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City of London Investment Group PLC (GB:CLIG)
LSE:CLIG
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City of London Investment (CLIG) AI Stock Analysis

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GB:CLIG

City of London Investment

(LSE:CLIG)

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Outperform 83 (OpenAI - 5.2)
Rating:83Outperform
Price Target:
466.00 p
▲(24.93% Upside)
Action:Reiterated
Date:04/19/26
The score is driven primarily by strong financial performance (solid growth, high margins, strong cash conversion, and low leverage) and very attractive valuation (low P/E with a dividend). The main offset is technical risk from overbought momentum signals despite a clear uptrend.
Positive Factors
Recurring fee business model
A fee-based, AUM-driven model delivers recurring revenue and predictable cash flows. That structure creates durable earnings power as long as AUM is stable or growing and enables operating leverage: fixed costs spread over larger AUM, helping sustain margins and fund reinvestment.
Negative Factors
Revenue tied to AUM and markets
Heavy dependence on AUM makes revenue and fees cyclically sensitive to market declines and investor flows. Structural market downturns or prolonged outflows can meaningfully reduce recurring fees and compress cash flow, limiting the firm's ability to maintain investments or distributions.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring fee business model
A fee-based, AUM-driven model delivers recurring revenue and predictable cash flows. That structure creates durable earnings power as long as AUM is stable or growing and enables operating leverage: fixed costs spread over larger AUM, helping sustain margins and fund reinvestment.
Read all positive factors

City of London Investment (CLIG) vs. iShares MSCI United Kingdom ETF (EWC)

City of London Investment Business Overview & Revenue Model

Company Description
City of London Investment Group PLC functions as a publicly traded asset management firm. It concentrates on developing equity portfolios customized for its clientele. The company deploys capital across global public stock markets, focusing specif...
How the Company Makes Money
CLIG makes money primarily by charging investment management fees on assets it manages (assets under management, AUM). Its core revenue stream is recurring management fee income calculated as a percentage of AUM (typically accrued and recognized o...

City of London Investment Financial Statement Overview

Summary
Strong overall fundamentals: revenue grew 27.23% with high profitability (75.59% gross margin; 26.95% net margin) and robust cash generation (free cash flow up 34.02%; operating cash flow to net income 2.31). Balance sheet leverage is conservative (debt-to-equity 0.055), though a slight EBIT margin decline and rising debt warrant monitoring.
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
82
Very Positive
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue77.70M99.54M69.45M57.65M61.29M55.12M
Gross Profit76.80M75.24M51.28M49.60M53.46M48.48M
EBITDA34.62M44.89M29.57M24.07M28.04M26.35M
Net Income21.66M26.82M17.11M14.74M18.09M16.97M
Balance Sheet
Total Assets170.88M175.88M178.97M140.98M150.01M141.38M
Cash, Cash Equivalents and Short-Term Investments32.86M35.49M42.70M22.49M22.68M25.51M
Total Debt4.98M8.83M5.73M2.16M2.60M2.74M
Total Liabilities20.22M23.42M25.33M18.63M21.24M21.07M
Stockholders Equity150.67M152.46M153.63M122.34M128.77M120.13M
Cash Flow
Free Cash Flow26.63M25.02M21.09M18.59M24.69M22.93M
Operating Cash Flow26.82M25.15M21.59M19.07M24.95M23.02M
Investing Cash Flow-189.37K-132.00K4.90M-479.76K-4.13M852.72K
Financing Cash Flow-23.81M-23.27M-21.31M-18.99M-24.24M-12.87M

City of London Investment Technical Analysis

Technical Analysis Sentiment
Positive
Last Price373.00
Price Trends
50DMA
429.62
Positive
100DMA
409.79
Positive
200DMA
388.76
Positive
Market Momentum
MACD
3.75
Positive
RSI
55.94
Neutral
STOCH
71.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:CLIG, the sentiment is Positive. The current price of 373 is below the 20-day moving average (MA) of 435.50, below the 50-day MA of 429.62, and below the 200-day MA of 388.76, indicating a bullish trend. The MACD of 3.75 indicates Positive momentum. The RSI at 55.94 is Neutral, neither overbought nor oversold. The STOCH value of 71.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:CLIG.

