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U.K. (FTSE) Asset Management Industry Analysis

UpdatedApr 26, 2024
DataAggregated Company Financials
Companies150
  • 7D-0.3%
  • 3M1.6%
  • 1Y5.0%
  • YTDn/a

The Asset Management is pretty flat in the last 7 days, but Petershill Partners has stood out, gaining 9.1%. As for the the longer term, the industry is up 5.0% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Apr 2024UK£80.0bUK£41.3bUK£7.4b14.7x10.9x1.9x
Mon, 25 Mar 2024UK£79.6bUK£41.0bUK£7.1b16.5x11.2x1.9x
Wed, 21 Feb 2024UK£75.6bUK£35.1bUK£7.4b13.6x10.2x2.2x
Fri, 19 Jan 2024UK£78.9bUK£36.0bUK£7.4b14.8x10.6x2.2x
Sun, 17 Dec 2023UK£80.1bUK£36.0bUK£7.4b15.2x10.8x2.2x
Tue, 14 Nov 2023UK£72.9bUK£35.9bUK£7.4b12.4x9.9x2x
Thu, 12 Oct 2023UK£74.7bUK£36.1bUK£7.5b12.4x10x2.1x
Sat, 09 Sep 2023UK£71.6bUK£36.0bUK£7.7b13.6x9.4x2x
Mon, 07 Aug 2023UK£72.2bUK£33.4bUK£7.4b13.5x9.8x2.2x
Wed, 05 Jul 2023UK£66.9bUK£18.2bUK£7.4b14.1x9.1x3.7x
Fri, 02 Jun 2023UK£73.5bUK£18.2bUK£7.4b14.4x9.9x4x
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
Price to Earnings Ratio

10.7x


Total Market Cap: UK£89.3bTotal Earnings: UK£8.3bTotal Revenue: UK£39.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 9.6x202220232024
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 9.6x.
  • 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 4.0% 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 Market2.25%
Financials1.03%
Capital Markets-0.67%
Asset Management-0.27%
Investment Banking and Brokerage1.05%
Diversified Capital Markets0%
Financial Exchanges and Data-1.60%
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£28.791.6%
+UK£424.3m		62.9%PE6.2x
PHLL Petershill PartnersUK£2.0811.0%
+UK£230.6m		24.7%PE9.1x
RCP RIT Capital PartnersUK£19.507.5%
+UK£195.0m		-2.7%PE42.7x
ABDN abrdnUK£1.467.2%
+UK£175.6m		-31.3%PE2603.2x
HL. Hargreaves LansdownUK£7.555.1%
+UK£174.4m		-6.0%PE11.9x
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Latest News

III

UK£28.79

3i Group

7D

1.6%

1Y

62.9%

QLT

UK£1.08

Quilter

7D

9.6%

1Y

26.4%

SDR

UK£3.53

Schroders

7D

-3.6%

1Y

-27.2%

PHLL

UK£2.08

Petershill Partners

7D

11.0%

1Y

24.7%

EMG

UK£2.47

Man Group

7D

-1.6%

1Y

8.7%

BPT

UK£2.26

Bridgepoint Group

7D

-0.6%

1Y

-6.1%

LIO

UK£6.69

Liontrust Asset Management

7D

-2.6%

1Y

-22.2%

STJ

UK£4.35

St. James's Place

7D

2.9%

1Y

-63.9%

JUP

UK£0.76

Jupiter Fund Management

7D

-5.5%

1Y

-41.3%

IIG

UK£1.30

Intuitive Investments Group

7D

-3.7%

1Y

126.1%

ICG

UK£20.48

Intermediate Capital Group

7D

2.4%

1Y

57.4%

Intermediate Capital Group plc's (LON:ICP) Share Price Not Quite Adding Up

Apr 08
Intermediate Capital Group plc's (LON:ICP) Share Price Not Quite Adding Up

RCP

UK£19.50

RIT Capital Partners

7D

7.5%

1Y

-2.7%

ABDN

UK£1.46

abrdn

7D

7.2%

1Y

-31.3%

BRK

UK£18.10

Brooks Macdonald Group

7D

-3.7%

1Y

-5.0%

HL.

UK£7.55

Hargreaves Lansdown

7D

5.1%

1Y

-6.0%

IPX

UK£4.45

Impax Asset Management Group

7D

-2.7%

1Y

-43.3%