Values as of: 2024-05-15
COMMON STOCK | Asset Management |
Last Closing
USD 1260Change
+6.00 (+0.48)%Market Cap
USD 3.51BVolume
0.32MAnalyst Target
N/AVerdict
Verdict
Currency: GBX
Country : UK
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| III:LSE | 3I Group PLC |
-22.00 (-0.76%) |
USD 28.18B |
| LGEN:LSE | Legal & General Group PLC |
-1.20 (-0.48%) |
USD 15.12B |
| SMT:LSE | Scottish Mortgage Investment T.. |
-7.00 (-0.79%) |
USD 11.80B |
| PSH:LSE | Pershing Square Holdings Ltd |
-18.00 (-0.44%) |
USD 7.55B |
| SDR:LSE | Schroders PLC |
N/A |
USD 6.28B |
| ICP:LSE | Intermediate Capital Group PLC |
N/A |
USD 6.17B |
| FCIT:LSE | F&C Investment Trust PLC |
-8.00 (-0.79%) |
USD 5.18B |
| HL:LSE | Hargreaves Lansdown plc |
-9.50 (-0.89%) |
USD 5.08B |
| MNG:LSE | M&G Plc |
-2.20 (-1.09%) |
USD 4.80B |
| PCT:LSE | Polar Capital Technology Trust |
-70.00 (-2.29%) |
USD 3.69B |
N/A
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -88.67% | 1% | F | N/A | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -88.67% | 2% | F | N/A | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -87.21% | 1% | F | 1% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -87.21% | N/A | F | 1% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -83.76% | 5% | F | 5% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -83.76% | 5% | F | 5% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 9.54% | 71% | C- | 72% | C | ||
| Dividend Return | 10.02% | 67% | D+ | 72% | C | ||
| Total Return | 0.47% | 40% | F | 53% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 180.25% | 18% | F | 10% | F | ||
| Risk Adjusted Return | 5.56% | 44% | F | 46% | F | ||
| Market Capitalization | 3.51B | 97% | N/A | 80% | B- | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
