Skip to Content

Jupiter Fund Management PLC JUP

Morningstar Rating
GBX 77.30 +1.10 (1.44%)
View Full Chart
Unlock our analysis with Morningstar Investor

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.

Price vs Fair Value

JUP is trading at a 187% premium.
Price
GBP 77.25
Fair Value
GBP 534.75
Uncertainty
Very High
1-Star Price
GBP 851.77
5-Star Price
GBP 88.33
Economic Moat
Ltwpf
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if JUP is a good fit for your portfolio.

Trading Information

Previous Close Price
GBX 76.20
Day Range
GBX 76.0078.20
52-Week Range
GBX 71.10128.30
Bid/Ask
GBX 0.00 / GBX 0.00
Market Cap
GBX 39.51 Bil
Volume/Avg
985,738 / 1.3 Mil

Key Statistics

Price/Earnings (Normalized)
4.22
Price/Sales
0.99
Dividend Yield (Trailing)
8.94%
Dividend Yield (Forward)
8.94%
Total Yield
15.65%

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

Comparables

Valuation

Metric
JUP
JTC
REC
Price/Earnings (Normalized)
4.2222.5111.57
Price/Book Value
0.502.804.38
Price/Sales
0.995.272.86
Price/Cash Flow
4.0921.089.15
Price/Earnings
JUP
JTC
REC

Financial Strength

Metric
JUP
JTC
REC
Quick Ratio
1.872.194.49
Current Ratio
2.092.254.49
Interest Coverage
1.602.33319.07
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
See how this stock stacks up to its competitors with Morningstar Investor

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
DlyfxmwgSmvp$113.9 Bil
KKR & Co Inc Ordinary Shares
KKR
VdqssylVhlkyh$97.8 Bil
Blackstone Inc
BX
YxcskrjstBknzwp$89.4 Bil
Bank of New York Mellon Corp
BK
XbcgbmmrlNqbd$43.9 Bil
Ameriprise Financial Inc
AMP
LgdmrmdlYpcdln$41.9 Bil
T. Rowe Price Group Inc
TROW
XvfxkbqkmRnqd$25.6 Bil
State Street Corporation
STT
YlxjwvfXfx$21.4 Bil
Northern Trust Corp
NTRS
WqflxpcgvfNyjsv$16.9 Bil
The Carlyle Group Inc
CG
QckrnnlzTvthcr$14.4 Bil
Franklin Resources Inc
BEN
DgvzyrdzwVksrlmg$11.8 Bil

Sponsor Center