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U.K. (FTSE) Asset Management Industry Analysis

UpdatedJun 01, 2023
DataAggregated Company Financials
Companies185
  • 7D0.6%
  • 3M-3.4%
  • 1Y3.8%
  • YTD6.1%

The Asset Management industry has been flat over the last week, but Impax Asset Management Group has lost 16%. As for the the longer term, the industry is up 3.8% over the past 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jun 2023UK£73.5bUK£18.2bUK£7.5b13.6x9.8x4x
Sun, 30 Apr 2023UK£72.7bUK£17.5bUK£6.6b14.1x10.9x4.2x
Tue, 28 Mar 2023UK£70.8bUK£18.0bUK£7.0b13x10.1x3.9x
Thu, 23 Feb 2023UK£75.4bUK£18.4bUK£8.4b12.3x9x4.1x
Sat, 21 Jan 2023UK£72.6bUK£18.5bUK£8.2b12.6x8.8x3.9x
Mon, 19 Dec 2022UK£68.1bUK£18.5bUK£8.3b12.5x8.3x3.7x
Wed, 16 Nov 2022UK£66.5bUK£19.4bUK£9.2b11.3x7.2x3.4x
Fri, 14 Oct 2022UK£251.9bUK£19.9bUK£9.7b10x26x12.6x
Sun, 11 Sep 2022UK£65.2bUK£19.9bUK£9.9b9.1x6.6x3.3x
Tue, 09 Aug 2022UK£71.6bUK£24.8bUK£10.5b9.4x6.8x2.9x
Thu, 07 Jul 2022UK£76.7bUK£44.1bUK£12.1b8.9x6.3x1.7x
Sat, 04 Jun 2022UK£83.7bUK£43.5bUK£11.8b8.7x7.1x1.9x
Mon, 02 May 2022UK£87.1bUK£42.2bUK£10.6b8.6x8.2x2.1x
Wed, 30 Mar 2022UK£92.4bUK£41.6bUK£10.4b9.3x8.9x2.2x
Fri, 25 Feb 2022UK£218.2bUK£79.4bUK£11.0b9.7x19.9x2.7x
Sun, 23 Jan 2022UK£95.3bUK£51.4bUK£11.0b9.8x8.7x1.9x
Tue, 21 Dec 2021UK£97.8bUK£51.4bUK£11.0b10.9x8.9x1.9x
Thu, 18 Nov 2021UK£103.9bUK£51.2bUK£10.8b11.5x9.6x2x
Sat, 16 Oct 2021UK£97.8bUK£49.9bUK£9.7b11.9x10.1x2x
Mon, 13 Sep 2021UK£97.5bUK£49.9bUK£9.4b12.3x10.4x2x
Wed, 11 Aug 2021UK£100.1bUK£50.2bUK£9.7b13.9x10.4x2x
Sun, 06 Jun 2021UK£89.2bUK£39.6bUK£8.4b14.5x10.7x2.3x
Wed, 10 Mar 2021UK£80.2bUK£28.0bUK£6.0b16.2x13.5x2.9x
Tue, 01 Dec 2020UK£69.8bUK£20.9bUK£2.4b17.4x28.7x3.3x
Fri, 04 Sep 2020UK£65.9bUK£14.5bUK£1.6b18.1x40.3x4.5x
Mon, 08 Jun 2020UK£64.8bUK£25.8bUK£2.4b16x27.3x2.5x
Price to Earnings Ratio

27.3x


Total Market Cap: UK£64.8bTotal Earnings: UK£2.4bTotal Revenue: UK£25.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 13.8x202120222023
Current Industry PE
  • Investors are pessimistic on the British Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 9.8x which is lower than its 3-year average PE of 13.8x.
  • The 3-year average PS ratio of 3.0x is lower than the industry's current PS ratio of 4.0x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 46% per year over the last three years.
  • Meanwhile revenues for these companies have declined 11% per year.
  • This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.

Industry Comparison

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

GB Market-2.04%
Financials-1.11%
Capital Markets1.17%
Asset Management0.57%
Financial Exchanges and Data2.71%
Diversified Capital Markets0%
Investment Banking and Brokerage-1.34%
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£19.371.7%
+UK£314.6m
56.4%PE4.1x
ICP Intermediate Capital GroupUK£13.904.2%
+UK£159.6m
-9.8%PE17.7x
STJ St. James's PlaceUK£11.292.1%
+UK£128.7m
-9.5%PE15.2x
SDR SchrodersUK£4.561.0%
+UK£70.9m
-7.4%PE15x
HL. Hargreaves LansdownUK£8.051.7%
+UK£64.5m
-3.9%PE15.2x
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Latest News

IPX

UK£6.60

Impax Asset Management Group

7D

-15.8%

1Y

-9.6%

III

UK£19.37

3i Group

7D

1.7%

1Y

56.4%

TMI

US$1.02

Taylor Maritime Investments

7D

-6.4%

1Y

-29.2%

ORIT

UK£0.99

Octopus Renewables Infrastructure Trust

7D

-2.4%

1Y

-10.5%

JTC

UK£7.01

JTC

7D

-2.1%

1Y

-0.9%

GSEO

UK£0.96

VH Global Sustainable Energy Opportunities

7D

-2.6%

1Y

-15.2%

LWDB

UK£7.87

Law Debenture

7D

-1.9%

1Y

-1.4%

STJ

UK£11.29

St. James's Place

7D

2.1%

1Y

-9.5%

CLDN

UK£34.30

Caledonia Investments

7D

-0.6%

1Y

-9.7%

N91

UK£1.67

Ninety One Group

7D

3.9%

1Y

-22.4%

HL.

UK£8.05

Hargreaves Lansdown

7D

1.7%

1Y

-3.9%

RAT

UK£20.00

Rathbones Group

7D

3.1%

1Y

-2.9%

SDR

UK£4.56

Schroders

7D

1.0%

1Y

-7.4%

GROW

UK£3.00

Molten Ventures

7D

10.5%

1Y

-42.8%