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Alliance Trust plc (ATST.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

GB00B11V7W98

Sector

Financial Services

Highlights

Market Cap

£3.41B

EPS (TTM)

£2.12

PE Ratio

5.73

Total Revenue (TTM)

£334.60M

Gross Profit (TTM)

£325.38M

EBITDA (TTM)

£1.54M

Year Range

£1,132.69 - £1,300.00

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
ATST.L vs. JGGI.L ATST.L vs. CTY.L ATST.L vs. LWDB.L ATST.L vs. FCIT.L ATST.L vs. VWRP.L ATST.L vs. HMWO.L ATST.L vs. SWDA.L ATST.L vs. VEVE.L ATST.L vs. VEUA.L ATST.L vs. VUAA.L
Popular comparisons:
ATST.L vs. JGGI.L ATST.L vs. CTY.L ATST.L vs. LWDB.L ATST.L vs. FCIT.L ATST.L vs. VWRP.L ATST.L vs. HMWO.L ATST.L vs. SWDA.L ATST.L vs. VEVE.L ATST.L vs. VEUA.L ATST.L vs. VUAA.L

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in Alliance Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08
4.67%
10.18%
ATST.L (Alliance Trust plc)
Benchmark (^GSPC)

Returns By Period


ATST.L

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of ATST.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.16%4.43%4.24%-0.16%-1.42%0.66%2.31%-3.17%-0.34%1.85%5.61%16.28%
20235.49%-0.10%-1.92%1.23%0.41%2.46%3.77%0.42%-0.77%-3.76%5.75%6.11%20.18%
2022-4.36%-2.33%2.93%-1.32%-0.72%-5.83%7.63%-0.10%-4.76%3.48%2.31%-2.07%-5.82%
2021-3.66%0.92%6.47%6.14%-1.12%2.23%1.11%3.39%-1.96%1.78%-0.97%1.55%16.50%
2020-2.02%-8.99%-13.74%13.71%3.42%4.19%-0.77%5.66%-0.42%-1.11%9.32%2.80%9.35%
20195.38%1.52%1.96%4.55%-3.46%6.06%4.65%-4.20%0.56%-2.00%4.60%3.01%24.30%
20180.74%-1.86%-5.28%4.15%1.79%1.40%2.67%1.17%0.05%-6.33%1.79%-6.34%-6.57%
20171.80%4.77%1.14%-0.29%2.34%0.62%2.07%1.93%-1.17%2.58%-0.14%2.16%19.19%
2016-5.28%1.59%1.69%0.90%2.76%1.13%7.82%1.29%1.14%2.86%-2.19%10.82%26.37%
20152.07%1.08%3.12%-0.49%0.49%-4.37%2.17%-5.30%-1.76%10.00%1.49%1.86%9.97%
2014-2.47%4.56%-1.02%-2.71%2.49%-1.63%-0.65%2.02%0.16%2.32%3.59%-0.10%6.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, ATST.L is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ATST.L is 8888
Overall Rank
The Sharpe Ratio Rank of ATST.L is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of ATST.L is 8585
Sortino Ratio Rank
The Omega Ratio Rank of ATST.L is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ATST.L is 9393
Calmar Ratio Rank
The Martin Ratio Rank of ATST.L is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Alliance Trust plc (ATST.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
ATST.L
^GSPC

There is not enough data available to calculate the Sharpe ratio for Alliance Trust plc. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.001.502.002.50Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08
1.65
2.14
ATST.L (Alliance Trust plc)
Benchmark (^GSPC)

Dividends

Dividend History

Alliance Trust plc provided a 0.54% dividend yield over the last twelve months, with an annual payout of £0.07 per share.


0.02%0.02%0.02%0.03%0.03%0.03%£0.00£0.00£0.00£0.00£0.00£0.002014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
Dividend£0.07£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Dividend yield

0.54%0.02%0.03%0.02%0.02%0.02%0.02%0.02%0.02%0.03%0.02%

Monthly Dividends

The table displays the monthly dividend distributions for Alliance Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.07£0.00£0.00£0.00£0.00£0.07
2023£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2022£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2021£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2020£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2019£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2018£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2017£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2016£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2015£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2014£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08
-1.40%
-0.91%
ATST.L (Alliance Trust plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Alliance Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Alliance Trust plc was 41.44%, occurring on Oct 16, 2008. Recovery took 519 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.44%Jun 5, 2007349Oct 16, 2008519Nov 4, 2010868
-37.5%Feb 20, 202021Mar 19, 2020162Nov 9, 2020183
-37.45%Sep 5, 2000523Sep 30, 2002757Sep 28, 20051280
-34.35%Aug 18, 198755Nov 10, 1987341May 19, 1989396
-31.67%Jan 13, 201140Mar 9, 201125Apr 13, 201165

Volatility

Volatility Chart

The current Alliance Trust plc volatility is 2.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03Nov 10Nov 17Nov 24DecemberDec 08
2.54%
2.79%
ATST.L (Alliance Trust plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Alliance Trust plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Alliance Trust plc.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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