its mid-table composite rank of #234, Edinburgh Worldwide Investment Trust PLC shows selective strength — notably in valuation and solvency — suggesting a stock with identifiable merits alongside clear areas for improvement.

Strongest Factors

Valuation — Rank 13/280 (top quartile)
Solvency — Rank 54/280 (top quartile)
Profitability — Rank 58/280 (top quartile)

Weakest Factors

Liquidity — Rank 263/280 (below average)
Market Trading — Rank 143/280 (middle of the pack)

Score Analysis

Edinburgh Worldwide Investment Trust PLC is ranked #234 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

107/280

Average Score

Liquidity

Weak263/280

Valuation

Excellent13/280

Profitability

Excellent58/280

Solvency

Excellent54/280

Asset Efficiency

Good108/280

Mkt Trading

Fair143/280

Technical

Good108/280

1. Liquidity

Score: 263/280

How liquid is EWI 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

0.74xRank 199/280

Range: N/ARank 199/280

–

TTM Operating Cash Flow

N/A

-0.14xRank 229/280

Range: N/ARank 229/280

–

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

0.76xRank 63/280

Range: N/ARank 63/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

0.74x

Sector: N/A

Overall Liquidity Rank

Rank within universe#263/280

Best (1)Worst (280)

2. Valuation

Score: 13/280

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

2/7

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

N/ARank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

4.0xRank 36/280

Range: N/ARank 36/280

✓

Current P/TBV

0.8x - 2.0x

0.93xRank 58/280

Range: 0.8x - 2.0xRank 58/280

✓

Current P/B

0.8x - 2.0x

0.93xRank 67/280

Range: 0.8x - 2.0xRank 67/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

3.8x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.93x

Current P/TBV

Tangible Book Value

0.93x

Current EV/EBITDA

Enterprise Value

4.0x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

EWI does not currently pay a significant dividend.

—

No dividend data available for this stock.

3. Profitability

Score: 58/280

How profitable is EWI relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

95.4%Rank 25/280

Range: 15 - 30Rank 25/280

–

T12 FCF Margin

N/A

-0.0%Rank 211/280

Range: N/ARank 211/280

–

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

95.4%

Current RoCE

25.2%

FY27e RoE

N/A

T12 FCF Margin

-0.0%

4. Solvency

Score: 54/280

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

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.10xRank 63/280

Range: 0.5x - 1.5xRank 63/280

–

Interest Coverage Ratio

N/A

Rank 51Rank 51/280

Range: N/ARank 51/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

13.47Rank 58/280

Range: N/ARank 58/280

–

Z-Score (Non Manufacturing)

N/A

Rank 59Rank 59/280

Range: N/ARank 59/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.10x

Net Leverage Ratio

N/A

Interest Coverage

Rank 51

T12 FCF Margin

-0.0%

Altman Z-Score

13.47

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 108/280

How efficiently does EWI 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

0.35xRank 159/280

Range: N/ARank 159/280

–

TTM CAPEX/Sales

1 - 3

N/A

Range: 1 - 3

–

Working Capital Turnover

N/A

Range: N/A

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#108/280

Best (1)Worst (280)

6. Market Trading

Score: 143/280

How liquid and actively traded is EWI?

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

47%Rank 100/280

Range: N/ARank 100/280

✓

Avg Directional Index 30D

012 - 45

18.4Rank 161/280

Range: 012 - 45Rank 161/280

–

Parabolic SAR

N/A

292.00Rank 207/280

Range: N/ARank 207/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£969,692,239

Enterprise Value

£990,211,439

Trading Volume

7. Technical

Score: 108/280

What do the technical indicators say about EWI?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£2.94£1.94

-4.8%CMP: £2.81

N/A

-4.8%Rank 61/280

£2.94£1.94

-4.8%CMP: £2.81

Range: N/ARank 61/280

–

CMP v/s 52-WL

£2.94£1.94

+44.4%CMP: £2.81

N/A

44.4%Rank 207/280

£2.94£1.94

+44.4%CMP: £2.81

Range: N/ARank 207/280

–

RSI 14D

058.5 - Bullish100

N/A

58.5Rank 50/280

058.5 - Bullish100

Range: N/ARank 50/280

–

MA50 - MA200

£2.49+0.16£2.65

N/A

BullishRank 142/280

£2.49+0.16£2.65

Range: N/ARank 142/280

–

MACD Rank

Golden Cross

MACD: -0.14

N/A

-0.14

Golden Cross

MACD: -0.14

Range: N/A

RSI (14 Day)

58.5

Bullish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£2.65

200 SMA£2.49

SignalGolden Cross (Bullish)

MACD-0.14

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does EWI compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
EWI	#234	263	13	58	54	143	108
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
AGT.L	#11	108	57	55	72	90	79
TBCG.L	#14	29	55	38	257	129	18

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Methodology Note

The analysis presented for Edinburgh Worldwide Investment 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.