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LMS Capital plc (LMS.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00B12MHD28
SectorFinancial Services
IndustryInvestment Banking & Investment Services

Highlights

Market Cap£15.74M
EPS (TTM)-£0.09
Total Revenue (TTM)£46.69M
Gross Profit (TTM)£1.78M
EBITDA (TTM)-£8.72M
Year Range£0.17 - £24.66

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.


Performance

Performance Chart

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


-100.00%0.00%100.00%200.00%300.00%400.00%500.00%AprilMayJuneJulyAugustSeptember
-57.98%
529.92%
LMS.L (LMS Capital plc)
Benchmark (^GSPC)

Returns By Period

LMS Capital plc had a return of -16.07% year-to-date (YTD) and -1.15% in the last 12 months. Over the past 10 years, LMS Capital plc had an annualized return of -11.50%, while the S&P 500 had an annualized return of 10.92%, indicating that LMS Capital plc did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-16.07%17.95%
1 month24.20%3.13%
6 months15.19%9.95%
1 year-1.15%24.88%
5 years (annualized)-14.34%13.37%
10 years (annualized)-11.50%10.92%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-23.27%-1.60%-6.22%6.92%4.86%-6.65%7.12%-6.49%-16.07%
2023-1.69%0.00%-12.07%-10.98%1.31%5.36%-9.75%-4.74%7.75%2.78%8.35%2.08%-13.50%
2022-8.33%3.03%1.47%2.32%-4.18%-2.11%-5.54%5.26%-1.56%-1.59%-1.61%-3.28%-15.69%
20211.67%5.90%17.03%-12.70%5.06%2.94%0.00%1.42%-3.41%-2.94%3.03%5.88%23.39%
2020-2.82%-1.32%-32.09%37.40%0.57%-6.55%-2.44%5.68%-11.94%-3.73%10.21%-4.15%-22.35%
2019-7.85%-0.86%3.70%5.87%0.69%1.28%-2.43%13.43%-1.32%4.89%-15.08%-14.17%-14.60%
20180.26%1.67%7.58%-11.43%6.67%3.83%0.49%0.48%-2.69%-0.20%4.95%-5.00%5.17%
2017-12.56%-11.23%-1.18%4.17%-0.29%16.91%11.76%-15.35%-4.92%1.36%1.88%1.06%-12.56%
2016-6.34%4.89%-6.81%-0.00%-2.31%-8.46%1.94%1.69%-2.90%-3.85%-0.89%-1.79%-22.89%
2015-1.28%-1.46%4.78%-4.72%0.99%-0.65%-3.95%-0.86%0.86%-1.37%8.68%-9.27%-8.97%
20142.05%-0.67%3.04%8.52%-0.30%3.94%0.87%0.29%-0.29%-6.36%-3.70%-0.00%6.85%
20131.53%2.63%5.86%-1.73%1.41%6.94%1.14%-1.93%-4.42%-1.37%3.65%-2.18%11.45%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LMS.L is 66, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of LMS.L is 6666
LMS.L (LMS Capital plc)
The Sharpe Ratio Rank of LMS.L is 4646Sharpe Ratio Rank
The Sortino Ratio Rank of LMS.L is 100100Sortino Ratio Rank
The Omega Ratio Rank of LMS.L is 100100Omega Ratio Rank
The Calmar Ratio Rank of LMS.L is 4343Calmar Ratio Rank
The Martin Ratio Rank of LMS.L is 4242Martin 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 LMS Capital plc (LMS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


LMS.L
Sharpe ratio
The chart of Sharpe ratio for LMS.L, currently valued at -0.00, compared to the broader market-4.00-2.000.002.00-0.00
Sortino ratio
The chart of Sortino ratio for LMS.L, currently valued at 98.23, compared to the broader market-6.00-4.00-2.000.002.004.0098.23
Omega ratio
The chart of Omega ratio for LMS.L, currently valued at 36.95, compared to the broader market0.501.001.502.0036.95
Calmar ratio
The chart of Calmar ratio for LMS.L, currently valued at -0.07, compared to the broader market0.001.002.003.004.005.00-0.07
Martin ratio
The chart of Martin ratio for LMS.L, currently valued at -0.29, compared to the broader market-10.00-5.000.005.0010.0015.0020.00-0.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.03, compared to the broader market-4.00-2.000.002.002.03
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-6.00-4.00-2.000.002.004.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.502.001.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.83, compared to the broader market0.001.002.003.004.005.001.83
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.70, compared to the broader market-10.00-5.000.005.0010.0015.0020.009.70

Sharpe Ratio

The current LMS Capital plc Sharpe ratio is -0.00. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of LMS Capital plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50AprilMayJuneJulyAugustSeptember
-0.00
1.41
LMS.L (LMS Capital plc)
Benchmark (^GSPC)

Dividends

Dividend History

LMS Capital plc granted a 4.77% dividend yield in the last twelve months. The annual payout for that period amounted to £0.01 per share.


PeriodTTM20232022202120202019
Dividend£0.01£0.01£0.01£0.01£0.00£0.04

Dividend yield

4.77%3.80%3.15%2.50%1.00%10.90%

Monthly Dividends

The table displays the monthly dividend distributions for LMS Capital 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£0.01£0.00£0.00£0.00£0.00£0.01
2023£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.01
2022£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.01
2021£0.00£0.00£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.01
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£0.04£0.04

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.8%
LMS Capital plc has a dividend yield of 4.77%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%39.1%
LMS Capital plc has a payout ratio of 39.13%, which is quite average when compared to the overall market. This suggests that LMS Capital plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-71.99%
-2.76%
LMS.L (LMS Capital plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the LMS Capital 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 LMS Capital plc was 99.75%, occurring on Jul 19, 2024. The portfolio has not yet recovered.

The current LMS Capital plc drawdown is 71.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.75%May 3, 20113340Jul 19, 2024
-53.09%Jun 5, 2007452Mar 13, 2009537Apr 29, 2011989
-9.29%Jun 16, 20065Jun 22, 200611Jul 7, 200616
-7.43%Jul 27, 200634Sep 13, 200631Oct 26, 200665
-5.88%Jan 31, 200724Mar 5, 200752May 21, 200776

Volatility

Volatility Chart

The current LMS Capital plc volatility is 18.19%, 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.


0.00%100.00%200.00%300.00%400.00%500.00%600.00%700.00%AprilMayJuneJulyAugustSeptember
18.19%
5.08%
LMS.L (LMS Capital plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of LMS Capital 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 LMS Capital plc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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