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Home CompaniesEdinburgh Worldwide Investment Trust plc

Edinburgh Worldwide Investment Trust plc

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
269.0 GBX 8.00 ( 3.07%)
Last update at 2026-10-27T16:35:00Z
VOLUME
314728
Market Cap
795.53M
P/E
4.69

Momentum Score

…

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in growth stocks of small cap companies having market capitalization of less than $5 billion. The fund benchmarks the performance of its portfolio against the MSCI All Countries World Index. Edinburgh Worldwide Investment Trust plc was formed in 1998 and is domiciled in the United Kingdom.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
256.50
Low
269.50
High
52 Week Price Range
143.60
Low
241.50
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
261.00
Dividend Yield
-
Revenue TTM
187.36M
Revenue Per Share
0.52
Gross Profit TTM
187.36M
Debt / Equity
0.10
ROE
25.22%
Net Debt
18.77M
ROCE
23.29%
Diluted EPS TTM
0.49

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Type yearly yearly yearly yearly yearly
Date 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Income before tax 177.07M 71.73M -182.51M -542.12M 167.44M
Net income 177.00M 71.68M -182.57M -542.18M 167.39M
Selling general administrative 3.19M 1.42M 0.83M 0.95M 0.91M
Selling and marketing expenses 0.10M 0.10M 0.09M 0.08M -
Gross profit 183.16M 73.25M -181.60M -541.17M 168.35M
Ebit - 83.64M -182.51M -539.42M 167.44M
Ebitda 179.87M 9.60M -182.51M -539.42M 167.44M
Depreciation and amortization - -74.04M 179.00M 533.35M -170.43M
Operating income 179.87M 71.73M -182.51M -539.42M 167.44M
Other operating expenses 7.49M 198.10M 0.92M 0.95M 0.91M
Interest expense 4.25M 6.29M 6.31M 2.70M 1.36M
Tax provision 0.06M 0.05M 0.05M 0.06M 0.05M
Interest income 0.54M 0.66M 0.63M 0.10M 0.01M
Net interest income -3.71M -5.62M -5.68M -2.60M -1.34M
Income tax expense 0.06M 0.05M 0.05M 0.06M 0.05M
Total revenue 187.36M -124.06M -181.60M -541.17M 168.35M
Total operating expenses 3.29M 4.84M 0.92M 0.95M 0.91M
Cost of revenue 4.20M 5.63M 4.50M 5.28M 9.17M
Total other income expense net -2.80M -2.31M -3.51M -2.70M -1.36M
Net income from continuing ops 177.00M 71.68M -182.57M -542.18M 167.39M
Net income applicable to common shares - - - -542.18M 167.39M
Breakdown 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Type yearly yearly yearly yearly yearly
Date 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Total assets 850.40M 728.99M 690.77M 888.82M 1409.81M
Other current assets - - 0.25M 0.26M 0.25M
Total liab 81.44M 94.38M 106.03M 113.25M 68.46M
Total stockholder equity 768.96M 634.60M 584.74M 775.57M 1341.36M
Other current liab 3.35M 2.31M 2.71M -110.55M -2.31M
Common stock 4.06M 3.73M 3.87M 4.06M 4.05M
Capital stock 3.73M 3.73M 3.87M 4.06M 4.05M
Retained earnings -15.30M -64.94M -157.90M -9.31M 587.08M
Other assets - - - 888.82M 1409.81M
Cash 59.33M 22.78M 19.15M 11.13M 33.13M
Total current liabilities 78.09M 94.38M 106.03M 6.72M 2.31M
Current deferred revenue - - - -103.83M -63.85M
Net debt 18.77M -22.78M 84.10M 92.70M 33.03M
Short term debt 78.09M 91.74M 103.25M 103.83M 66.15M
Short long term debt total 78.09M 91.74M 103.25M 103.83M 66.15M
