19 October 2026

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Monks Investment Trust PLC (MNKS)

Rank #252 of 280 - Financials - UK Equities

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Monks Investment Trust PLC

MNKS.L·Financials·Market Cap £2.5b

Rank #252 of 280

Quantitative Model · 280 Stocks Analysed

£16.82

+12.13% YTD

52W: £13.66 - £16.96

Factor Analysis Summary

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

Based on Strategyland's proprietary 7-factor analysis, Monks Investment Trust PLC (MNKS.L) currently holds an overall rank of #252 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 4.8, dividend yield 0.0%), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; technical (RSI 71.4), where it demonstrates positive technical momentum with price action supporting a constructive trend; and profitability (ROE 26.1%, net margin 96.7%), 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 solvency (debt/equity 0.1), where balance sheet metrics are unexceptional and offer limited downside protection.

Within the Financials sector, Monks Investment Trust PLC sits at composite rank #252, 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 #252, Monks Investment Trust PLC shows selective strength — notably in valuation and technical — suggesting a stock with identifiable merits alongside clear areas for improvement.

Strongest Factors

Valuation — Rank 18/280 (top quartile)
Technical — Rank 42/280 (top quartile)
Profitability — Rank 47/280 (top quartile)

Weakest Factors

Liquidity — Rank 272/280 (below average)
Solvency — Rank 165/280 (middle of the pack)

Score Analysis

Monks Investment Trust PLC is ranked #252 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

104/280

Average Score

Liquidity

Weak272/280

Valuation

Excellent18/280

Profitability

Excellent47/280

Solvency

Fair165/280

Asset Efficiency

Fair126/280

Mkt Trading

Excellent56/280

Technical

Excellent42/280

1. Liquidity

Score: 272/280

How liquid is MNKS 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

0.32xRank 230/280

Range: N/ARank 230/280

–

TTM Operating Cash Flow

N/A

0.04xRank 215/280

Range: N/ARank 215/280

–

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

0.08xRank 208/280

Range: N/ARank 208/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

0.32x

Sector: N/A

Overall Liquidity Rank

Rank within universe#272/280

Best (1)Worst (280)

2. Valuation

Score: 18/280

Is MNKS 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

0.12%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

4.1xRank 39/280

Range: N/ARank 39/280

✓

Current P/TBV

0.8x - 2.0x

0.96xRank 74/280

Range: 0.8x - 2.0xRank 74/280

✓

Current P/B

0.8x - 2.0x

0.96xRank 86/280

Range: 0.8x - 2.0xRank 86/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

4.8x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.96x

Current P/TBV

Tangible Book Value

0.96x

Current EV/EBITDA

Enterprise Value

4.1x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

MNKS pays a dividend yield of 0.03%.

Current Yield

0.03%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 47/280

How profitable is MNKS relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

96.7%Rank 12/280

Range: 15 - 30Rank 12/280

–

T12 FCF Margin

N/A

0.0%Rank 203/280

Range: N/ARank 203/280

–

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

96.7%

Current RoCE

26.1%

FY27e RoE

N/A

T12 FCF Margin

0.0%

4. Solvency

Score: 165/280

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

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.09xRank 58/280

Range: 0.5x - 1.5xRank 58/280

–

Interest Coverage Ratio

N/A

Rank 31Rank 31/280

Range: N/ARank 31/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

-1125.86Rank 280/280

Range: N/ARank 280/280

–

Z-Score (Non Manufacturing)

N/A

Rank 280Rank 280/280

Range: N/ARank 280/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.09x

Net Leverage Ratio

N/A

Interest Coverage

Rank 31

T12 FCF Margin

0.0%

Altman Z-Score

-1125.86

Distress Zone

01.812.995+

5. Asset Efficiency

Score: 126/280

How efficiently does MNKS 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

0.25xRank 172/280

Range: N/ARank 172/280

–

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#126/280

Best (1)Worst (280)

6. Market Trading

Score: 56/280

How liquid and actively traded is MNKS?

0/2

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

106%Rank 50/280

Range: N/ARank 50/280

✗

Avg Directional Index 30D

012 - 45

11.4Rank 269/280

Range: 012 - 45Rank 269/280

–

Parabolic SAR

N/A

1687.13Rank 65/280

Range: N/ARank 65/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£2,513,916,775

Enterprise Value

£2,719,731,242

Trading Volume

7. Technical

Score: 42/280

What do the technical indicators say about MNKS?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£16.96£13.66

-0.8%CMP: £16.82

N/A

-0.8%Rank 12/280

£16.96£13.66

-0.8%CMP: £16.82

Range: N/ARank 12/280

–

CMP v/s 52-WL

£16.96£13.66

+23.1%CMP: £16.82

N/A

23.1%Rank 134/280

£16.96£13.66

+23.1%CMP: £16.82

Range: N/ARank 134/280

–

RSI 14D

071.4 - Overbought100

N/A

71.4Rank 25/280

071.4 - Overbought100

Range: N/ARank 25/280

–

MA50 - MA200

£15.64+0.64£16.28

N/A

BullishRank 68/280

£15.64+0.64£16.28

Range: N/ARank 68/280

–

MACD Rank

Golden Cross

MACD: 4.33

N/A

4.33Rank 100/280

Golden Cross

MACD: 4.33

Range: N/ARank 100/280

RSI (14 Day)

71.4

Overbought

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£16.28

200 SMA£15.64

SignalGolden Cross (Bullish)

MACD4.33

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does MNKS compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
MNKS	#252	272	18	47	165	56	42
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 Monks 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.