Softcat plc

10-Year Study

SCT.LSE · Technology · GB · Common Stock

Executive Summary: Softcat plc has compounded at 24.0% annually over the last 10 years, with a maximum drawdown of 45.8% and an annualized volatility of 41.8%.

1Y CAGR
-27.0%
3Y CAGR
+1.4%
5Y CAGR
-4.0%
10Y CAGR
+24.0%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
45.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.75
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.84
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
37.8%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +101.9%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -32.5%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20260.9-20.36.67.9————————-7.5%
20255.2-6.04.86.37.2-4.1-4.9-1.3-2.11.3-7.3-2.1-4.2%
20246.31.58.2-0.75.89.5-10.5-4.0-0.69.2-4.7-3.415.3%
20231.90.27.23.82.13.75.90.3-3.0-13.32.47.318.2%
2022-9.0-5.19.4-16.50.8-7.75.9-7.1-8.2-5.915.9-6.6-32.5%
20219.9-3.023.86.1-4.6-2.98.89.4-4.2-4.1-3.1-2.434.2%
20200.3-8.6-1.878.71.4-4.915.79.7-12.7-6.83.021.299.8%
201918.29.19.59.90.36.8-1.89.0-3.7-6.122.72.3101.9%
20181.210.817.60.911.30.05.55.2-6.5-18.9-3.1-2.318.0%
20175.34.022.94.65.6-9.41.4-0.45.627.60.30.284.3%
2016———2.110.9-6.24.6-4.8-3.21.3-1.7-2.1-0.2%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 41.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 50.5% of variance. Idiosyncratic stock-specific factors contribute 18.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110207.997695980539
2016-05-0111324.803880576941
2016-06-0110624.00039764803
2016-07-0111113.597223481118
2016-08-0110575.997555634178
2016-09-0110239.999590656444
2016-10-0110367.999859653639
2016-11-0110195.96591922482
2016-12-019982.705234626957
2017-01-0110514.172058793432
2017-02-0110933.924639850768
2017-03-0113435.328103482052
2017-04-0114049.124150977603
2017-05-0114833.419100555246
2017-06-0113445.554382753773
2017-07-0113639.92678598057
2017-08-0113581.953504419449
2017-09-0114338.96862966396
2017-10-0118294.55046767502
2017-11-0118358.013338752262
2017-12-0118393.385008084537
2018-01-0118605.622333784588
2018-02-0120621.814795430557
2018-03-0124241.274403454863
2018-04-0124454.54239775914
2018-05-0127227.004394595497
2018-06-0127227.004394595497
2018-07-0128719.873045019023
2018-08-0130212.734385736137
2018-09-0128257.789954124288
2018-10-0122926.133954755842
2018-11-0122221.112771226657
2018-12-0121704.34576665663
2019-01-0125653.94095511548
2019-02-0127979.407095093433
2019-03-0130637.084772127215
2019-04-0133655.73037124538
2019-05-0133748.49785533214
2019-06-0136049.11099350607
2019-07-0135399.74591460509
2019-08-0138590.91520448173
2019-09-0137180.85821801054
2019-10-0134898.804424419104
2019-11-0142832.006865276264
2019-12-0143821.024762361456
2020-01-0143935.14389888045
2020-02-0140169.270871404726
2020-03-0139446.530959530544
2020-04-0170499.29680624309
2020-05-0171497.51762370217
2020-06-0168003.74110774216
2020-07-0178672.221068913
2020-08-0186283.65023347204
2020-09-0175303.22855112849
2020-10-0170187.34777536396
2020-11-0172269.65653151508
2020-12-0187564.82247647007
2021-01-0196232.08025472866
2021-02-0193300.5078784016
2021-03-01115542.22671200636
2021-04-01122602.92797600078
2021-05-01116974.8341427615
2021-06-01113585.18439465397
2021-07-01123626.21377674986
2021-08-01135202.17916967583
2021-09-01129574.08533643656
2021-10-01124265.76922964466
2021-11-01120351.73576288483
2021-12-01117486.22120341161
2022-01-01106935.90264640612
2022-02-01101465.369534898
2022-03-01110973.67482332441
2022-04-0192639.43995953347
2022-05-0193359.0951753014
2022-06-0186162.52839820941
2022-07-0191265.55140039355
2022-08-0184788.63983906951
2022-09-0177853.76786126762
2022-10-0173274.13445766365
2022-11-0184913.78201285924
2022-12-0179351.15391025436
2023-01-0180825.58748110442
2023-02-0181026.64826569907
2023-03-0186857.34523158612
2023-04-0190153.6134802682
2023-05-0192041.64485937587
2023-06-0195480.5620287067
2023-07-01101144.66347573618
2023-08-01101414.38433266767
2023-09-0198380.0447938809
2023-10-0185298.66729432679
2023-11-0187387.19661063534
2023-12-0193801.57363359658
2024-01-0199733.13723827596
2024-02-01101250.51533430211
2024-03-01109527.12778243975
2024-04-01108782.54646780368
2024-05-01115091.79529313385
2024-06-01125976.98612032946
2024-07-01112734.49538172751
2024-08-01108227.8859451889
2024-09-01107603.8928572473
2024-10-01117518.42776986706
2024-11-01112001.94584384713
2024-12-01108169.18169298649
2025-01-01113847.3543248609
2025-02-01107033.54570467032
2025-03-01112214.87759165642
2025-04-01119325.2702398461
2025-05-01127894.40982892366
2025-06-01122610.1061076983
2025-07-01116611.7098572853
2025-08-01115112.10896725545
2025-09-01112684.18998219357
2025-10-01114112.37504056889
2025-11-01105771.45179541009
2025-12-01103578.53987152461
2026-01-01104528.80170520832
2026-02-0183330.65310764858
2026-03-0188812.93291736231
2026-04-0195830.2510737959
Annual Return Matrix
YearAnnual Return
20170.8425251047465068
20180.1800082343253735
20191.0189977266986614
20200.998237671330791
20210.34170569734189593
2022-0.3245918278972604
20230.18210724118373323
20240.15317022415329618
2025-0.042439461495524355
2026-0.0748059280169372
Total Factor Risk
0.41776807353569156
VTI.US Exposure
0.21694369572894737
VEA.US Exposure
0.02232345652761291
VWO.US Exposure
-0.012422930176273881
QQQ.US Exposure
-0.03878374671569171
VTV.US Exposure
0.00208703246738677
IJR.US Exposure
-0.020334241363896156
QUAL.US Exposure
0.018914270105789832
SHV.US Exposure
0.5051010814448341
TLT.US Exposure
0.04380962990061843
LQD.US Exposure
-0.007408849624537151
HYG.US Exposure
0.003052957485167875
GLD.US Exposure
0.00047319638584036714
USO.US Exposure
0.015312975397303686
VNQ.US Exposure
0.01826366345476245
BTC-USD.CC Exposure
0.004524827339277316
CPER.US Exposure
0.0028959662331979287
VIX.INDX Exposure
0.010842336654524939
UUP.US Exposure
0.00021012145314129558
TIP.US Exposure
0.02644034832820943
Idiosyncratic Exposure
0.1877542089737843
Value Score
42.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
29.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
41.8%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →17.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.47%
Market Cap$2.4B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$7
Avg Yield on Cost
0.07%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$7.240.07%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+11.1%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-8.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
28.9% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.48
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Softcat plc a high-risk investment?

Softcat plc (SCT.LSE) has an annualized volatility of 41.8% and experienced a maximum drawdown of 45.8% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of SCT.LSE?

Over the past 10 years, SCT.LSE has generated a Compound Annual Growth Rate (CAGR) of 24.0%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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