XZF Stock Overview
Polar Capital Holdings plc is a publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 5/6 |
My Notes
Capture your thoughts, links and company narrative
Polar Capital Holdings Plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£5.85 |
| 52 Week High | UK£7.35 |
| 52 Week Low | UK£4.84 |
| Beta | 1.17 |
| 1 Month Change | -3.31% |
| 3 Month Change | -4.88% |
| 1 Year Change | 15.84% |
| 3 Year Change | -26.42% |
| 5 Year Change | n/a |
| Change since IPO | -23.03% |
Recent News & Updates
Recent updates
Shareholder Returns
| XZF | DE Capital Markets | DE Market | |
|---|---|---|---|
| 7D | 1.7% | 4.2% | 2.6% |
| 1Y | 15.8% | 28.8% | 13.4% |
Return vs Industry: XZF underperformed the German Capital Markets industry which returned 28.8% over the past year.
Return vs Market: XZF exceeded the German Market which returned 13.4% over the past year.
Price Volatility
| XZF volatility | |
|---|---|
| XZF Average Weekly Movement | 3.7% |
| Capital Markets Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 11.5% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: XZF has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: XZF's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 204 | Gavin Rochussen | www.polarcapital.co.uk |
Polar Capital Holdings plc is a publicly owned investment manager. The firm provides its services to professional and institutional investors. It launches and manages equity and balanced mutual funds.
Polar Capital Holdings Plc Fundamentals Summary
| XZF fundamental statistics | |
|---|---|
| Market cap | €583.38m |
| Earnings (TTM) | €49.51m |
| Revenue (TTM) | €251.95m |
11.8x
P/E Ratio2.3x
P/S RatioIs XZF overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| XZF income statement (TTM) | |
|---|---|
| Revenue | UK£212.74m |
| Cost of Revenue | UK£25.18m |
| Gross Profit | UK£187.56m |
| Other Expenses | UK£145.75m |
| Earnings | UK£41.81m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.43 |
| Gross Margin | 88.16% |
| Net Profit Margin | 19.65% |
| Debt/Equity Ratio | 0% |
How did XZF perform over the long term?
See historical performance and comparisonDividends
9.0%
Current Dividend Yield106%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/19 08:10 |
| End of Day Share Price | 2025/01/17 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2024/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Polar Capital Holdings Plc is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Catherine Heath | Altium Capital Limited |
| null null | Canaccord Genuity |
| Keith Baird | Cantor Fitzgerald Europe |