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Tavistock Investments (TAVI) AI Stock Analysis
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Tavistock Investments
(LSE:TAVI)
The score is driven primarily by weak financial performance (losses, declining revenue, and multi-year negative operating/free cash flow) and very poor technical momentum (below all key moving averages with negative MACD). Valuation is only a partial offset due to the higher dividend yield, but the negative P/E reflects loss-making performance.
Tavistock Investments (TAVI) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 7.05M
- Dividend Yield
- 6.25%
- Average Volume (3M)
- 708.36K
- Price to Earnings (P/E)
- -0.8
- Beta (1Y)
- 0.91
- Revenue Growth
- -28.99%
- EPS Growth
- -227.63%
- Country
- UK
- Employees
- 108
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Financial - Capital Markets
Tavistock Investments Business Overview & Revenue Model
Company Description
Tavistock Investments Plc, a company based in the United Kingdom, specializes in offering investment management and comprehensive support solutions to a broad network of financial advisors. For independent financial advisors and financial advice firm...
How the Company Makes Money
Tavistock Investments makes money primarily by earning fees from delivering financial advice and related wealth management services through its operating subsidiaries. Key revenue streams typically include (1) ongoing advice/servicing fees charged to...
Tavistock Investments Financial Statement Overview
Summary
Financial quality is weak. The income statement shows a sharp deterioration with revenue down (23.2m vs 32.6m) and a swing to a sizable net loss (-8.6m), reflecting poor earnings durability. Cash flow is a major red flag with negative operating cash flow for four straight years and worsening free cash flow in 2026 (~-5.4m). The balance sheet is a relative positive (modest leverage; debt-to-equity ~0.19), but equity has eroded and returns turned negative.
Income Statement
27NegativeBalance Sheet
63PositiveCash Flow
19Very Negative| Breakdown | TTM | Mar 2025 | Sep 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 24.10M | 23.17M | 32.63M | 39.49M | 33.95M | 34.00M |
| Gross Profit | 9.45M | 6.56M | 12.75M | 14.49M | 11.24M | 11.95M |
| EBITDA | -860.00K | -7.07M | 475.00K | 1.14M | 307.00K | 362.00K |
| Net Income | 5.86M | -8.55M | 6.70M | -1.27M | -1.40M | 29.64M |
Balance Sheet | ||||||
| Total Assets | 52.83M | 43.64M | 54.24M | 55.20M | 60.51M | 60.45M |
| Cash, Cash Equivalents and Short-Term Investments | 3.67M | 9.24M | 7.40M | 4.12M | 9.73M | 15.27M |
| Total Debt | 4.16M | 5.78M | 5.84M | 3.87M | 1.47M | 1.22M |
| Total Liabilities | 12.56M | 13.26M | 15.00M | 14.76M | 18.74M | 16.97M |
| Stockholders Equity | 40.27M | 30.38M | 39.24M | 40.45M | 41.77M | 43.48M |
Cash Flow | ||||||
| Free Cash Flow | -9.87M | -5.44M | -5.79M | -3.42M | -2.97M | -239.00K |
| Operating Cash Flow | -9.81M | -5.40M | -5.74M | -2.63M | -1.79M | 1.11M |
| Investing Cash Flow | 8.90M | 9.33M | 7.58M | -5.47M | -3.54M | 15.96M |
| Financing Cash Flow | 1.87M | -2.10M | 1.44M | 2.49M | -206.00K | -6.25M |
Tavistock Investments Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAVI, the sentiment is Negative. The current price of 1.60 is below the 20-day moving average (MA) of 1.90, below the 50-day MA of 2.44, and below the 200-day MA of 3.10, indicating a bearish trend. The MACD of -0.24 indicates Negative momentum. The RSI at 1.43 is Positive, neither overbought nor oversold. The STOCH value of 10.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:TAVI.
Tavistock Investments Peers Comparison
Overall Rating
GB:PEEL74.2Outperform
GB:FKE62Neutral
GB:JIM61Neutral
GB:CAV58Neutral- GB:TAVI44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:PEEL | 74Outperform | GBP 104.41M | 7.13 | 14.26% | 5.47% | 57.11% | ― |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| GB:FKE | 62Neutral | GBP 7.39M | 9.01 | 6.98% | 1.94% | ― | ― |
| GB:JIM | 61Neutral | GBP 1.68M | 0.44 | 66.17% | 40.00% | ― | ― |
| GB:CAV | 58Neutral | GBP 25.85M | 40.29 | 1.45% | 11.68% | 2.19% | -26.09% |
| GB:TAVI | 44Neutral | GBP 7.05M | -0.83 | -24.21% | 6.25% | -28.99% | -227.63% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:TAVI | Tavistock Investments | 1.60 | -2.35 | -59.49% | |
| GB:FKE | Fiske plc | 62.50 | -1.27 | -2.00% | |
| GB:JIM | Jarvis Securities | 3.75 | -16.75 | -81.71% | |
| GB:CAV | finnCap Group plc | 6.85 | -2.93 | -29.97% | |
| GB:PEEL | Peel Hunt Limited | 89.50 | -14.89 | -14.26% |
Tavistock Investments Corporate Events
Tavistock to Sell Wealth Units as It Refocuses on Tech-Led Financial Advice
PositiveTavistock Investments Plc has agreed to sell the business and assets of King Financial Planning for £3 million and has granted Atomos an exclusivity period to acquire Tavistock Group Holdings, the owner of Tavistock Private Client. The potential...
Tavistock Investments Sets November Date for Annual General Meeting
NeutralTavistock Investments has scheduled its Annual General Meeting for 11:00 a.m. on 5 November 2026 at its Ascot offices in Berkshire. The company has circulated a formal AGM notice to shareholders and made the notice and proxy form available on its web...
Tavistock pivots to AI-driven advice model as profits give way to restructuring loss
NegativeTavistock Investments reported a sharp swing to an adjusted EBITDA loss of £2.1 million for the year to 31 March 2026, from a £1.8 million profit a year earlier, alongside a fall in gross revenues to £23.2 million and an operating loss...
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: Oct 08, 2026