JUP Stock Overview
Jupiter Fund Management Plc is a publicly owned investment manager.
Jupiter Fund Management Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||UK£1.76|
|52 Week High||UK£3.00|
|52 Week Low||UK£1.64|
|1 Month Change||-16.25%|
|3 Month Change||-20.78%|
|1 Year Change||-35.26%|
|3 Year Change||-51.60%|
|5 Year Change||-63.77%|
|Change since IPO||-7.53%|
Recent News & Updates
|JUP||GB Capital Markets||GB Market|
Return vs Industry: JUP underperformed the UK Capital Markets industry which returned -10.1% over the past year.
Return vs Market: JUP underperformed the UK Market which returned -3.2% over the past year.
|JUP Average Weekly Movement||5.4%|
|Capital Markets Industry Average Movement||4.9%|
|Market Average Movement||6.1%|
|10% most volatile stocks in GB Market||11.8%|
|10% least volatile stocks in GB Market||3.2%|
Stable Share Price: JUP is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: JUP's weekly volatility (5%) has been stable over the past year.
About the Company
Jupiter Fund Management Plc is a publicly owned investment manager. The firm manages mutual funds, hedge funds, client focused portfolios, and multi-manager products for its clients. It invests in the public equity markets across U.K., Europe and global emerging markets.
Jupiter Fund Management Fundamentals Summary
|JUP fundamental statistics|
Is JUP overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|JUP income statement (TTM)|
|Cost of Revenue||UK£0|
Last Reported Earnings
Dec 31, 2021
Next Earnings Date
Jul 29, 2022
|Earnings per share (EPS)||0.28|
|Net Profit Margin||26.31%|
How did JUP perform over the long term?See historical performance and comparison
9.7%Current Dividend Yield
Is Jupiter Fund Management undervalued compared to its fair value and its price relative to the market?
Valuation Score 4/6
Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PB vs Industry
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: JUP (£1.76) is trading below our estimate of fair value (£3.91)
Significantly Below Fair Value: JUP is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: JUP is good value based on its PE Ratio (6.3x) compared to the UK Capital Markets industry average (9.5x).
PE vs Market: JUP is good value based on its PE Ratio (6.3x) compared to the UK market (15.3x).
Price to Earnings Growth Ratio
PEG Ratio: JUP's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: JUP's PB Ratio (1x) is in line with the GB Capital Markets industry average.
How is Jupiter Fund Management forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
Future Growth Score0/6
Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JUP's earnings are forecast to decline over the next 3 years (-17.7% per year).
Earnings vs Market: JUP's earnings are forecast to decline over the next 3 years (-17.7% per year).
High Growth Earnings: JUP's earnings are forecast to decline over the next 3 years.
Revenue vs Market: JUP's revenue is expected to decline over the next 3 years (-8.4% per year).
High Growth Revenue: JUP's revenue is forecast to decline over the next 3 years (-8.4% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JUP's Return on Equity is forecast to be low in 3 years time (11.7%).
How has Jupiter Fund Management performed over the past 5 years?
Past Performance Score3/6
Past Performance Score 3/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: JUP has high quality earnings.
Growing Profit Margin: JUP's current net profit margins (26.3%) are higher than last year (23%).
Past Earnings Growth Analysis
Earnings Trend: JUP's earnings have declined by 5.4% per year over the past 5 years.
Accelerating Growth: JUP's earnings growth over the past year (42.1%) exceeds its 5-year average (-5.4% per year).
Earnings vs Industry: JUP earnings growth over the past year (42.1%) underperformed the Capital Markets industry 62.1%.
Return on Equity
High ROE: JUP's Return on Equity (16.6%) is considered low.
How is Jupiter Fund Management's financial position?
Financial Health Score5/6
Financial Health Score 5/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: JUP's short term assets (£645.8M) exceed its short term liabilities (£278.0M).
Long Term Liabilities: JUP's short term assets (£645.8M) exceed its long term liabilities (£161.9M).
Debt to Equity History and Analysis
Debt Level: JUP has more cash than its total debt.
Reducing Debt: Insufficient data to determine if JUP's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: JUP's debt is well covered by operating cash flow (383.2%).
Interest Coverage: JUP's interest payments on its debt are well covered by EBIT (37.7x coverage).
What is Jupiter Fund Management current dividend yield, its reliability and sustainability?
Dividend Score 4/6
Future Dividend Coverage
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: JUP's dividend (9.73%) is higher than the bottom 25% of dividend payers in the UK market (1.8%).
High Dividend: JUP's dividend (9.73%) is in the top 25% of dividend payers in the UK market (4.84%)
Stability and Growth of Payments
Stable Dividend: JUP's dividend payments have been volatile in the past 10 years.
Growing Dividend: JUP's dividend payments have increased over the past 10 years.
Earnings Payout to Shareholders
Earnings Coverage: With its reasonable payout ratio (62%), JUP's dividend payments are covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonably low cash payout ratio (49.3%), JUP's dividend payments are well covered by cash flows.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Andrew Formica (50 yo)
Mr. Andrew James Formica is a board member at NZS Capital, LLC. He has been Chief Executive Officer and Director of Jupiter Fund Management plc since March 1, 2019. Mr. Formica has serves as a Director of...
CEO Compensation Analysis
Compensation vs Market: Andrew's total compensation ($USD3.13M) is above average for companies of similar size in the UK market ($USD1.36M).
Compensation vs Earnings: Andrew's compensation has increased by more than 20% in the past year.
Experienced Management: JUP's management team is considered experienced (3.2 years average tenure).
Experienced Board: JUP's board of directors are not considered experienced ( 2.2 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: JUP insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Jupiter Fund Management Plc's employee growth, exchange listings and data sources
- Name: Jupiter Fund Management Plc
- Ticker: JUP
- Exchange: LSE
- Founded: 1985
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: UK£939.223m
- Shares outstanding: 534.56m
- Website: https://www.jupiteram.com/en/Jupiter-Fund-Management-plc
Number of Employees
- Jupiter Fund Management Plc
- The Zig Zag Building
- 70 Victoria Street
- Greater London
- SW1E 6SQ
- United Kingdom
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/05/17 00:00|
|End of Day Share Price||2022/05/17 00:00|
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.