Value is all about what a company is worth versus what price it is
available for. If you went into a grocery store and all the bananas were on sale
at half price, they could be considered
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
It is not possible to calculate the future cash flow value for
Quilter. This is due to cash flow or dividend data being
unavailable. The share price is
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for
it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing
when they are out of season, or how much your home is worth.
The amount the stock market is willing to pay for
is considered below, and whether this is a fair price.
Price based on past earnings
Quilter's earnings available for a low price, and how does
this compare to other companies in the same industry?
Quilter's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
Quilter's revenue is expected to grow significantly at over 20% yearly.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can
be gauged below. We look back 3 years and see if they were any good at
predicting what actually occurred. We also show the highest and lowest estimates
looking forward to see if there is a wide range.
Quilter's performance over the past 5 years by checking for:
Has earnings increased in past 5 years? (1 check)
Has the earnings growth in the last year exceeded that of the
industry? (1 check)
Is the recent earnings growth over the last year higher than the average annual growth over the
past 5 years? (1 check)
Is the Return on Equity (ROE) higher than 20%? (1 check)
Is the Return on Assets (ROA) above industry average? (1 check)
Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent
earnings report. Some checks require at least 3 or 5 years worth of data.
has a total score of
0/6, see the detailed checks below.
Note: We use GAAP Net Income excluding extraordinary items in all our calculations.
Management is one of the most important areas of a company. We look at
unreasonable CEO compensation, how long the team and board of directors have
been around for and insider trading.
TENURE AS CEO
Mr. Paul William Feeney, Ph.D., has been the Chief Executive Officer at Quilter plc (formerly known as Old Mutual Wealth Management Ltd.) since August 2012 and serves as its Director. Previously, Mr. Feeney served as the Chief Executive Officer of the Old Mutual Long Term Savings Division at Skandia Investment Management Limited. He joined Old Mutual in early 2012 to head up the asset management operations within Long-Term Savings Division. Prior to that, Mr. Feeney served as the Head of Distribution and Executive Director at BNY Mellon Investment Management EMEA Limited since 2008 and was responsible for wholesale sales and client services in the UK, Europe and Latin America. He also led the development and distribution of the firm's onshore and offshore fund ranges. Mr. Feeney also headed the firm's push into central and southern Europe. Prior to that, he served as the Head of UK Retail at Gartmore Distribution Trust plc. Mr. Feeney has served as the Head of Distribution and Managing Director at Gartmore Investment Management Plc. He was responsible for all sales, marketing, product development and multi-manager divisions of Gartmore Investment Management Plc globally and also served as its Head of combined business unit of UK Retail and Global Banc assurance. Prior to that, Mr. Feeney was a Managing Director at Royal Bank of Scotland Group's Affluent Banks and was responsible for Private Banking Group there. He served as the Chief Executive at NatWest Private Bank and NatWest Investments USA. Mr. Feeney served as the Managing Director of NatWest Investments, both in the UK and the USA. He served as the Marketing Director at Coutts Group from May 1996 to August 1999, where Mr. Feeney was responsible for global marketing across the firm. He serves as a Director at Optimum Investment Management Limited. Mr. Feeney serves as a Director of Investment Management Association. In 2011, he received an Honorary Fellowship for his services to the financial services industry from Bangor University. Mr. Feeney received his Ph.D. in Financial Economics from Bangor University and a BA in Banking, Insurance and Finance from the University of Wales.
Insufficient data for Paul to compare compensation growth.
Insufficient data for Paul to establish whether their remuneration is reasonable compared to companies of similar size in United Kingdom of Great Britain and Northern Ireland.
Management Team Tenure
Average tenure and age of the
management team in years:
The tenure for the Quilter management team is about average.
CEO & Director
CFO & Director
Chief Operating Officer
Chief Legal Officer
Human Resources Director
Chief Risk Officer
Chief Internal Auditor
Chief Executive Officer of Quilter Wealth Solutions
Chief Executive Officer at Quilter Investors
Board of Directors Tenure
Average tenure and age of the
board of directors in years:
The average tenure for the Quilter board of directors is less than 3 years, this suggests a new board.
Quilter plc (LON:QLT) is a company with exceptional fundamental characteristics. … Upon building up an investment case for a stock, we should look at various aspects. … In the following section, I expand a bit more on these key aspects
Quilter plc (LON:QLT) Is Trading At A 22.13% Discount
Understanding these differences is crucial when it comes to putting a value on the financial stock. … For instance, these businesses must hold a certain level of cash reserves on the books as a safety precaution.
Quilter plc (LON:QLT) Is Trading At A 20.6% Discount Right Now
Pricing QLT, a financial stock, can be difficult since these capital market businesses have cash flows that are affected by regulations that are not imposed upon other sectors. … Asset managers, for example, must hold certain levels of capital in order to maintain a safe cash cushion.
What You Must Know About Quilter plc's (LON:QLT) Major Investors
I am going to take a deep dive into Quilter plc’s (LON:QLT) most recent ownership structure, not a frequent subject of discussion among individual investors. … The impact of a company's ownership structure affects both its short- and long-term performance. … While these are more of a long-term investor’s concern, short-term investors may find the impact of institutional trading overwhelming enough to lose out on what could be a potential opportunity.
Quilter plc provides advice-led investment solutions and investment platforms in the United Kingdom and internationally. The company operates in two segments, Advice and Wealth Management, and Wealth Platforms. The Advice and Wealth Management segment offers face-to-face financial advice services; mortgage and financial planning advice, and financial solutions for individuals and businesses; multi-asset investment solutions for its customers’ accumulation and decumulation needs; and discretionary and advisory wealth management services to private investors and corporate pension funds, trusts, and charities. The Wealth Platforms segment provides adviser-focused investment platform services to Quilter financial planning and third party advisers; and life insurance. It also operates a platform that provides cross-border investment solutions aimed primarily at affluent and high net worth residents seeking investment solutions outside of the United Kingdom, as well as expatriates and international investors in selected offshore markets. The company was incorporated in 2007 and is based in London, the United Kingdom.
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.