City of London Investment Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
£213.97M13.4314.29%8.15%0.66%11.49%
72
Outperform
£193.00M29.074.43%5.14%1.02%-62.71%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
£199.42M21.9810.12%21.31%-20.90%-40.53%
64
Neutral
£118.69M8.9111.90%17.93%-22.86%-56.06%
54
Neutral
£59.95M550.000.09%11.43%-15.66%-96.05%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:CLIG
City of London Investment
446.00
127.01
39.81%
GB:BRK
Brooks Macdonald
1,250.00
-372.70
-22.97%
GB:IPX
Impax Asset Management
94.30
-78.46
-45.42%
GB:LIO
Liontrust Asset Management
342.50
-10.25
-2.91%
GB:PMI
Premier Asset Management
38.50
-30.33
-44.07%
GB:SBO
Schroder British Opportunities Trust Plc
69.25
-1.75
-2.46%

City of London Investment Corporate Events

Regulatory Filings and Compliance
City of London Investment CEO boosts stake with share purchase
Positive
Jun 29, 2026
City of London Investment Group disclosed that its chief executive officer, Cooper Abbott, has purchased 5,000 ordinary shares in the company at a price of £4.39 per share. Following this transaction, Abbott’s total beneficial holding h...
Business Operations and StrategyStock Buyback
City of London Investment Group expands Employee Benefit Trust shareholding
Positive
Jun 29, 2026
City of London Investment Group has disclosed that its Employee Benefit Trust bought 34,146 ordinary shares on 25 June 2026 at a price of £4.335284 per share, as part of its arrangements to hold stock on behalf of employees. Following this tr...
Business Operations and Strategy
City of London Investment Group’s EBT Increases Stake to 2.8%
Positive
Jun 24, 2026
City of London Investment Group has disclosed that its Employee Benefit Trust acquired 12,000 ordinary shares at £4.3875 per share, increasing the trust’s holding to 1,403,889 shares. This stake now represents 2.8% of the company’...
Business Operations and Strategy
City of London Investment Group Expands Employee Benefit Trust Stake
Positive
Jun 22, 2026
City of London Investment Group has disclosed that its Employee Benefit Trust acquired 20,000 ordinary shares on 19 June 2026 at a price of £4.3875 per share. Following this transaction, the trust now holds 1,391,889 shares, representing 2.7%...
Business Operations and Strategy
City of London Investment Group Increases Shares Held in Employee Benefit Trust
Positive
Jun 15, 2026
City of London Investment Group has disclosed that its Employee Benefit Trust acquired 6,583 ordinary shares at £4.25 each, underscoring ongoing use of equity to support staff incentives. Following this transaction, the trust now holds 1,371,...
Business Operations and StrategyDividendsFinancial Disclosures
City of London Investment Group flags softer quarter as markets and client outflows weigh on assets
Negative
Apr 20, 2026
City of London Investment Group reported that funds under management fell 3% to $10.9 billion at 31 March 2026 from $11.2 billion at the end of December, before recovering to $11.7 billion by mid-April. The decline was driven by $172 million of ne...
Other
City of London Investment CEO Increases Stake With Share Purchase
Positive
Apr 7, 2026
City of London Investment Group has disclosed that its chief executive officer, Cooper Abbott, purchased 5,000 ordinary shares in the company at a price of £3.979 per share on 2 April 2026. Following this transaction on the London Stock Excha...
Business Operations and Strategy
City of London Investment Group Expands Employee Benefit Trust Shareholding
Positive
Mar 31, 2026
City of London Investment Group has disclosed that its Employee Benefit Trust acquired 38,000 ordinary shares at £3.79 each, increasing the trust’s total holding to 1,389,754 shares, or 2.7% of the company’s issued capital. Of thi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Apr 19, 2026