BrightSphere Investment Group Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries.
BrightSphere Investment Group Fundamentals Summary
How do BrightSphere Investment Group's earnings and revenue compare to its market cap?
Is BSIG undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score
2/6
Valuation Score 2/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Analyst Forecast
Key Valuation Metric
Which metric is best to use when looking at relative valuation for BSIG?
Other financial metrics that can be useful for relative valuation.
The above table shows the n/a ratio for BSIG. This is calculated by dividing BSIG's market cap by their current
preferred multiple.
What is BSIG's n/a Ratio?
n/a Ratio
0x
n/a
n/a
Market Cap
US$791.39m
BSIG key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Price-To-Earnings vs Industry: BSIG is good value based on its Price-To-Earnings Ratio (5.8x) compared to the US Capital Markets industry average (30.7x)
Price to Earnings Ratio vs Fair Ratio
What is BSIG's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
BSIG PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio
5.8x
Fair PE Ratio
n/a
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BSIG's Price-To-Earnings Fair Ratio for valuation analysis.
Share Price vs Fair Value
What is the Fair Price of BSIG when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: BSIG ($19.1) is trading above our estimate of fair value ($5.4)
Significantly Below Fair Value: BSIG is trading above our estimate of fair value.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Target price is less than 20% higher than the current share price.
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Future Growth
How is BrightSphere Investment Group forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
Future Growth Score
0/6
Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Future ROE
-4.8%
Forecasted annual revenue growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if BSIG's forecast earnings growth is above the savings rate (1.9%).
Earnings vs Market: Insufficient data to determine if BSIG's earnings are forecast to grow faster than the US market
High Growth Earnings: Insufficient data to determine if BSIG's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: BSIG's revenue is expected to decline over the next 3 years (-4.8% per year).
High Growth Revenue: BSIG's revenue is forecast to decline over the next 3 years (-4.8% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if BSIG's Return on Equity is forecast to be high in 3 years time
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Past Performance
How has BrightSphere Investment Group performed over the past 5 years?
Past Performance Score
1/6
Past Performance Score 1/6
Quality Earnings
Growing Profit Margin
Earnings Trend
Accelerating Growth
Earnings vs Industry
High ROE
16.9%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BSIG has a high level of non-cash earnings.
Growing Profit Margin: BSIG's current net profit margins (28.4%) are lower than last year (39.2%).
Past Earnings Growth Analysis
Earnings Trend: BSIG's earnings have grown by 16.9% per year over the past 5 years.
Accelerating Growth: BSIG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BSIG had negative earnings growth (-28.7%) over the past year, making it difficult to compare to the Capital Markets industry average (53.4%).
Return on Equity
High ROE: BSIG's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.
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Financial Health
How is BrightSphere Investment Group's financial position?
Financial Health Score
1/6
Financial Health Score 1/6
Short Term Liabilities
Long Term Liabilities
Debt Level
Reducing Debt
Debt Coverage
Interest Coverage
Financial Position Analysis
Short Term Liabilities: BSIG has negative shareholder equity, which is a more serious situation than short term assets not covering short term liabilities.
Long Term Liabilities: BSIG has negative shareholder equity, which is a more serious situation than short term assets not covering long term liabilities.
Debt to Equity History and Analysis
Debt Level: BSIG has negative shareholder equity, which is a more serious situation than a high debt level.
Reducing Debt: BSIG's has negative shareholder equity, so we do not need to check if its debt has reduced over time.
Debt Coverage: BSIG's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: BSIG's interest payments on its debt are well covered by EBIT (7.5x coverage).
Balance Sheet
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Dividend
What is BrightSphere Investment Group current dividend yield, its reliability and sustainability?
Dividend Score
0/6
Dividend Score 0/6
Notable Dividend
High Dividend
Stable Dividend
Growing Dividend
Earnings Coverage
Cash Flow Coverage
0.21%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: BSIG's dividend (0.21%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.51%).
High Dividend: BSIG's dividend (0.21%) is low compared to the top 25% of dividend payers in the US market (4.09%).
Stability and Growth of Payments
Stable Dividend: BSIG is not paying a notable dividend for the US market, therefore no need to check if payments are stable.
Growing Dividend: BSIG is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.
Earnings Payout to Shareholders
Earnings Coverage: BSIG is not paying a notable dividend for the US market.
Cash Payout to Shareholders
Cash Flow Coverage: BSIG is paying a dividend but the company has no free cash flows.
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Management
How experienced are the management team and are they aligned to shareholders interests?
2.3yrs
Average management tenure
CEO
Suren Rana (42 yo)
2.33yrs
Tenure
US$12,700,000
Compensation
Mr. Suren S. Rana serves as Chief Executive Officer, President and Director at BrightSphere Investment Group Inc. since April 15, 2020. Mr. Rana served as Chief Financial Officer of BrightSphere Investment...
CEO Compensation Analysis
Compensation vs Market: Suren's total compensation ($USD12.70M) is above average for companies of similar size in the US market ($USD3.93M).
Compensation vs Earnings: Suren's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
Leadership Team
Experienced Management: BSIG's management team is considered experienced (2.3 years average tenure).
Board Members
Experienced Board: BSIG's board of directors are considered experienced (3.8 years average tenure).
Ownership
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.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
BrightSphere Investment Group Inc.'s employee growth, exchange listings and data sources
All financial data provided by Standard & Poor's Capital IQ.
Data
Last Updated (UTC time)
Company Analysis
2022/08/10 00:00
End of Day Share Price
2022/08/10 00:00
Earnings
2022/06/30
Annual Earnings
2021/12/31
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.