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RICA

Ruffer Investment Company Limited
Chart
294.50 GBp
Latest Week 2026-07-10
Financial ServicesAsset ManagementSMALL
Snapshot 2026-07-12 · 0.6w · Fresh
0.92
OS Score
73.0%
Value
87.0%
Quality
73.0%
Momentum
6/9
F-Score
0.797
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
7 of 23 passing
★
OS Composite
OS 0.920
↗
Trending Value
✗
◆
Quality × Value
QV 0.797
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
Rev +255%
🔄
Shareholder Yield
20.0%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
Val 73%
🛡
Low Volatility
Vol 8%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.52
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
73.0%ile
P/E
20.8×
P/S
19.5×
P/B
1.0×
FCF Yield
0.128
SH Yield
0.200
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
77.00000000
/100 — 1=cheapest
VC2 (Trending Value)
26.00000000
/100
VC3 (Buyback)
26.00000000
/100
FCF yield of 12.8% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
87.0%ile
ROE
0.046
ROA
0.046
Net Margin
0.939
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
2.551
Earn Growth
3.859
Accruals
-0.155
lower=better
5yr Consist
No
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
73.0%ile
6M Return
-0.5%
12M Return
4.5%
12-1 Mom
5.7%
Risk-Adj
0.69
Vol 252d
8.2%
Vol 60d
17.4%
↑ Expanding
Max DD 12M
-6.6%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (17%) is expanding vs long-term (8%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.92
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 185 peers
Sector Value %ile
69.4%
Sector Quality %ile
90.9%
P/E z-score
0.23
P/B z-score
-0.32
Sector Avg OS
55.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CRE Conduit Holdings Limited 98.0% 98.0% 84.0% 82.0%
BGEO Lion Finance Group PLC 97.0% 93.0% 71.0% 94.0%
BEZ Beazley plc 97.0% 88.0% 88.0% 90.0%
JUP Jupiter Fund Management Plc 97.0% 90.0% 86.0% 89.0%
FEML Fidelity Emerging Markets Limited 96.0% 84.0% 80.0% 96.0%
PEEL Peel Hunt Limited 96.0% 96.0% 84.0% 74.0%
STAN Standard Chartered PLC 96.0% 89.0% 78.0% 94.0%
LRE Lancashire Holdings Limited 96.0% 96.0% 80.0% 75.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (73th) and quality (87th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (73th value) with strong momentum (73th). The market is starting to recognise the value.
Strong Capital Return
Shareholder yield 20.0% backed by 12.8% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (17%) significantly exceeds 252-day (8%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
71.7% avg (5 factors)
Quality
C
59.0% avg (4 factors)
Momentum
D
39.6% 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
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.920—6—
Value %ile0.730—6—
Quality %ile0.870—6—
Momentum %ile0.730—1—
F-Score6.000—0—
Confidence0.585—0—
Volatility0.082—1—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
20.80
Price / Sales
19.53
Price / Book
0.96
Price / Cash Flow
4.77
FCF Yield
12.8%
Sales Yield (1/P·S)
0.0311
Shareholder Yield
Div + net buyback / mktcap
20.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
4.6%
Return on Assets
4.6%
Net Margin
93.9%
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.155
MomentumPrice trend strength over different horizons
6M Return
-0.5%
12M Return
4.5%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
5.7%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.69
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
2.1%
Buyback Yield
17.9%
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
77
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
26
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
26
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
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity