Valuation Polar Capital Holdings Plc

Equities

Market Closed - London S.E. Other stock markets 16:35:19 16/01/2026 GMT			5-day change	1st Jan Change
625.00 ^GBX	+5.93%		+11,201.99%	+11,648.12%

10:12am	Polar Capital starts new share buyback as managed assets rise	AN
08:48am	Polar Capital Plans GBP15 Million Share Buyback	MT

Data adjusted to current consolidation scope

Fiscal Period: March	2021	2022	2023	2024	2025	2026	2027	2028
Capitalization ¹	657.4	590.3	438.8	436.5	411.6	568.8	-	-
Change	-	-10.19%	-25.66%	-0.54%	-5.7%	38.2%	-	-
Enterprise Value (EV) ¹	520.6	469.2	331.9	337.6	289.8	442.2	428.5	417.9
Change	-	-9.88%	-29.27%	1.73%	-14.16%	52.61%	-3.1%	-2.48%
P/E ratio	10.9x	12.8x	12.5x	10.9x	11.8x	9.92x	9.3x	8.18x
PBR	-	-	3.07x	3.23x	3.07x	3.93x	3.6x	3.25x
PEG	-	-0.5x	-0.5x	0.7x	-0.9x	0.2x	1.4x	0.6x
Capitalization / Revenue	3.26x	2.63x	2.4x	2.24x	1.85x	2.37x	2.35x	2.22x
EV / Revenue	2.58x	2.09x	1.81x	1.73x	1.3x	1.85x	1.77x	1.63x
EV / EBITDA	9.84x	-	-	6.97x	3.92x	5.63x	5.59x	4.97x
EV / EBIT	10.1x	6.76x	6.93x	7.54x	5.11x	5.77x	5.84x	5.21x
EV / FCF	-	-	7.47x	8.12x	4.54x	6.7x	7.09x	6.38x
FCF Yield	-	-	13.4%	12.3%	22%	14.9%	14.1%	15.7%
Dividend per Share ²	0.4	0.46	0.46	0.46	0.46	0.46	0.4702	0.46
Rate of return	5.75%	7.41%	10.2%	10.1%	10.8%	7.8%	7.97%	7.8%
EPS ²	0.64	0.487	0.361	0.418	0.361	0.595	0.6345	0.7215
Distribution rate	62.5%	94.5%	127%	110%	127%	77.3%	74.1%	63.8%
Net sales ¹	201.5	224.1	182.9	195.1	222.1	239.6	242.4	256.3
EBITDA ¹	52.9	-	-	48.43	73.96	78.57	76.7	84.14
EBIT ¹	51.5	69.4	47.9	44.8	56.7	76.63	73.32	80.17
Net income ¹	62.72	48.92	35.61	40.79	35.31	58.46	63	69.16
Net Debt ¹	-136.7	-121.1	-107	-98.88	-121.8	-126.6	-140.3	-150.9
Reference price ²	6.960	6.210	4.525	4.555	4.270	5.900	5.900	5.900
Nbr of stocks (in thousands)	94,448	95,063	96,983	95,824	96,397	96,412	-	-
Announcement Date	01/07/21	27/06/22	26/06/23	27/06/24	30/06/25	-	-	-

¹GBP in Million²GBP

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
POLAR CAPITAL HOLDINGS PLC	10.19x	1.78x	5.5x	7.8%	762M
BLACKROCK, INC.	29.07x	7.54x	18.7x	1.8%	179B
UBS GROUP AG	20.86x	3.66x	-	2.08%	150B
BANK OF NEW YORK MELLON CORPORATION (THE)	16.96x	7x	-	1.61%	85.32B
BROOKFIELD ASSET MANAGEMENT LTD.	31.74x	15.53x	28.48x	3.37%	84B
AMERIPRISE FINANCIAL, INC.	14.32x	2.05x	6.39x	1.21%	47.21B
3I GROUP PLC	5.47x	5.06x	4.75x	2.49%	44.13B
STATE STREET CORPORATION	14.46x	5.53x	-	2.34%	38.07B
NORTHERN TRUST CORPORATION	17.01x	5.34x	18.32x	2.1%	27.82B
Average	17.79x	5.94x	13.69x	2.76%	73.02B
Weighted average by Cap.	21.94x	6.82x	17.67x	2.1%