Valuation Polar Capital Holdings Plc

Equities

Market Closed - London S.E. Other stock markets 10:05:27 05/03/2026 pm IST			5-day change	1st Jan Change
633.00 ^GBX	-1.71%		-0.47%	+18.98%

02/03	Price targets raised for BP and Shell	AN
20/02	Inflation's Reality Check

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	606.5	-	-
Change	-	-10.19%	-25.66%	-0.54%	-5.7%	47.35%	-	-
Enterprise Value (EV) ¹	520.6	469.2	331.9	337.6	289.8	482.5	466.6	455.6
Change	-	-9.88%	-29.27%	1.73%	-14.16%	66.51%	-3.31%	-2.36%
P/E ratio	10.9x	12.8x	12.5x	10.9x	11.8x	10.6x	9.75x	8.68x
PBR	-	-	3.07x	3.23x	3.07x	4.22x	3.87x	3.49x
PEG	-	-0.5x	-0.5x	0.7x	-0.9x	0.2x	1.11x	0.7x
Capitalization / Revenue	3.26x	2.63x	2.4x	2.24x	1.85x	2.55x	2.47x	2.33x
EV / Revenue	2.58x	2.09x	1.81x	1.73x	1.3x	2.03x	1.9x	1.75x
EV / EBITDA	9.84x	-	-	6.97x	3.92x	6.14x	6.08x	5.42x
EV / EBIT	10.1x	6.76x	6.93x	7.54x	5.11x	6.3x	6.36x	5.68x
EV / FCF	-	-	7.47x	8.12x	4.54x	9.08x	7.72x	6.95x
FCF Yield	-	-	13.4%	12.3%	22%	11%	13%	14.4%
Dividend per Share ²	0.4	0.46	0.46	0.46	0.46	0.46	0.4702	0.46
Rate of return	5.75%	7.41%	10.2%	10.1%	10.8%	7.27%	7.43%	7.27%
EPS ²	0.64	0.487	0.361	0.418	0.361	0.5968	0.6491	0.7296
Distribution rate	62.5%	94.5%	127%	110%	127%	77.1%	72.4%	63.1%
Net sales ¹	201.5	224.1	182.9	195.1	222.1	238.3	245.3	260
EBITDA ¹	52.9	-	-	48.43	73.96	78.57	76.69	84.13
EBIT ¹	51.5	69.4	47.9	44.8	56.7	76.63	73.32	80.17
Net income ¹	62.72	48.92	35.61	40.79	35.31	59.26	68.86	75.59
Net Debt ¹	-136.7	-121.1	-107	-98.88	-121.8	-124	-139.9	-150.9
Reference price ²	6.960	6.210	4.525	4.555	4.270	6.330	6.330	6.330
Nbr of stocks (in thousands)	94,448	95,063	96,983	95,824	96,397	95,814	-	-
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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
POLAR CAPITAL HOLDINGS PLC	10.79x	2.07x	6.28x	7.14%	82Cr
BLACKROCK, INC.	19.9x	5.74x	12.68x	2.18%	16TCr
UBS GROUP AG	16.75x	-	-	2.54%	12TCr
BANK OF NEW YORK MELLON CORPORATION (THE)	14.23x	6.55x	-	1.88%	8.13TCr
BROOKFIELD ASSET MANAGEMENT LTD.	22.94x	11.92x	20.19x	4.25%	7.48TCr
AMERIPRISE FINANCIAL, INC.	10.95x	1.61x	5.1x	1.43%	4.28TCr
3I GROUP PLC	5.03x	4.92x	5x	2.65%	4.33TCr
STATE STREET CORPORATION	10.94x	4.53x	-	2.74%	3.53TCr
NORTHERN TRUST CORPORATION	14.45x	5.09x	16.34x	2.24%	2.7TCr
Average	14.00x	5.30x	10.93x	3%	6.57TCr
Weighted average by Cap.	16.32x	6.28x	12.68x	2.5%