HL:LSE:LSE-Hargreaves Lansdown plc (GBX)

COMMON STOCK | Asset Management |

Last Closing

USD 903.2

Change

+1.80 (+0.20)%

Market Cap

USD 3.85B

Volume

1.06M

Analyst Target

USD 1,810.38
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-16 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
FP:LSE Fondul Proprietatea S.A. GDR

-0.02 (-0.42%)

USD 264.18B
BHMU:LSE BH Macro Limited

-0.05 (-1.36%)

USD 177.57B
BPCR:LSE BioPharma Credit PLC

-0.01 (-0.71%)

USD 102.89B
MNTN:LSE Schiehallion Fund Ltd

-0.03 (-2.72%)

USD 90.36B
TFG:LSE Tetragon Financial Group Ltd

-0.10 (-0.97%)

USD 83.64B
RTW:LSE RTW Venture Fund Ltd

+0.03 (+2.10%)

USD 54.78B
TPOU:LSE Third Point Investors Limited

+0.10 (+0.45%)

USD 53.65B
SHIP:LSE Tufton Oceanic Assets Ltd

+0.01 (+0.42%)

USD 35.00B
TMI:LSE Taylor Maritime Investments Lt..

N/A

USD 34.01B
III:LSE 3I Group PLC

+112.00 (+3.77%)

USD 28.22B

ETFs Containing HL:LSE

N/A

Market Performance

  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 23.05% 96% N/A 90% A-
Dividend Return 0.02% 46% F 37% F
Total Return 23.07% 96% N/A 89% A-
Trailing 12 Months  
Capital Gain 12.98% 75% C 60% D-
Dividend Return 0.05% 63% D 50% F
Total Return 13.04% 74% C 59% D-
Trailing 5 Years  
Capital Gain -62.66% 13% F 11% F
Dividend Return 2.23% 36% F 30% F
Total Return -60.43% 15% F 11% F
Average Annual (5 Year Horizon)  
Capital Gain -11.32% 11% F 14% F
Dividend Return -10.74% 11% F 14% F
Total Return 0.58% 43% F 57% F
Risk Return Profile  
Volatility (Standard Deviation) 231.58% 16% F 9% A-
Risk Adjusted Return -4.64% 33% F 38% F
Market Capitalization 3.85B 98% N/A 81% B-

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

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.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

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.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

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.

What to not like:
Poor risk adjusted returns

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.

Overpriced on cashflow basis

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.