Valuation: Fidelity Investment Trust - Fidelity Special Values PLC

Market Cap 1.54B 2.03B 1.81B 1.68B 2.9B 195B 2.92B 20.39B 7.9B 99.86B 7.63B 7.46B 320B P/E 2024
4.67x
P/E 2025 7.76x
Enterprise Value 1.44B 1.91B 1.69B 1.58B 2.72B 183B 2.74B 19.14B 7.42B 93.74B 7.16B 7.01B 301B EV / Sales 2024
4.35x
EV / Sales 2025 6.54x
Free-Float
99.18%
Yield 2024
2.97%
Yield 2025 2.68%
Director TitleAgeSince
Chairman 58 11/12/2025
Director/Board Member 65 01/01/2020
Director/Board Member 55 23/06/2022
Change 5-day change 1-year change 3-year change Capi.($)
-.--%-.--% - - 1.98B
Average -.--%
Weighted average by Cap. -.--%

Financials

2024 2025
Net sales 237M 313M 278M 260M 447M 30.11B 451M 3.14B 1.22B 15.39B 1.18B 1.15B 49.4B 173M 229M 204M 190M 327M 22.03B 330M 2.3B 891M 11.26B 860M 842M 36.15B
Net income 223M 295M 263M 245M 421M 28.4B 425M 2.96B 1.15B 14.52B 1.11B 1.09B 46.6B 158M 210M 186M 174M 299M 20.14B 301M 2.1B 815M 10.3B 787M 770M 33.05B
Net Debt -11.75M -15.54M -13.81M -12.89M -22.16M -1.49B -22.36M -156M -60.45M -764M -58.36M -57.09M -2.45B -94.11M -125M -111M -103M -177M -11.97B -179M -1.25B -484M -6.12B -467M -457M -19.64B
Logo Fidelity Investment Trust - Fidelity Special Values PLC
Fidelity Special Values PLC is a United Kingdom-based investment company. The Company’s objective is to achieve long-term capital growth primarily through investment in equities (and their related financial instruments) of United Kingdom companies. The Company seeks to meet its investment objective through investment in a diversified portfolio of securities and instruments issued by or related primarily to United Kingdom companies. The Company may invest up to 20% of the portfolio in listed companies on overseas exchanges to enhance shareholder returns. The Company invests in various sectors, including financials, industrials, healthcare, consumer staples, basic materials, energy, consumer discretionary, real estate, utilities, telecommunications and technology. FIL Investment Services (UK) Limited is the Company's alternative investment fund manager. FIL Investments International serves as the investment manager for the Company.
Employees
-