Liontrust Asset Management PLC

LSE:LIO Stock Report

Market Cap: UK£302.0m

Liontrust Asset Management Past Earnings Performance

Past criteria checks 1/6

Liontrust Asset Management's earnings have been declining at an average annual rate of -4%, while the Capital Markets industry saw earnings growing at 8.3% annually. Revenues have been growing at an average rate of 11.7% per year. Liontrust Asset Management's return on equity is 9.8%, and it has net margins of 8.1%.

Key information

-4.0%

Earnings growth rate

-6.9%

EPS growth rate

Capital Markets Industry Growth16.3%
Revenue growth rate11.7%
Return on equity9.8%
Net Margin8.1%
Next Earnings Update25 Jun 2025

Recent past performance updates

Recent updates

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Oct 06
Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Jun 01
Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

Jan 30
Does Liontrust Asset Management (LON:LIO) Deserve A Spot On Your Watchlist?

If You Like EPS Growth Then Check Out Liontrust Asset Management (LON:LIO) Before It's Too Late

Sep 24
If You Like EPS Growth Then Check Out Liontrust Asset Management (LON:LIO) Before It's Too Late

Is Now The Time To Put Liontrust Asset Management (LON:LIO) On Your Watchlist?

Jun 25
Is Now The Time To Put Liontrust Asset Management (LON:LIO) On Your Watchlist?

How Much is Liontrust Asset Management's (LON:LIO) CEO Getting Paid?

Feb 22
How Much is Liontrust Asset Management's (LON:LIO) CEO Getting Paid?

What You Need To Know About Liontrust Asset Management PLC's (LON:LIO) Investor Composition

Feb 01
What You Need To Know About Liontrust Asset Management PLC's (LON:LIO) Investor Composition

Liontrust Asset Management (LON:LIO) Has Rewarded Shareholders With An Exceptional 470% Total Return On Their Investment

Jan 04
Liontrust Asset Management (LON:LIO) Has Rewarded Shareholders With An Exceptional 470% Total Return On Their Investment

Revenue & Expenses Breakdown

How Liontrust Asset Management makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

LSE:LIO Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24180151270
30 Jun 2418961310
31 Mar 24198-31350
31 Dec 2321471410
30 Sep 23231171480
30 Jun 23237281480
31 Mar 23243391480
31 Dec 22245431430
30 Sep 22247461380
30 Jun 22247521380
31 Mar 22246591390
31 Dec 21233541350
30 Sep 21221491310
30 Jun 21198381220
31 Mar 21175281130
31 Dec 20152191030
30 Sep 2012911920
30 Jun 2012112830
31 Mar 2011313740
31 Dec 1910917680
30 Sep 1910422630
30 Jun 1910121610
31 Mar 199820590
31 Dec 189816590
30 Sep 189812590
30 Jun 189211570
31 Mar 18869540
31 Dec 17758510
30 Sep 17647470
30 Jun 17587420
31 Mar 17527380
31 Dec 16506370
30 Sep 16486360
30 Jun 16477340
31 Mar 16457310
31 Dec 15427290
30 Sep 15406270
30 Jun 15386260
31 Mar 15376250
31 Dec 14345240
30 Sep 14314220
30 Jun 14293220
31 Mar 14282220
31 Dec 13271210

Quality Earnings: LIO has a large one-off loss of £10.3M impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: LIO's current net profit margins (8.1%) are higher than last year (7.5%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: LIO's earnings have declined by 4% per year over the past 5 years.

Accelerating Growth: LIO's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: LIO had negative earnings growth (-15.4%) over the past year, making it difficult to compare to the Capital Markets industry average (4.4%).


Return on Equity

High ROE: LIO's Return on Equity (9.8%) is considered low.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/24 18:40
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Liontrust Asset Management PLC is covered by 18 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.

AnalystInstitution
Michael SandersonBarclays
Michael SandersonBarclays
Daisy XuBarclays