19 October 2026

strategyland.uk

JPMorgan Japanese Investment Trust PLC (JFJ)

Rank #207 of 280 - Financials - UK Equities

Home/Stocks/Financials

JPMorgan Japanese Investment Trust PLC

JFJ.L·Financials·Market Cap £1.2b

Rank #207 of 280

Quantitative Model · 280 Stocks Analysed

£8.33

+20.72% YTD

52W: £6.68 - £8.67

Factor Analysis Summary

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

Based on Strategyland's proprietary 7-factor analysis, JPMorgan Japanese Investment Trust PLC (JFJ.L) currently holds an overall rank of #207 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 5.6, dividend yield 1.2%), 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 23.0%, 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 asset efficiency, where asset efficiency is average and does not contribute meaningfully to the composite score, as well as liquidity, where liquidity is middling and may not suit investors requiring large block execution.

Within the Financials sector, JPMorgan Japanese Investment Trust PLC sits at composite rank #207, 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 #207, JPMorgan Japanese 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 12/280 (top quartile)
Solvency — Rank 38/280 (top quartile)
Profitability — Rank 49/280 (top quartile)

Weakest Factors

Asset Efficiency — Rank 164/280 (middle of the pack)
Liquidity — Rank 138/280 (middle of the pack)

Score Analysis

JPMorgan Japanese Investment Trust PLC is ranked #207 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

80/280

Average Score

Liquidity

Fair138/280

Valuation

Excellent12/280

Profitability

Excellent49/280

Solvency

Excellent38/280

Asset Efficiency

Fair164/280

Mkt Trading

Excellent58/280

Technical

Good100/280

1. Liquidity

Score: 138/280

How liquid is JFJ 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

16.40xRank 8/280

Range: N/ARank 8/280

–

TTM Operating Cash Flow

N/A

0.50xRank 112/280

Range: N/ARank 112/280

–

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

0.89xRank 59/280

Range: N/ARank 59/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

16.40x

Sector: N/A

Overall Liquidity Rank

Rank within universe#138/280

Best (1)Worst (280)

2. Valuation

Score: 12/280

Is JFJ 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

5.74%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

4.5xRank 42/280

Range: N/ARank 42/280

✓

Current P/TBV

0.8x - 2.0x

0.91xRank 45/280

Range: 0.8x - 2.0xRank 45/280

✓

Current P/B

0.8x - 2.0x

0.91xRank 55/280

Range: 0.8x - 2.0xRank 55/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

5.6x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.91x

Current P/TBV

Tangible Book Value

0.91x

Current EV/EBITDA

Enterprise Value

4.5x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

JFJ pays a dividend yield of 1.24%.

Current Yield

1.24%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 49/280

How profitable is JFJ relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

95.4%Rank 24/280

Range: 15 - 30Rank 24/280

–

T12 FCF Margin

N/A

0.0%Rank 196/280

Range: N/ARank 196/280

–

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

23.0%

FY27e RoE

N/A

T12 FCF Margin

0.0%

4. Solvency

Score: 38/280

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

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.05xRank 40/280

Range: 0.5x - 1.5xRank 40/280

–

Interest Coverage Ratio

N/A

Rank 17Rank 17/280

Range: N/ARank 17/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

19.03Rank 48/280

Range: N/ARank 48/280

–

Z-Score (Non Manufacturing)

N/A

Rank 46Rank 46/280

Range: N/ARank 46/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.05x

Net Leverage Ratio

N/A

Interest Coverage

Rank 17

T12 FCF Margin

0.0%

Altman Z-Score

19.03

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 164/280

How efficiently does JFJ 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

0.22xRank 182/280

Range: N/ARank 182/280

–

TTM CAPEX/Sales

1 - 3

N/A

Range: 1 - 3

–

Working Capital Turnover

N/A

7.45xRank 60/280

Range: N/ARank 60/280

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#164/280

Best (1)Worst (280)

6. Market Trading

Score: 58/280

How liquid and actively traded is JFJ?

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

114%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

15.2Rank 223/280

Range: 012 - 45Rank 223/280

–

Parabolic SAR

N/A

849.96Rank 105/280

Range: N/ARank 105/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£1,232,391,871

Enterprise Value

£1,272,028,871

Trading Volume

7. Technical

Score: 100/280

What do the technical indicators say about JFJ?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£8.67£6.68

-3.9%CMP: £8.33

N/A

-3.9%Rank 46/280

£8.67£6.68

-3.9%CMP: £8.33

Range: N/ARank 46/280

–

CMP v/s 52-WL

£8.67£6.68

+24.7%CMP: £8.33

N/A

24.7%Rank 142/280

£8.67£6.68

+24.7%CMP: £8.33

Range: N/ARank 142/280

–

RSI 14D

057.7 - Bullish100

N/A

57.7Rank 50/280

057.7 - Bullish100

Range: N/ARank 50/280

–

MA50 - MA200

£7.86+0.36£8.22

N/A

BullishRank 91/280

£7.86+0.36£8.22

Range: N/ARank 91/280

–

MACD Rank

Golden Cross

MACD: 1.75

N/A

1.75Rank 100/280

Golden Cross

MACD: 1.75

Range: N/ARank 100/280

RSI (14 Day)

57.7

Bullish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£8.22

200 SMA£7.86

SignalGolden Cross (Bullish)

MACD1.75

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does JFJ compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
JFJ	#207	138	12	49	38	58	100
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

Similar Stocks

Other top-ranked stocks in the Financials sector

View all

MUT.L

Murray Income Trust PLC

Rank #3Score: 47

RTW.L

RTW Biotech Opportunities Ltd

RIT Capital Partners PLC

Catch Healthcare Events Before the Market Moves

SEC filings, FDA approvals, clinical trials, and regulatory events - scored for significance across 4 global markets.

Methodology Note

The analysis presented for JPMorgan Japanese 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.