Jupiter Fund Management PLC JUP
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- GBX 86.30
- Day Range
- GBX 85.00–87.10
- 52-Week Range
- GBX 71.10–128.30
- Bid/Ask
- GBX 85.50 / GBX 86.30
- Market Cap
- GBX 43.75 Bil
- Volume/Avg
- 116,596 / 1.5 Mil
Key Statistics
- Price/Earnings (Normalized)
- 4.71
- Price/Sales
- 1.10
- Dividend Yield (Trailing)
- 8.00%
- Dividend Yield (Forward)
- 8.00%
- Total Yield
- 14.04%
Company Profile
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. Jupiter also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. The group has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. The company measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 527
- Website
- https://www.jupiteram.com
Comparables
Valuation
|
Metric
|
JUP
|
JTC
|
REC
|
|---|---|---|---|
Price/Earnings (Normalized) | 4.71 | 24.27 | 11.84 |
Price/Book Value | 0.56 | 3.02 | 4.48 |
Price/Sales | 1.10 | 5.68 | 2.92 |
Price/Cash Flow | 4.57 | 22.72 | 9.36 |
Price/Earnings
JUP
JTC
REC
Financial Strength
|
Metric
|
JUP
|
JTC
|
REC
|
|---|---|---|---|
Quick Ratio | 1.87 | 2.19 | 4.49 |
Current Ratio | 2.09 | 2.25 | 4.49 |
Interest Coverage | 1.60 | 2.33 | 319.07 |
Quick Ratio
JUP
JTC
REC
Profitability
|
Metric
|
JUP
|
JTC
|
REC
|
|---|---|---|---|
Return on Assets (Normalized) | 6.41% | 7.58% | 29.55% |
Return on Equity (Normalized) | 9.73% | 12.65% | 37.82% |
Return on Invested Capital (Normalized) | 8.84% | 11.05% | 35.97% |
Return on Assets
JUP
JTC
REC
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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CG
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BEN
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