19 October 2026

strategyland.uk

Pacific Horizon Investment Trust PLC (PHI)

Rank #218 of 280 - Financials - UK Equities

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Pacific Horizon Investment Trust PLC

PHI.L·Financials·Market Cap £862m

Rank #218 of 280

Quantitative Model · 280 Stocks Analysed

£11.24

+44.10% YTD

52W: £7.19 - £12.62

Factor Analysis Summary

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

Based on Strategyland's proprietary 7-factor analysis, Pacific Horizon Investment Trust PLC (PHI.L) currently holds an overall rank of #218 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 2.4, dividend yield 0.1%), where it demonstrates compelling valuation metrics, trading at a discount to peer averages on key multiples; solvency (debt/equity 0.0), where it demonstrates a robust solvency position with conservative leverage and strong balance sheet coverage; and market trading, where it demonstrates strong market trading characteristics with favourable volume trends and institutional participation.

Areas requiring attention include liquidity, where thin trading volumes could increase transaction costs and slippage.

Within the Financials sector, Pacific Horizon Investment Trust PLC sits at composite rank #218, 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 #218, Pacific Horizon 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 4/280 (top quartile)
Solvency — Rank 25/280 (top quartile)
Market Trading — Rank 41/280 (top quartile)

Weakest Factors

Liquidity — Rank 278/280 (below average)
Asset Efficiency — Rank 80/280 (above average)

Score Analysis

Pacific Horizon Investment Trust PLC is ranked #218 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

74/280

Average Score

Liquidity

Weak278/280

Valuation

Excellent4/280

Profitability

Excellent42/280

Solvency

Excellent25/280

Asset Efficiency

Good80/280

Mkt Trading

Excellent41/280

Technical

Excellent50/280

1. Liquidity

Score: 278/280

How liquid is PHI 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

0.10xRank 246/280

Range: N/ARank 246/280

–

TTM Operating Cash Flow

N/A

0.03xRank 216/280

Range: N/ARank 216/280

–

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

0.04xRank 233/280

Range: N/ARank 233/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

0.10x

Sector: N/A

Overall Liquidity Rank

Rank within universe#278/280

Best (1)Worst (280)

2. Valuation

Score: 4/280

Is PHI 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

0.31%Rank 50/280

Range: 30 - 55Rank 50/280

–

Current EV/EBITDA

N/A

2.2xRank 15/280

Range: N/ARank 15/280

✓

Current P/TBV

0.8x - 2.0x

0.89xRank 39/280

Range: 0.8x - 2.0xRank 39/280

✓

Current P/B

0.8x - 2.0x

0.89xRank 48/280

Range: 0.8x - 2.0xRank 48/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

2.4x

FY26e P/E

Forward estimate

N/A

FY27e P/E

Forward estimate

N/A

Current P/B

Price-to-Book

0.89x

Current P/TBV

Tangible Book Value

0.89x

Current EV/EBITDA

Enterprise Value

2.2x

FY26e EV/EBITDA

Forward estimate

N/A

FY27e EV/EBITDA

Forward estimate

N/A

Dividend

PHI pays a dividend yield of 0.14%.

Current Yield

0.14%

FY27e Net Div Yield

N/A

FY26e Gross DPS

N/A

FY27e Gross DPS

N/A

3. Profitability

Score: 42/280

How profitable is PHI relative to its peers?

0/7

profitability criteria met

Metric

Sector Range

Value

Rank

✗

TTM Profit Margin

15 - 30

97.8%Rank 7/280

Range: 15 - 30Rank 7/280

–

T12 FCF Margin

N/A

0.0%Rank 202/280

Range: N/ARank 202/280

–

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

97.8%

Current RoCE

49.6%

FY27e RoE

N/A

T12 FCF Margin

0.0%

4. Solvency

Score: 25/280

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

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.04xRank 31/280

Range: 0.5x - 1.5xRank 31/280

–

Interest Coverage Ratio

N/A

Rank 11Rank 11/280

Range: N/ARank 11/280

–

Net Leverage Ratio

N/A

Range: N/A

–

Altman Z-Score (Manufacturing)

N/A

26.70Rank 28/280

Range: N/ARank 28/280

–

Z-Score (Non Manufacturing)

N/A

Rank 28Rank 28/280

Range: N/ARank 28/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.04x

Net Leverage Ratio

N/A

Interest Coverage

Rank 11

T12 FCF Margin

0.0%

Altman Z-Score

26.70

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 80/280

How efficiently does PHI 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

0.48xRank 134/280

Range: N/ARank 134/280

–

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#80/280

Best (1)Worst (280)

6. Market Trading

Score: 41/280

How liquid and actively traded is PHI?

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

90%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

15.2Rank 221/280

Range: 012 - 45Rank 221/280

–

Parabolic SAR

N/A

1154.00Rank 81/280

Range: N/ARank 81/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£861,744,375

Enterprise Value

£897,299,375

Trading Volume

7. Technical

Score: 50/280

What do the technical indicators say about PHI?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£12.62£7.19

-10.9%CMP: £11.24

N/A

-10.9%Rank 135/280

£12.62£7.19

-10.9%CMP: £11.24

Range: N/ARank 135/280

–

CMP v/s 52-WL

£12.62£7.19

+56.3%CMP: £11.24

N/A

56.3%Rank 230/280

£12.62£7.19

+56.3%CMP: £11.24

Range: N/ARank 230/280

–

RSI 14D

043.4 - Bearish100

N/A

43.4Rank 50/280

043.4 - Bearish100

Range: N/ARank 50/280

–

MA50 - MA200

£10.28+0.84£11.13

N/A

BullishRank 55/280

£10.28+0.84£11.13

Range: N/ARank 55/280

–

MACD Rank

Golden Cross

MACD: -1.97

N/A

-1.97

Golden Cross

MACD: -1.97

Range: N/A

RSI (14 Day)

43.4

Bearish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£11.13

200 SMA£10.28

SignalGolden Cross (Bullish)

MACD-1.97

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does PHI compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
PHI	#218	278	4	42	25	41	50
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 Pacific Horizon 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.