IGQ:F:F-3I GROUP PLC ADR 1/2 (EUR)

COMMON STOCK | Asset Management |

Last Closing

USD 19

Change

+0.60 (+3.26)%

Market Cap

USD 36.16B

Volume

250.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-25 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BBN1:F Blackstone Group Inc

-1.80 (-1.30%)

USD 173.06B
BLQA:F BlackRock Inc

+3.90 (+0.46%)

USD 123.29B
KR51:F KKR & Co LP

+0.20 (+0.17%)

USD 110.08B
IVS:F INVESTOR A (FRIA) O.N.

-0.15 (-0.55%)

USD 85.58B
IVSD:F INVESTOR B (FRIA) O.N.

+0.53 (+1.91%)

USD 81.86B
K7X:F BROOKFIELD CORP. CL.A

-0.40 (-0.83%)

USD 70.52B
N7I:F APOLLO GL.M.NEW DL-00001

+0.30 (+0.27%)

USD 63.53B
0QN:F Ares Management Corp Class A

+2.76 (+1.98%)

USD 44.15B
A4S:F Ameriprise Financial Inc

+1.50 (+0.36%)

USD 39.97B
6EQ:F EQT AB

-0.04 (-0.13%)

USD 37.57B

ETFs Containing IGQ:F

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 39.71% 92% A 91% A-
Dividend Return 1.62% 22% F 30% F
Total Return 41.32% 90% A- 85% B
Trailing 12 Months  
Capital Gain 82.69% 96% N/A 95% A
Dividend Return 3.67% 27% F 39% F
Total Return 86.37% 94% A 89% A-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 19.46% 93% A 85% B
Dividend Return 19.47% 91% A- 80% B-
Total Return 0.01% 1% F 1% F
Risk Return Profile  
Volatility (Standard Deviation) 30.02% 27% F 40% F
Risk Adjusted Return 64.85% 96% N/A 88% B+
Market Capitalization 36.16B 96% N/A 95% A

Annual Financials (EUR)

Quarterly Financials (EUR)

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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 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.

What to not like:
Overpriced compared to book value

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

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.