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RICA

Ruffer Investment Company Limited
Chart
£300.00
Latest Week 2026-06-05
Snapshot 2026-06-07 · 0.0w · Fresh
0.64
OS Score
34.0%
Value
85.0%
Quality
70.0%
Momentum
6/9
F-Score
0.538
QV
Strategy Eligibility
2 of 23 passing
OS Composite
Trending Value
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
🔄
Shareholder Yield
💰
High Yield
🚀
Momentum Leaders
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
Vol 8%
🏷
Sector Cheapest
🧠
Capital Allocators
Risk-Adj Momentum
RAM 1.09
V
Value Analysis
Cheapness relative to fundamentals
34.0%ile
P/E
2173.4×
P/S
2040.9×
P/B
102.1×
E/P
0.0005
FCF Yield
0.002
SH Yield
0.002
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
76.00000000
/100 — 1=cheapest
VC2 (Trending Value)
33.00000000
/100
VC3 (Buyback)
34.00000000
/100
P/E of 2173.4x is premium-priced — the market is paying up for expected growth.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
85.0%ile
ROE
0.047
ROA
0.047
Net Margin
0.939
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
2.551
Earn Growth
3.859
Accruals
-0.157
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
70.0%ile
6M Return
1.9%
12M Return
6.2%
12-1 Mom
8.7%
Risk-Adj
1.09
Vol 252d
8.0%
Vol 60d
20.0%
↑ Expanding
Max DD 12M
-4.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (20%) is expanding vs long-term (8%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.64
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Financial Services · 186 peers
Sector Value %ile
23.5%
Sector Quality %ile
89.3%
P/E z-score
0.74
P/B z-score
-0.09
Sector Avg OS
58.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
VTAS Volta Finance Limited 98.0% 87.0% 80.0% 99.0%
FSG Foresight Group Holdings Limited 98.0% 99.0% 99.0% 69.0%
STAN Standard Chartered PLC 97.0% 91.0% 74.0% 90.0%
CRE Conduit Holdings Limited 97.0% 96.0% 84.0% 73.0%
BGEO Lion Finance Group PLC 97.0% 96.0% 68.0% 88.0%
STB Secure Trust Bank PLC 97.0% 90.0% 73.0% 92.0%
FEML Fidelity Emerging Markets Limited 96.0% 84.0% 80.0% 94.0%
BARC Barclays PLC 96.0% 88.0% 78.0% 84.0%
Factor Interactions
Quality Momentum — Expensive
Strong quality (85th) and momentum (70th) but expensive (34th value). Premium priced — watch for mean reversion.
Volatility Expanding
60-day vol (20%) significantly exceeds 252-day (8%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
F
4.9% avg (6 factors)
Quality
C
59.2% avg (4 factors)
Momentum
D
44.3% avg (4 factors)
Risk
A
100.0% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.640—0
Value %ile0.340—0
Quality %ile0.850—1
Momentum %ile0.700—1
F-Score6.000—0
Confidence0.442—0
Volatility0.080—1
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
2173.43
Earnings Yield (E/P)
0.0005
Price / Sales
2040.93
Price / Book
102.06
Price / Cash Flow
498.29
FCF Yield
0.2%
Sales Yield (1/P·S)
0.0005
Shareholder Yield
Div + net buyback / mktcap
0.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
4.7%
Return on Assets
4.7%
Net Margin
93.9%
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.157
MomentumPrice trend strength over different horizons
6M Return
1.9%
12M Return
6.2%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
8.7%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.09
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
255.1%
Earnings Growth (YoY)
385.9%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
6
Dividend Yield
0.0%
Buyback Yield
0.2%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
76
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
33
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
34
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity