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U.K. (FTSE) Asset Management Industry Analysis

UpdatedNov 21, 2024
DataAggregated Company Financials
Companies141
  • 7D1.9%
  • 3M1.0%
  • 1Y22.9%
  • YTDn/a

Last week, the Asset Management industry hasn't moved much but 3i Group is up 4.1% in that time. As for the the longer term, the industry is up 24% over the past 12 months. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 21 Nov 2024UK£92.3bUK£50.9bUK£8.0b11.8x11.5x1.8x
Sat, 19 Oct 2024UK£95.1bUK£50.5bUK£7.7b12.1x12.4x1.9x
Mon, 16 Sep 2024UK£88.7bUK£50.4bUK£7.4b12.1x12x1.8x
Wed, 14 Aug 2024UK£86.7bUK£50.7bUK£7.6b12.4x11.4x1.7x
Fri, 12 Jul 2024UK£89.2bUK£40.7bUK£6.9b15.6x13x2.2x
Sun, 09 Jun 2024UK£86.0bUK£40.7bUK£6.8b16x12.6x2.1x
Tue, 07 May 2024UK£82.9bUK£41.2bUK£7.4b15.2x11.2x2x
Thu, 04 Apr 2024UK£80.4bUK£41.2bUK£7.3b15.2x11x2x
Sat, 02 Mar 2024UK£75.1bUK£41.6bUK£7.2b14.3x10.4x1.8x
Mon, 29 Jan 2024UK£81.2bUK£36.0bUK£7.4b14.5x10.9x2.3x
Wed, 27 Dec 2023UK£81.4bUK£36.0bUK£7.4b15.1x10.9x2.3x
Fri, 24 Nov 2023UK£75.6bUK£36.0bUK£7.5b13.1x10.1x2.1x
Sun, 22 Oct 2023UK£70.2bUK£36.1bUK£7.5b12.2x9.4x1.9x
Tue, 19 Sep 2023UK£74.3bUK£36.1bUK£7.5b13.3x9.9x2.1x
Thu, 17 Aug 2023UK£72.0bUK£36.2bUK£7.6b13.5x9.4x2x
Sat, 15 Jul 2023UK£67.0bUK£21.1bUK£7.3b13.8x9.2x3.2x
Mon, 12 Jun 2023UK£75.1bUK£18.2bUK£7.4b14.3x10.1x4.1x
Wed, 10 May 2023UK£71.9bUK£17.5bUK£6.6b14.3x10.8x4.1x
Fri, 07 Apr 2023UK£70.3bUK£17.5bUK£6.7b14.1x10.5x4x
Sun, 05 Mar 2023UK£76.6bUK£18.2bUK£7.2b13x10.6x4.2x
Tue, 31 Jan 2023UK£75.5bUK£18.5bUK£8.2b12.5x9.2x4.1x
Thu, 29 Dec 2022UK£69.0bUK£18.6bUK£8.2b12x8.4x3.7x
Sat, 26 Nov 2022UK£66.0bUK£18.7bUK£8.4b11.7x7.9x3.5x
Mon, 24 Oct 2022UK£57.3bUK£19.9bUK£9.7b9.4x5.9x2.9x
Wed, 21 Sep 2022UK£62.5bUK£19.9bUK£9.8b9.3x6.4x3.1x
Fri, 19 Aug 2022UK£69.3bUK£19.7bUK£9.8b9.7x7x3.5x
Sun, 17 Jul 2022UK£77.9bUK£44.3bUK£12.3b8.6x6.3x1.8x
Tue, 14 Jun 2022UK£78.8bUK£43.9bUK£12.2b8.2x6.5x1.8x
Thu, 12 May 2022UK£83.1bUK£42.2bUK£10.5b8.7x7.9x2x
Sat, 09 Apr 2022UK£91.4bUK£41.7bUK£10.4b9.4x8.8x2.2x
Mon, 07 Mar 2022UK£80.3bUK£44.6bUK£10.1b8.9x7.9x1.8x
Wed, 02 Feb 2022UK£95.0bUK£51.4bUK£11.0b10.1x8.6x1.8x
Fri, 31 Dec 2021UK£102.0bUK£51.4bUK£11.0b9.7x9.2x2x
Sun, 28 Nov 2021UK£101.7bUK£51.3bUK£10.9b10.7x9.3x2x
Price to Earnings Ratio

9.3x


Total Market Cap: UK£101.7bTotal Earnings: UK£10.9bTotal Revenue: UK£51.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 9.9x202220232024
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 11.6x which is higher than its 3-year average PE of 9.9x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 9.8% 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 Market0.73%
Financials1.92%
Capital Markets2.03%
Asset Management1.87%
Investment Banking and Brokerage2.60%
Financial Exchanges and Data2.19%
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£34.684.1%
+UK£1.3b		59.5%PE7.9x
PHLL Petershill PartnersUK£2.5515.2%
+UK£362.4m		74.1%PE10.1x
SDR SchrodersUK£3.103.5%
+UK£164.8m		-22.9%PE13x
STJ St. James's PlaceUK£8.343.0%
+UK£129.6m		24.7%PS0.2x
EMG Man GroupUK£2.061.7%
+UK£39.3m		-4.2%PE9.5x
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Latest News

N91

UK£1.56

Ninety One Group

7D

-2.0%

1Y

-13.7%

PHLL

UK£2.55

Petershill Partners

7D

15.2%

1Y

74.1%

CLDN

UK£33.40

Caledonia Investments

7D

-1.6%

1Y

-6.4%

JTC

UK£9.62

JTC

7D

-2.4%

1Y

27.6%

III

UK£34.68

3i Group

7D

4.1%

1Y

59.5%

3i Group (LON:III) Has Announced A Dividend Of £0.305

Nov 18
3i Group (LON:III) Has Announced A Dividend Of £0.305

ICG

UK£20.48

Intermediate Capital Group

7D

-1.4%

1Y

30.7%

Intermediate Capital Group's (LON:ICG) Dividend Will Be £0.263

Nov 16
Intermediate Capital Group's (LON:ICG) Dividend Will Be £0.263

SDR

UK£3.10

Schroders

7D

3.5%

1Y

-22.9%

ASHM

UK£1.66

Ashmore Group

7D

-3.2%

1Y

-5.4%

RAT

UK£16.76

Rathbones Group

7D

1.7%

1Y

5.4%

ABDN

UK£1.36

abrdn

7D

1.1%

1Y

-20.2%

QLT

UK£1.42

Quilter

7D

-1.7%

1Y

52.2%

IPO

UK£0.40

IP Group

7D

-11.2%

1Y

-22.2%

RCP

UK£18.92

RIT Capital Partners

7D

-1.4%

1Y

4.9%

STJ

UK£8.34

St. James's Place

7D

3.0%

1Y

24.7%

EMG

UK£2.06

Man Group

7D

1.7%

1Y

-4.2%

BPT

UK£3.32

Bridgepoint Group

7D

1.3%

1Y

56.0%