Stock Analysis Report

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Last Updated

2021/08/02 22:49 UTC

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Company Financials +

Executive Summary

Numis Corporation Plc, through its subsidiaries, provides a range of investment banking and corporate advisory services in the United Kingdom and the United States. More Details

Snowflake Analysis

Flawless balance sheet with solid track record and pays a dividend.

Share Price & News

How has Numis's share price performed over time and what events caused price changes?

Latest Share Price and Events

Stable Share Price: NUM is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: NUM's weekly volatility (4%) has been stable over the past year.

Market Performance

7 Day Return




GB Capital Markets


GB Market

1 Year Return




GB Capital Markets


GB Market

Return vs Industry: NUM exceeded the UK Capital Markets industry which returned 11.1% over the past year.

Return vs Market: NUM exceeded the UK Market which returned 22.5% over the past year.

Shareholder returns

7 Day1.4%1.2%0.9%
30 Day-0.6%0.8%1.6%
90 Day-3.2%4.5%6.5%
1 Year32.1%27.6%12.5%9.5%26.0%25.9%
3 Year-1.6%-13.2%43.6%29.0%25.0%24.9%
5 Year122.3%80.7%107.5%74.8%40.3%13.5%

Long-Term Price Volatility Vs. Market

How volatile is Numis's share price compared to the market and industry in the last 5 years?

Simply Wall St News


Is Numis undervalued compared to its fair value and its price relative to the market?


Undervalued compared to fair value

Share Price vs. Fair Value

Below Fair Value: NUM (£3.61) is trading below our estimate of fair value (£3.73)

Significantly Below Fair Value: NUM is trading below fair value, but not by a significant amount.

Price To Earnings Ratio

PE vs Industry: NUM is good value based on its PE Ratio (6.9x) compared to the UK Capital Markets industry average (13.9x).

PE vs Market: NUM is good value based on its PE Ratio (6.9x) compared to the UK market (23.5x).

Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate NUM's PEG Ratio to determine if it is good value.

Price to Book Ratio

PB vs Industry: NUM is overvalued based on its PB Ratio (2.1x) compared to the GB Capital Markets industry average (1.8x).

Future Growth

How is Numis forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?


Forecasted Diversified Financials industry annual growth in earnings

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Numis has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.

Past Performance

How has Numis performed over the past 5 years?


Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: NUM has a high level of non-cash earnings.

Growing Profit Margin: NUM's current net profit margins (26%) are higher than last year (8.5%).

Past Earnings Growth Analysis

Earnings Trend: NUM's earnings have grown by 2% per year over the past 5 years.

Accelerating Growth: NUM's earnings growth over the past year (456.1%) exceeds its 5-year average (2% per year).

Earnings vs Industry: NUM earnings growth over the past year (456.1%) exceeded the Capital Markets industry 24.9%.

Return on Equity

High ROE: NUM's Return on Equity (31.3%) is considered high.

Financial Health

How is Numis's financial position?

Financial Position Analysis

Short Term Liabilities: NUM's short term assets (£582.4M) exceed its short term liabilities (£418.0M).

Long Term Liabilities: NUM's short term assets (£582.4M) exceed its long term liabilities (£38.7M).

Debt to Equity History and Analysis

Debt Level: NUM is debt free.

Reducing Debt: NUM has not had any debt for past 5 years.

Debt Coverage: NUM has no debt, therefore it does not need to be covered by operating cash flow.

Interest Coverage: NUM has no debt, therefore coverage of interest payments is not a concern.

Balance Sheet


What is Numis's current dividend yield, its reliability and sustainability?


Current Dividend Yield

Dividend Yield vs Market

Notable Dividend: NUM's dividend (3.32%) is higher than the bottom 25% of dividend payers in the UK market (1.32%).

High Dividend: NUM's dividend (3.32%) is low compared to the top 25% of dividend payers in the UK market (3.93%).

Stability and Growth of Payments

Stable Dividend: NUM's dividends per share have been stable in the past 10 years.

Growing Dividend: NUM's dividend payments have increased over the past 10 years.

Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (23%), NUM's dividend payments are well covered by earnings.

Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.

Next Steps


How experienced are the management team and are they aligned to shareholders interests?


Average management tenure


Alex Ham (38 yo)





Mr. Alexander Burnell Ham, also known as Alex, has been Co-Chief Executive Officer of Numis Corporation Plc since September 1, 2016 and has been its Executive Director since July 1, 2016 and is its Head of...

CEO Compensation Analysis

Compensation vs Market: Alex's total compensation ($USD4.90M) is above average for companies of similar size in the UK market ($USD725.36K).

Compensation vs Earnings: Alex's compensation has increased by more than 20% in the past year.

Leadership Team

Experienced Management: NUM's management team is considered experienced (4.9 years average tenure).

Board Members

Experienced Board: NUM's board of directors are considered experienced (5.1 years average tenure).


Who are the major shareholders and have insiders been buying or selling?

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Company Information

Numis Corporation Plc's company bio, employee growth, exchange listings and data sources

Key Information

  • Name: Numis Corporation Plc
  • Ticker: NUM
  • Exchange: AIM
  • Founded: 1989
  • Industry: Investment Banking and Brokerage
  • Sector: Diversified Financials
  • Market Cap: UK£375.263m
  • Shares outstanding: 103.95m
  • Website:

Number of Employees


  • Numis Corporation Plc
  • The London Stock Exchange Building
  • 10 Paternoster Square
  • London
  • Greater London
  • EC4M 7LT
  • United Kingdom



Numis Corporation Plc, through its subsidiaries, provides a range of investment banking and corporate advisory services in the United Kingdom and the United States. The company offers research services wit...

Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/08/02 22:49
End of Day Share Price2021/08/02 00:00
Annual Earnings2020/09/30

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.