Tavistock Investments PLC (GB:TAVI)
LSE:TAVI
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Tavistock Investments
(LSE:TAVI)
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Rating:56Neutral
Price Target:
3.50 p
▼(-15.66% Downside)
Action:ReiteratedDate:12/07/25
Tavistock Investments' overall stock score is driven by its strong valuation metrics, which are offset by weak financial performance and bearish technical indicators. The company's strategic refocus and governance stability are positive, but cash flow challenges and legal disputes present significant risks.
Positive Factors
Conservative capital structure
A low debt-to-equity ratio of 0.15 and a strong equity ratio provide durable financial flexibility. This conservative leverage reduces refinancing and interest burden risk, supporting resilience through market cycles and enabling selective investment or M&A over the next 2–6 months.
Negative Factors
Declining revenues
A sharp revenue decline (reported ~-37.5%) erodes scale and recurring fee income, reducing the firm's ability to cover fixed costs and invest in growth. Continued top-line contraction would materially impede margin leverage and client proposition strengthening over the coming months.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative capital structure
A low debt-to-equity ratio of 0.15 and a strong equity ratio provide durable financial flexibility. This conservative leverage reduces refinancing and interest burden risk, supporting resilience through market cycles and enabling selective investment or M&A over the next 2–6 months.
Read all positive factors
Tavistock Investments (TAVI) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£14.55M
Dividend Yield2.12%
Average Volume (3M)1.05M
Price to Earnings (P/E)―
Beta (1Y)0.69
Revenue Growth-37.49%
EPS GrowthN/A
CountryUK
Employees193
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)>-0.01
Shares Outstanding496,855,220
10 Day Avg. Volume673,913
30 Day Avg. Volume1,047,028
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)0.70
Price to Sales (P/S)0.84
P/FCF Ratio-4.75
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Tavistock Investments Business Overview & Revenue Model
Company Description
Tavistock Investments Plc provides investment management and support services to a network of financial advisers in the United Kingdom. The company offers compliance, regulatory, administration, and accounting services to independent financial adv...
How the Company Makes Money
null...
Tavistock Investments Financial Statement Overview
Summary
Income Statement
45
Neutral
Balance Sheet
60
Neutral
Cash Flow
30
Negative
| Breakdown | TTM | Sep 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 24.10M | 32.63M | 39.49M | 33.95M | 34.00M | 28.71M |
| Gross Profit | 9.45M | 12.75M | 14.49M | 11.24M | 11.95M | 12.17M |
| EBITDA | -3.85M | -2.60M | 1.14M | 307.00K | 362.00K | 3.16M |
| Net Income | 5.86M | 6.70M | -1.27M | -1.40M | 29.64M | 792.00K |
Balance Sheet | ||||||
| Total Assets | 52.83M | 54.24M | 55.20M | 60.51M | 60.45M | 26.48M |
| Cash, Cash Equivalents and Short-Term Investments | 3.67M | 7.40M | 4.12M | 9.73M | 15.27M | 4.46M |
| Total Debt | 4.16M | 5.84M | 3.87M | 1.47M | 1.22M | 4.42M |
| Total Liabilities | 12.56M | 15.00M | 14.76M | 18.74M | 16.97M | 10.75M |
| Stockholders Equity | 40.27M | 39.24M | 40.45M | 41.77M | 43.48M | 15.73M |
Cash Flow | ||||||
| Free Cash Flow | -9.87M | -5.79M | -3.42M | -2.97M | -239.00K | 2.71M |
| Operating Cash Flow | -9.81M | -5.74M | -2.63M | -1.79M | 1.11M | 2.90M |
| Investing Cash Flow | 8.90M | 7.58M | -5.47M | -3.54M | 15.96M | -2.23M |
| Financing Cash Flow | 1.87M | 1.44M | 2.49M | -206.00K | -6.25M | 1.37M |
Tavistock Investments Technical Analysis
Neutral
4.15
Price Trends
3.55
Positive
3.64
Negative
4.10
Negative
Market Momentum
0.01
Negative
69.87
Neutral
80.00
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAVI, the sentiment is Neutral. The current price of 4.15 is above the 20-day moving average (MA) of 3.33, above the 50-day MA of 3.55, and above the 200-day MA of 4.10, indicating a neutral trend. The MACD of 0.01 indicates Negative momentum. The RSI at 69.87 is Neutral, neither overbought nor oversold. The STOCH value of 80.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:TAVI.
Tavistock Investments Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | £7.68M | -9.72 | 12.70% | 2.64% | ― | ― | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
61 Neutral | £3.24M | 0.25 | 66.17% | 26.13% | ― | ― | |
60 Neutral | £33.12M | 13.98 | 3.68% | 7.96% | -9.55% | ― | |
58 Neutral | £116.66M | 3.75 | 4.98% | ― | 15.42% | ― | |
56 Neutral | £14.55M | -2.99 | 14.74% | 2.12% | -37.49% | ― |
* Financial Sector Average
GB:TAVI
Tavistock Investments
3.30
-0.75
-18.52%
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Tavistock Investments Corporate Events
Business Operations and StrategyM&A Transactions
Tavistock Completes Lifetime Deal to Target Underserved UK Investors
Positive
Apr 2, 2026
Tavistock Investments has completed its acquisition of Lifetime Financial Management following regulatory approval, marking its second major deal as it restructures towards a financial wellbeing model accessible to a broader customer base. The bus...
Business Operations and Strategy
Tavistock Investments Appoints MHA as New Auditor After RPG Steps Down
Neutral
Mar 30, 2026
Tavistock Investments Plc has appointed MHA Audit Services LLP, which trades as MHA and is part of the Baker Tilly International network, as its new external auditor. RPG Crouch Chapman LLP has stepped down from the role after completing the audit...
Business Operations and StrategyLegal Proceedings
Tavistock Expands Legal Counterclaims Against Titan After Favourable Court Ruling
Positive
Feb 5, 2026
Tavistock Investments has provided a further update on its ongoing litigation with Titan Wealth Services and Titan Asset Management after securing a favourable court judgment in December 2025 that allows it to expand its counterclaims. The company...
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.