Valuation Polar Capital Holdings Plc

Equities

Market Closed - London S.E. Other stock markets 09:05:29 09/07/2025 pm IST			5-day change	1st Jan Change
487.50 ^GBX	-1.02%		+2.09%	-4.04%

07/07	RBC cuts Currys; Peel Hunt raises Berkeley	AN
01/07	Deutsche keeps AJ Bell and Man Group at 'buy'	AN

Data adjusted to current consolidation scope

Fiscal Period: March	2021	2022	2023	2024	2025	2026	2027	2028
Capitalization ¹	657.4	590.3	438.8	436.5	411.6	470	-	-
Change	-	-10.19%	-25.66%	-0.54%	-5.7%	14.18%	-	-
Enterprise Value (EV) ¹	520.6	469.2	331.9	337.6	289.8	365.6	365.7	347.9
Change	-	-9.88%	-29.27%	1.73%	-14.16%	26.17%	0.02%	-4.87%
P/E ratio	10.9x	12.8x	12.5x	10.9x	11.8x	11.6x	10.8x	9.88x
PBR	-	-	3.07x	3.23x	3.07x	3.32x	3.76x	2.83x
PEG	-	-0.5x	-0.5x	0.7x	-0.9x	0.7x	1.57x	1.06x
Capitalization / Revenue	3.26x	2.63x	2.4x	2.24x	1.85x	2.43x	2.37x	2.2x
EV / Revenue	2.58x	2.09x	1.81x	1.73x	1.3x	1.89x	1.84x	1.63x
EV / EBITDA	9.84x	-	-	6.97x	3.92x	6.8x	6.56x	5.57x
EV / EBIT	10.1x	6.76x	6.93x	7.54x	5.11x	7.28x	6.9x	5.88x
EV / FCF	-	-	7.47x	8.12x	4.54x	8.25x	8.14x	7.05x
FCF Yield	-	-	13.4%	12.3%	22%	12.1%	12.3%	14.2%
Dividend per Share ²	0.4	0.46	0.46	0.46	0.46	0.46	0.4477	0.46
Rate of return	5.75%	7.41%	10.2%	10.1%	10.8%	9.44%	9.18%	9.44%
EPS ²	0.64	0.487	0.361	0.418	0.361	0.4221	0.4512	0.4934
Distribution rate	62.5%	94.5%	127%	110%	127%	109%	99.2%	93.2%
Net sales ¹	201.5	224.1	182.9	195.1	222.1	193.5	198.7	213.3
EBITDA ¹	52.9	-	-	48.43	73.96	53.73	55.72	62.44
EBIT ¹	51.5	69.4	47.9	44.8	56.7	50.21	52.97	59.13
Net income ¹	62.72	48.92	35.61	40.79	35.31	40.53	44.15	48.46
Net Debt ¹	-136.7	-121.1	-107	-98.88	-121.8	-104.3	-104.3	-122.1
Reference price ²	6.960	6.210	4.525	4.555	4.270	4.875	4.875	4.875
Nbr of stocks (in thousands)	94,448	95,063	96,983	95,824	96,397	96,405	-	-
Announcement Date	01/07/21	27/06/22	26/06/23	27/06/24	30/06/25	-	-	-

¹GBP in Million²GBP

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
POLAR CAPITAL HOLDINGS PLC	11.67x	1.91x	6.89x	9.34%	64Cr
BLACKROCK, INC.	25.72x	7.11x	16.82x	1.96%	17TCr
UBS GROUP AG	17.67x	2.39x	-	2.9%	11TCr
BROOKFIELD ASSET MANAGEMENT LTD.	32.48x	16.62x	30.09x	3.17%	8.91TCr
BANK OF NEW YORK MELLON CORPORATION (THE)	13.66x	6.17x	-	2.16%	6.63TCr
3I GROUP PLC	7.22x	7.16x	6.23x	1.95%	5.5TCr
AMERIPRISE FINANCIAL, INC.	15.91x	2.32x	7.3x	1.16%	5.1TCr
STATE STREET CORPORATION	11.5x	5.65x	-	2.92%	3.11TCr
NORTHERN TRUST CORPORATION	15.62x	4.99x	-	2.45%	2.45TCr
Average	16.83x	6.03x	13.47x	3.11%	6.58TCr
Weighted average by Cap.	20.18x	7.00x	17.12x	2.34%