Values as of: 2024-12-26
COMMON STOCK | Asset Management |
Last Closing
USD 355.6Change
0.00 (0.00)%Market Cap
USD 3.06BVolume
0.10MAnalyst Target
N/AVerdict
Verdict
Currency: GBX
Country : UK
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| FP:LSE | Fondul Proprietatea S.A. GDR |
N/A |
USD 264.18B |
| MNTN:LSE | Schiehallion Fund Ltd |
N/A |
USD 100.47B |
| RTW:LSE | RTW Venture Fund Ltd |
+0.02 (+1.06%) |
USD 46.33B |
| TMI:LSE | Taylor Maritime Investments Lt.. |
N/A |
USD 32.44B |
| AMIF:LSE | Amicorp FS (UK) PLC |
N/A |
USD 17.95B |
| USF:LSE | US Solar Fund Plc |
N/A |
USD 13.16B |
| ICG:LSE | Intermediate Capital Group PLC |
-16.00 (-0.77%) |
USD 5.96B |
| FCIT:LSE | F&C Investment Trust PLC |
-4.00 (-0.36%) |
USD 5.37B |
| MNG:LSE | M&G Plc |
+0.55 (+0.28%) |
USD 4.62B |
| JGGI:LSE | JP Morgan Global Growth & Inco.. |
+6.00 (+1.04%) |
USD 3.02B |
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 | 27.36% | 91% | A- | 86% | B+ | ||
| Dividend Return | 0.03% | 34% | F | 19% | F | ||
| Total Return | 27.40% | 90% | A- | 85% | B | ||
| Trailing 12 Months | |||||||
| Capital Gain | 23.13% | 88% | B+ | 81% | B- | ||
| Dividend Return | 0.03% | 33% | F | 19% | F | ||
| Total Return | 23.16% | 87% | B+ | 80% | B- | ||
| 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 | -7.16% | 17% | F | 16% | F | ||
| Dividend Return | -7.15% | 18% | F | 16% | F | ||
| Total Return | 0.01% | 16% | F | 18% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 39.15% | 38% | F | 23% | F | ||
| Risk Adjusted Return | -18.25% | 22% | F | 24% | F | ||
| Market Capitalization | 3.06B | 90% | A- | 61% | D- | ||
| 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.
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.
The company had positive total free cash flow in the most recent four quarters.
This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
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 company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.
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 stock is trading high compared to its peers on a price to earning basis and is above the sector median.
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.
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.
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.
