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U.K. (FTSE) Asset Management Industry Analysis

UpdatedMar 17, 2024
DataAggregated Company Financials
Companies151
  • 7D-0.5%
  • 3M-1.3%
  • 1Y8.6%
  • YTDn/a

The Asset Management industry has been flat over the last week, but St. James's Place has lost 9.6%. As for the the longer term, the industry is up 8.6% over the past 12 months. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

Has the U.K. Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 Mar 2024UK£76.9bUK£40.9bUK£7.1b16.7x10.9x1.9x
Tue, 13 Feb 2024UK£75.2bUK£35.1bUK£7.4b13.6x10.1x2.1x
Thu, 11 Jan 2024UK£91.1bUK£36.0bUK£7.4b15x12.2x2.5x
Sat, 09 Dec 2023UK£79.2bUK£36.1bUK£7.5b14.4x10.6x2.2x
Mon, 06 Nov 2023UK£72.8bUK£35.9bUK£7.5b12.4x9.8x2x
Wed, 04 Oct 2023UK£73.7bUK£36.2bUK£7.5b12.5x9.9x2x
Fri, 01 Sep 2023UK£72.2bUK£36.2bUK£7.7b13.7x9.4x2x
Sun, 30 Jul 2023UK£74.9bUK£33.7bUK£7.6b13.8x9.9x2.2x
Tue, 27 Jun 2023UK£65.2bUK£18.2bUK£7.4b13.5x8.8x3.6x
Thu, 25 May 2023UK£73.1bUK£18.3bUK£7.6b13.8x9.6x4x
Sat, 22 Apr 2023UK£71.4bUK£17.5bUK£6.7b13.8x10.7x4.1x
Mon, 20 Mar 2023UK£69.2bUK£18.0bUK£7.0b13x9.9x3.8x
Wed, 15 Feb 2023UK£77.2bUK£18.5bUK£8.3b12.6x9.3x4.2x
Fri, 13 Jan 2023UK£72.3bUK£18.5bUK£8.2b13.1x8.8x3.9x
Sun, 11 Dec 2022UK£64.2bUK£18.5bUK£8.2b13.1x7.8x3.5x
Tue, 08 Nov 2022UK£62.3bUK£19.9bUK£9.7b10x6.4x3.1x
Thu, 06 Oct 2022UK£59.8bUK£19.9bUK£9.7b10.3x6.2x3x
Sat, 03 Sep 2022UK£65.0bUK£19.8bUK£9.9b8.9x6.6x3.3x
Mon, 01 Aug 2022UK£75.6bUK£26.1bUK£11.8b9.4x6.4x2.9x
Wed, 29 Jun 2022UK£79.5bUK£43.7bUK£12.1b9.1x6.5x1.8x
Fri, 27 May 2022UK£82.8bUK£43.5bUK£11.8b8.6x7x1.9x
Sun, 24 Apr 2022UK£89.2bUK£41.8bUK£10.4b9.1x8.6x2.1x
Tue, 22 Mar 2022UK£89.7bUK£41.6bUK£10.4b9.5x8.6x2.2x
Thu, 17 Feb 2022UK£93.3bUK£51.4bUK£10.9b9.7x8.5x1.8x
Sat, 15 Jan 2022UK£97.7bUK£51.4bUK£11.0b9.8x8.9x1.9x
Mon, 13 Dec 2021UK£99.5bUK£51.4bUK£11.0b10.5x9x1.9x
Wed, 10 Nov 2021UK£102.1bUK£50.1bUK£9.8b11.4x10.5x2x
Fri, 08 Oct 2021UK£96.1bUK£49.9bUK£9.7b11.6x9.9x1.9x
Sun, 05 Sep 2021UK£100.3bUK£50.2bUK£9.7b12.8x10.4x2x
Tue, 03 Aug 2021UK£98.4bUK£50.2bUK£9.7b13.6x10.2x2x
Fri, 07 May 2021UK£89.3bUK£39.6bUK£8.3b14.5x10.7x2.3x
Price to Earnings Ratio

10x


Total Market Cap: UK£83.2bTotal Earnings: UK£8.3bTotal Revenue: UK£39.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 9.5x202220232024
Current Industry PE
  • Investors are optimistic on the British Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 10.9x which is higher than its 3-year average PE of 9.5x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 5.3% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.K. Asset Management compare with similar industries?

GB Market0.70%
Financials1.35%
Capital Markets0.60%
Asset Management-0.54%
Investment Banking and Brokerage3.77%
Financial Exchanges and Data1.90%
Diversified Capital Markets0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
III 3i GroupUK£25.551.3%
+UK£308.6m
72.3%PE5.5x
ICP Intermediate Capital GroupUK£19.751.3%
+UK£73.0m
70.8%PE13.8x
GROW Molten VenturesUK£2.563.9%
+UK£54.4m
-13.7%PB0.4x
EMG Man GroupUK£2.541.6%
+UK£46.5m
13.2%PE16.2x
CGEO Georgia CapitalUK£13.749.0%
+UK£43.8m
84.2%PE3x
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Latest News

CGEO

UK£13.74

Georgia Capital

7D

9.0%

1Y

84.2%

EMG

UK£2.54

Man Group

7D

1.6%

1Y

13.2%

IPO

UK£0.48

IP Group

7D

-6.0%

1Y

-13.0%

QLT

UK£1.02

Quilter

7D

2.6%

1Y

24.8%

RAT

UK£15.12

Rathbones Group

7D

-2.7%

1Y

-17.6%

ICP

UK£19.75

Intermediate Capital Group

7D

1.3%

1Y

70.8%

RCP

UK£17.50

RIT Capital Partners

7D

-1.2%

1Y

-6.1%

ABDN

UK£1.40

abrdn

7D

-8.4%

1Y

-30.0%

STJ

UK£4.25

St. James's Place

7D

-9.6%

1Y

-62.7%

HL.

UK£7.02

Hargreaves Lansdown

7D

-5.5%

1Y

-8.6%

III

UK£25.55

3i Group

7D

1.3%

1Y

72.3%

GROW

UK£2.56

Molten Ventures

7D

3.9%

1Y

-13.7%

JTC

UK£8.08

JTC

7D

2.2%

1Y

26.2%

N91

UK£1.68

Ninety One Group

7D

1.3%

1Y

-4.7%

PHLL

UK£1.71

Petershill Partners

7D

-2.2%

1Y

11.9%