Other stockholder equity - 499.72M 499.72M 499.72M 498.00M
Total current assets 60.54M 23.95M 19.47M 16.01M 33.45M
Long term investments 789.86M 705.03M 671.30M 872.80M 1376.37M
Net tangible assets - - - 775.57M 1341.36M
Net receivables 1.22M 1.17M 0.07M 4.88M 0.32M
Inventory - - 0.00M -0.26M -0.25M
Accounts payable 0.00M 0.33M 0.07M 6.72M 2.31M
Accumulated other comprehensive income 780.20M 196.10M 239.04M 281.23M 252.22M
Non currrent assets other 789.86M -705.03M -671.30M -872.80M -1376.37M
Non current assets total 789.86M 705.03M 671.30M 872.80M 1376.37M
Breakdown 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Type yearly yearly yearly yearly yearly
Date 2025-10-31 2024-10-31 2023-10-31 2022-10-31 2021-10-31
Investments 100.93M 43.98M 24.46M -22.60M -197.02M
Change to liabilities - - - 0.00M 0.00M
Total cashflows from investing activities 100.91M 43.98M 24.46M -22.60M -197.02M
Net borrowings -14.00M -8.00M 2.72M 28.48M 19.03M
Total cash from financing activities -55.91M -29.77M -5.85M 5.31M 201.26M
Net income 177.07M 71.73M -182.51M -542.12M 167.44M
Change in cash 36.54M 3.64M 8.02M -22.00M -7.77M
Begin period cash flow 22.78M 19.15M 11.13M 33.13M 40.89M
End period cash flow 59.33M 22.78M 19.15M 11.13M 33.13M
Total cash from operating activities -10.25M -11.05M -10.10M -7.83M -8.77M
Issuance of capital stock - - 0.00M 1.73M 182.23M
Other cashflows from investing activities -0.02M - - -22.60M -197.02M
Change to account receivables -0.20M -0.66M -0.04M -0.75M 0.42M
Sale purchase of stock -41.91M -21.77M -8.57M -24.91M 182.23M
Other cashflows from financing activities - - 24.46M -22.60M 182.23M
Change to netincome - - - 535.11M -176.58M
Capital expenditures 0.00M 0.00M 0.00M 0.00M 0.00M
Change in working capital 0.33M -0.93M -0.28M -0.75M 0.42M
Other non cash items -187.65M -81.85M 172.70M 535.05M -176.63M
Free cash flow -10.25M -11.05M -10.10M -7.83M -8.77M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(GBX)
Price
(GBX)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
EWI
Edinburgh Worldwide Investment Trust plc		 8.00
3.07%		 269.00 4.69 - 4.25 1.03 4.81
MNTN
Schiehallion Fund Ltd		 -0.01
0.46%		 2.18 0.05 - 4.35 1.25 5.65
BHMU
BH Macro Limited		 -
-%		 4.29 0.09 - 39.01 0.71 6.47
TFG
Tetragon Financial Group Ltd		 0.15
1.00%		 15.10 0.02 7.04 1.16 0.31 2.06
BPCR
BioPharma Credit PLC		 0.00
0.41%		 0.98 0.09 - 6.73 0.91 7.95

Profile*

Edinburgh Worldwide Investment Trust plc

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in growth stocks of small cap companies having market capitalization of less than $5 billion. The fund benchmarks the performance of its portfolio against the MSCI All Countries World Index. Edinburgh Worldwide Investment Trust plc was formed in 1998 and is domiciled in the United Kingdom.

Calton Square, Edinburgh, United Kingdom, EH1 3AN

44 13 1275 2000

https://www.bailliegifford.com/en/uk/individual-in

Name Title Year Born
Dr. Douglas William Brodie C.F.A., Ph.D. Fund Manager NA
Dr. Svetlana Viteva C.F.A., Ph.D. Deputy Portfolio Manager NA
Mr. Luke Ward Deputy Portfolio Manager NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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