5Y30 Stock Overview
A closed-ended equity mutual fund launched and managed by Polar Capital LLP.
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 4/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
Polar Capital Global Financials Trust plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£2.06 |
| 52 Week High | UK£2.08 |
| 52 Week Low | UK£1.48 |
| Beta | 0.98 |
| 11 Month Change | 0.98% |
| 3 Month Change | 6.19% |
| 1 Year Change | 29.56% |
| 33 Year Change | 4.57% |
| 5 Year Change | n/a |
| Change since IPO | 7.85% |
Recent News & Updates
Recent updates
Shareholder Returns
| 5Y30 | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 0% | 1.4% | 1.5% |
| 1Y | 29.6% | 28.7% | 12.6% |
Return vs Industry: 5Y30 matched the German Capital Markets industry which returned 30% over the past year.
Return vs Market: 5Y30 exceeded the German Market which returned 11.2% over the past year.
Price Volatility
| 5Y30 volatility | |
|---|---|
| 5Y30 Average Weekly Movement | 2.9% |
| Capital Markets Industry Average Movement | 4.9% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in DE Market | 11.7% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: 5Y30 has not had significant price volatility in the past 3 months.
Volatility Over Time: 5Y30's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | n/a | n/a | www.polarcapitalglobalfinancialstrust.com |
Polar Capital Global Financials Trust plc is a closed-ended equity mutual fund launched and managed by Polar Capital LLP. It invests in the public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the financials sector.
Polar Capital Global Financials Trust plc Fundamentals Summary
| 5Y30 fundamental statistics | |
|---|---|
| Market cap | €640.49m |
| Earnings (TTM) | €138.93m |
| Revenue (TTM) | €151.94m |
4.6x
P/E Ratio4.2x
P/S RatioIs 5Y30 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 5Y30 income statement (TTM) | |
|---|---|
| Revenue | UK£126.59m |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£126.59m |
| Other Expenses | UK£10.84m |
| Earnings | UK£115.76m |
Last Reported Earnings
May 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.38 |
| Gross Margin | 100.00% |
| Net Profit Margin | 91.44% |
| Debt/Equity Ratio | 12.2% |
How did 5Y30 perform over the long term?
See historical performance and comparison