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U.K. (FTSE) Asset Management Industry Analysis

UpdatedMay 08, 2024
DataAggregated Company Financials
Companies151
  • 7D2.3%
  • 3M10.5%
  • 1Y10.8%
  • YTDn/a

Over the last 7 days, the Asset Management industry has risen 2.3%, driven by gains from 3i Group of 2.6%. In the same time, Georgia Capital was down 16%. This means that the industry has gained 11% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.K. Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 08 May 2024UK£84.0bUK£41.3bUK£7.4b15.4x11.3x2x
Fri, 05 Apr 2024UK£80.7bUK£41.2bUK£7.3b15.3x11.1x2x
Sun, 03 Mar 2024UK£75.1bUK£41.5bUK£7.2b14.3x10.5x1.8x
Tue, 30 Jan 2024UK£80.4bUK£36.0bUK£7.4b14.6x10.8x2.2x
Thu, 28 Dec 2023UK£81.9bUK£36.0bUK£7.4b15x11x2.3x
Sat, 25 Nov 2023UK£75.9bUK£36.1bUK£7.5b12.9x10.1x2.1x
Mon, 23 Oct 2023UK£70.2bUK£36.1bUK£7.5b12.2x9.4x1.9x
Wed, 20 Sep 2023UK£75.0bUK£36.2bUK£7.6b13.2x9.9x2.1x
Fri, 18 Aug 2023UK£70.7bUK£36.2bUK£7.6b13.3x9.3x2x
Sun, 16 Jul 2023UK£66.9bUK£21.1bUK£7.3b13.8x9.1x3.2x
Tue, 13 Jun 2023UK£75.2bUK£18.2bUK£7.4b14.4x10.1x4.1x
Thu, 11 May 2023UK£71.5bUK£17.5bUK£6.6b14.2x10.8x4.1x
Sat, 08 Apr 2023UK£70.3bUK£17.4bUK£6.7b14.2x10.6x4x
Mon, 06 Mar 2023UK£76.6bUK£18.2bUK£7.2b13x10.6x4.2x
Wed, 01 Feb 2023UK£75.0bUK£18.5bUK£8.2b12.3x9.1x4.1x
Fri, 30 Dec 2022UK£69.4bUK£18.5bUK£8.2b12.1x8.4x3.7x
Sun, 27 Nov 2022UK£66.0bUK£18.7bUK£8.4b11.7x7.9x3.5x
Tue, 25 Oct 2022UK£57.3bUK£19.9bUK£9.7b9.4x5.9x2.9x
Thu, 22 Sep 2022UK£63.8bUK£19.9bUK£9.8b9.5x6.5x3.2x
Sat, 20 Aug 2022UK£68.3bUK£19.7bUK£9.9b9.2x6.9x3.5x
Mon, 18 Jul 2022UK£77.9bUK£44.3bUK£12.3b8.6x6.3x1.8x
Wed, 15 Jun 2022UK£77.9bUK£44.0bUK£12.2b8.2x6.4x1.8x
Fri, 13 May 2022UK£83.1bUK£42.2bUK£10.5b8.7x7.9x2x
Sun, 10 Apr 2022UK£91.5bUK£41.7bUK£10.4b9.4x8.8x2.2x
Tue, 08 Mar 2022UK£79.2bUK£44.6bUK£10.1b8.8x7.8x1.8x
Thu, 03 Feb 2022UK£96.0bUK£51.4bUK£11.0b10.1x8.7x1.9x
Sat, 01 Jan 2022UK£102.2bUK£51.4bUK£11.0b9.7x9.3x2x
Mon, 29 Nov 2021UK£101.9bUK£51.3bUK£10.9b10.7x9.3x2x
Wed, 27 Oct 2021UK£99.9bUK£50.1bUK£9.7b11.6x10.2x2x
Fri, 24 Sep 2021UK£96.3bUK£49.8bUK£9.4b12x10.2x1.9x
Sun, 22 Aug 2021UK£98.1bUK£50.2bUK£9.7b12.8x10.2x2x
Fri, 09 Jul 2021UK£89.2bUK£50.0bUK£9.6b12.9x9.3x1.8x
Price to Earnings Ratio

10.7x


Total Market Cap: UK£89.2bTotal Earnings: UK£8.4bTotal Revenue: UK£39.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Asset Management Industry Price to Earnings3Y Average 9.5x202220232024
Current Industry PE
  • Investors are optimistic on the British Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.3x which is higher than its 3-year average PE of 9.5x.
  • The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have declined 3.9% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.K. Asset Management compare with similar industries?

GB Market1.96%
Financials3.00%
Capital Markets3.35%
Asset Management2.30%
Financial Exchanges and Data5.12%
Investment Banking and Brokerage3.52%
Diversified Capital Markets0%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
III 3i GroupUK£29.502.6%
+UK£713.6m		66.6%PE6.3x
ICG Intermediate Capital GroupUK£21.803.8%
+UK£229.2m		73.0%PE15.3x
ABDN abrdnUK£1.545.3%
+UK£138.1m		-24.8%PE2749.3x
RAT Rathbones GroupUK£17.607.4%
+UK£126.9m		-8.6%PE48.7x
SDR SchrodersUK£3.612.2%
+UK£122.9m		-22.8%PE14.6x
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Latest News

III

UK£29.50

3i Group

7D

2.6%

1Y

66.6%

JTC

UK£8.92

JTC

7D

4.3%

1Y

15.5%

JTC (LON:JTC) Is Increasing Its Dividend To £0.0767

May 02
JTC (LON:JTC) Is Increasing Its Dividend To £0.0767

ABDN

UK£1.54

abrdn

7D

5.3%

1Y

-24.8%

SDR

UK£3.61

Schroders

7D

2.2%

1Y

-22.8%

PBEE

UK£1.51

PensionBee Group

7D

-2.0%

1Y

99.6%

MGCI

UK£0.90

M&G Credit Income Investment Trust

7D

-3.0%

1Y

-4.3%

CGEO

UK£11.50

Georgia Capital

7D

-15.7%

1Y

43.8%

CGL

UK£0.78

Castelnau Group

7D

-2.5%

1Y

4.0%

0A9X

UK£0.73

KR1

7D

-3.6%

1Y

n/a

XPS

UK£2.59

XPS Pensions Group

7D

-2.3%

1Y

53.3%

Why We're Not Concerned About XPS Pensions Group plc's (LON:XPS) Share Price

Apr 13
Why We're Not Concerned About XPS Pensions Group plc's (LON:XPS) Share Price

STJ

UK£4.58

St. James's Place

7D

5.1%

1Y

-59.4%

POLN

UK£6.76

Pollen Street Group

7D

-1.5%

1Y

-5.6%

Investors Still Aren't Entirely Convinced By Pollen Street Group Limited's (LON:POLN) Earnings Despite 25% Price Jump

Apr 12
Investors Still Aren't Entirely Convinced By Pollen Street Group Limited's (LON:POLN) Earnings Despite 25% Price Jump

RAT

UK£17.60

Rathbones Group

7D

7.4%

1Y

-8.6%

ICG

UK£21.80

Intermediate Capital Group

7D

3.8%

1Y

73.0%

Intermediate Capital Group plc's (LON:ICP) Share Price Not Quite Adding Up

Apr 08
Intermediate Capital Group plc's (LON:ICP) Share Price Not Quite Adding Up

RCP

UK£20.10

RIT Capital Partners

7D

2.2%

1Y

0.6%

SLWD

UK£0.17

Silverwood Brands

7D

-45.0%

1Y

-78.0%