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Diversified Financials U.K. Investing Ideas
Ninety One Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Declining Margins And Rising Costs Will Impair Future Performance
Key Takeaways Ongoing net outflows and fee pressure may hinder revenue and profit growth despite increased assets under management. Successful execution of the Sanlam agreement is crucial for growth and overcoming challenges in profitability and competition.
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UK£1.63
FV
6.1% undervalued
intrinsic discount
6.27%
Revenue growth p.a.
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Plus500
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Diversifying Into Futures Will Expand Product Offerings
Key Takeaways Plus500's strategic focus on diversifying products and geographic markets is driving revenue growth and expanding its customer base. Enhancements in customer retention and engagement through proprietary technology support higher revenue, net margins, and sustained earnings growth.
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UK£31.23
FV
0.7% undervalued
intrinsic discount
-0.85%
Revenue growth p.a.
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12
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1 day ago
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AJ Bell
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Launch Of Ready-Made Pension And Improved Advisor Onboarding Will Attract More Users
Key Takeaways Strategic improvements in technology and user experience are likely to enhance customer growth and elevate AJ Bell's revenue and assets under administration. Investment in brand building and competitive pricing strategy should boost customer satisfaction and market share, supporting growth in revenues and potentially margins.
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UK£4.73
FV
9.1% undervalued
intrinsic discount
8.46%
Revenue growth p.a.
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1 day ago
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IntegraFin Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Focus On Pensions And Wealth Planning Will Sustain Strong Client Engagement
Key Takeaways Strategic digital enhancements and proprietary technology are poised to boost efficiency, competitive edge, and client retention, contributing to potential revenue growth. Focus on intergenerational wealth planning and handling of pensions could drive strong client engagement, sustaining platform retention and revenue stability.
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UK£3.69
FV
17.5% undervalued
intrinsic discount
7.55%
Revenue growth p.a.
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1
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2
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1 day ago
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Impax Asset Management Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Investments In AI And New Products May Broaden Revenue Streams, But Reliance On BNP Paribas Will Remain A Concern
Key Takeaways Expanding product range and strategic acquisitions aim to drive revenue growth and strengthen capabilities in new market segments. Investments in efficiency, AI, and private markets are likely to enhance margins and diversify revenue streams significantly.
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UK£2.90
FV
48.8% undervalued
intrinsic discount
-4.40%
Revenue growth p.a.
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1
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19
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1 day ago
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Pollen Street Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Fundraising Momentum And AUM Diversification Will Drive Future Value
Key Takeaways Strong fundraising and strategic AUM growth enhance revenue potential through increased management fees and net margins, supported by the fund's scalability. Progressive dividends and share buybacks boost shareholder value and EPS, aligning capital allocation with growth priorities.
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UK£9.96
FV
25.3% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
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6
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1 day ago
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OSB Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Technology Investments And Positive Housing Outlook Will Support Future Profitability
Key Takeaways Investment in technology and operational efficiencies could enhance growth through improved cost management and operational leverage, boosting future earnings. Focused lending strategies and capital management may lead to improved margins and shareholder returns, aided by positive macroeconomic conditions.
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UK£5.67
FV
15.4% undervalued
intrinsic discount
2.17%
Revenue growth p.a.
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29
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1 day ago
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Rathbones Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Integration With IW&I Will Unlock Significant Synergies By 2025
Key Takeaways Integration with Investec and Saunderson House aims to boost synergies, reduce outflows, and enhance revenue through increased funds under management. Investments in technology and cloud migration focus on operational efficiency and client service, supporting margin expansion and earnings growth.
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UK£20.82
FV
23.2% undervalued
intrinsic discount
0.37%
Revenue growth p.a.
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0
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1 day ago
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S&U
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Regulatory Engagements And Supreme Court Ruling Will Secure Resilience
Key Takeaways Improved lending criteria and technology investments at Advantage Finance suggest potential growth in lending activities, positively impacting revenue and earnings. Aspen Bridging's strong profit rise and increased debt indicate robust growth and favorable market conditions support long-term revenue and margin enhancement.
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UK£16.00
FV
10.0% undervalued
intrinsic discount
29.35%
Revenue growth p.a.
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1 day ago
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