RATL Stock Overview
Provides individual wealth management, asset management, and related services for private clients, charities, trustees, and professional partners in the United Kingdom, Channel Island, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
My Notes
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Rathbones Group Plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£17.26 |
| 52 Week High | UK£20.05 |
| 52 Week Low | UK£14.64 |
| Beta | 0.68 |
| 1 Month Change | 6.81% |
| 3 Month Change | 4.10% |
| 1 Year Change | 10.36% |
| 3 Year Change | -6.50% |
| 5 Year Change | -13.00% |
| Change since IPO | 28.61% |
Recent News & Updates
Recent updates
Shareholder Returns
| RATL | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | 1.3% | 0.8% | 1.0% |
| 1Y | 10.4% | 32.3% | 12.1% |
Return vs Industry: RATL underperformed the UK Capital Markets industry which returned 32.9% over the past year.
Return vs Market: RATL matched the UK Market which returned 10.2% over the past year.
Price Volatility
| RATL volatility | |
|---|---|
| RATL Average Weekly Movement | 2.8% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in GB Market | 10.7% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: RATL has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: RATL's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1742 | 3,500 | Robert Stockton | www.rathbones.com |
Rathbones Group Plc, together with its subsidiaries, provides individual wealth management, asset management, and related services for private clients, charities, trustees, and professional partners in the United Kingdom, Channel Island, and internationally. The company operates through two segments, Wealth Management and Asset Management. Its services include discretionary investment management, asset management, financial planning and advisory, and international investment services, as well as trust and tax services.
Rathbones Group Plc Fundamentals Summary
| RATL fundamental statistics | |
|---|---|
| Market cap | UK£1.81b |
| Earnings (TTM) | UK£63.30m |
| Revenue (TTM) | UK£871.80m |
28.6x
P/E Ratio2.1x
P/S RatioIs RATL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| RATL income statement (TTM) | |
|---|---|
| Revenue | UK£871.80m |
| Cost of Revenue | UK£32.30m |
| Gross Profit | UK£839.50m |
| Other Expenses | UK£776.20m |
| Earnings | UK£63.30m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 26, 2025
| Earnings per share (EPS) | 0.60 |
| Gross Margin | 96.30% |
| Net Profit Margin | 7.26% |
| Debt/Equity Ratio | 4.3% |
How did RATL perform over the long term?
See historical performance and comparisonDividends
5.1%
Current Dividend Yield130%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/06 22:44 |
| End of Day Share Price | 2025/02/06 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
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.
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 Github.
Analyst Sources
Rathbones Group Plc is covered by 23 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 |
|---|---|
| Harry Botha | Anchor Stockbrokers Proprietary Limited |
| Sarah Spikes | Arden Partners Plc. |
| Michael Sanderson | Barclays |