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U.K. (FTSE) Asset Management Industry Analysis

UpdatedMay 28, 2024
DataAggregated Company Financials
Companies151
  • 7D1.7%
  • 3M13.0%
  • 1Y13.5%
  • YTDn/a

In the last week, the Asset Management industry is up 1.7%, with Hargreaves Lansdown up 22%. This means that the industry has gained 13% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 May 2024UK£86.5bUK£40.6bUK£6.8b16.8x12.6x2.1x
Thu, 25 Apr 2024UK£80.6bUK£41.3bUK£7.4b14.9x10.9x2x
Sat, 23 Mar 2024UK£79.6bUK£40.9bUK£7.0b16.6x11.3x1.9x
Mon, 19 Feb 2024UK£76.1bUK£35.1bUK£7.4b14x10.3x2.2x
Wed, 17 Jan 2024UK£78.9bUK£36.0bUK£7.4b14.9x10.6x2.2x
Fri, 15 Dec 2023UK£80.7bUK£36.0bUK£7.4b15.2x10.8x2.2x
Sun, 12 Nov 2023UK£72.4bUK£35.9bUK£7.4b12.4x9.8x2x
Tue, 10 Oct 2023UK£72.8bUK£36.1bUK£7.5b12.6x9.7x2x
Thu, 07 Sep 2023UK£71.4bUK£36.1bUK£7.6b13.8x9.4x2x
Sat, 05 Aug 2023UK£72.3bUK£33.4bUK£7.4b13.5x9.8x2.2x
Mon, 03 Jul 2023UK£67.2bUK£18.2bUK£7.4b13.8x9.1x3.7x
Wed, 31 May 2023UK£74.0bUK£18.2bUK£7.5b13.6x9.9x4.1x
Fri, 28 Apr 2023UK£71.8bUK£17.5bUK£6.7b13.6x10.7x4.1x
Sun, 26 Mar 2023UK£70.0bUK£17.9bUK£7.0b13x10x3.9x
Tue, 21 Feb 2023UK£76.9bUK£18.6bUK£8.3b12.5x9.3x4.1x
Thu, 19 Jan 2023UK£73.0bUK£18.5bUK£8.2b12.8x8.9x3.9x
Sat, 17 Dec 2022UK£68.1bUK£18.5bUK£8.3b13x8.3x3.7x
Mon, 14 Nov 2022UK£67.4bUK£19.4bUK£9.2b10.7x7.3x3.5x
Wed, 12 Oct 2022UK£57.1bUK£20.0bUK£9.7b9.8x5.9x2.9x
Fri, 09 Sep 2022UK£64.7bUK£19.8bUK£9.8b9x6.6x3.3x
Sun, 07 Aug 2022UK£70.7bUK£24.8bUK£10.5b9.7x6.8x2.8x
Tue, 05 Jul 2022UK£76.1bUK£44.0bUK£12.1b9.1x6.3x1.7x
Thu, 02 Jun 2022UK£85.0bUK£43.5bUK£11.9b8.7x7.1x2x
Sat, 30 Apr 2022UK£87.1bUK£41.8bUK£10.4b8.5x8.4x2.1x
Mon, 28 Mar 2022UK£89.1bUK£41.7bUK£10.4b9.3x8.6x2.1x
Wed, 23 Feb 2022UK£89.3bUK£51.4bUK£10.9b9.7x8.2x1.7x
Fri, 21 Jan 2022UK£97.4bUK£51.4bUK£11.0b9.8x8.9x1.9x
Sun, 19 Dec 2021UK£99.3bUK£51.4bUK£11.0b10.8x9x1.9x
Tue, 16 Nov 2021UK£104.1bUK£51.1bUK£10.7b11.6x9.7x2x
Thu, 14 Oct 2021UK£96.7bUK£49.9bUK£9.7b11.6x10x1.9x
Sat, 11 Sep 2021UK£97.3bUK£49.9bUK£9.4b12.3x10.3x1.9x
Mon, 09 Aug 2021UK£99.5bUK£50.2bUK£9.7b13.7x10.3x2x
Price to Earnings Ratio

10.7x


Total Market Cap: UK£89.2bTotal Earnings: UK£8.4bTotal 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 12.6x 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 2.1x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 6.5% 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 Market-1.25%
Financials-0.45%
Capital Markets1.15%
Asset Management1.68%
Investment Banking and Brokerage0.95%
Financial Exchanges and Data0.28%
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
HL. Hargreaves LansdownUK£10.9021.7%
+UK£921.2m
36.2%PE17.1x
SDR SchrodersUK£3.956.6%
+UK£387.8m
-13.5%PE16x
QLT QuilterUK£1.197.3%
+UK£109.4m
45.5%PE38.3x
ABDN abrdnUK£1.593.6%
+UK£97.1m
-21.4%PE2826x
ICG Intermediate Capital GroupUK£23.201.1%
+UK£74.5m
72.1%PE16.2x
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Latest News

QLT

UK£1.19

Quilter

7D

7.3%

1Y

45.5%

LWDB

UK£8.81

Law Debenture

7D

-1.8%

1Y

9.3%

ABDN

UK£1.59

abrdn

7D

3.6%

1Y

-21.4%

HL.

UK£10.90

Hargreaves Lansdown

7D

21.7%

1Y

36.2%

BBGI

UK£1.32

BBGI Global Infrastructure

7D

-1.9%

1Y

-8.7%

EMG

UK£2.61

Man Group

7D

2.0%

1Y

18.2%

SDR

UK£3.95

Schroders

7D

6.6%

1Y

-13.5%

LIO

UK£8.36

Liontrust Asset Management

7D

10.7%

1Y

10.4%

STJ

UK£4.91

St. James's Place

7D

2.9%

1Y

-55.9%

PINT

UK£0.80

Pantheon Infrastructure

7D

-7.1%

1Y

-10.1%

RCP

UK£18.40

RIT Capital Partners

7D

-4.3%

1Y

-0.9%

BPCR

US$0.85

BioPharma Credit

7D

-2.5%

1Y

-8.0%