Quilter PLC Ordinary Shares QUILF
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
- $1.27
- Day Range
- $1.34–1.34
- 52-Week Range
- $1.02–1.38
- Bid/Ask
- $1.15 / $1.55
- Market Cap
- $1.86 Bil
- Volume/Avg
- 2,499 / 15,463
Key Statistics
- Price/Earnings (Normalized)
- 11.10
- Price/Sales
- 2.73
- Dividend Yield (Trailing)
- 4.83%
- Dividend Yield (Forward)
- 4.83%
- Total Yield
- 5.77%
Company Profile
Quilter PLC is a United Kingdom-based Asset Management Company engaged in the wealth management business, providing financial advice, investment solutions, and wealth management to customers in the UK and selected international markets. The group operating segments are High Net Worth, Affluent, and Head Office. The High Net Worth segment comprises Quilter Cheviot and Quilter Cheviot Financial Planning. The Affluent segment comprises Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. The Head Office segment comprises the investment return on centrally held assets, central support function expenses, central core structural borrowings, and certain tax balances. The company derives maximum revenue from the Affluent segment.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Core
- Total Number of Employees
- 3,015
- Website
- https://plc.quilter.com
Comparables
Valuation
|
Metric
|
QUILF
|
JTC
|
LIO
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.10 | 21.84 | 6.28 |
Price/Book Value | 0.99 | 2.72 | 2.42 |
Price/Sales | 2.73 | 5.11 | 1.89 |
Price/Cash Flow | 0.69 | 20.45 | 11.54 |
Price/Earnings
QUILF
JTC
LIO
Financial Strength
|
Metric
|
QUILF
|
JTC
|
LIO
|
|---|---|---|---|
Quick Ratio | 91.05 | 2.19 | 1.50 |
Current Ratio | 91.61 | 2.25 | 1.50 |
Interest Coverage | −4.95 | 2.33 | 257.96 |
Quick Ratio
QUILF
JTC
LIO
Profitability
|
Metric
|
QUILF
|
JTC
|
LIO
|
|---|---|---|---|
Return on Assets (Normalized) | 0.26% | 7.58% | 10.40% |
Return on Equity (Normalized) | 8.68% | 12.65% | 23.48% |
Return on Invested Capital (Normalized) | −12.79% | 11.05% | 22.83% |
Return on Assets
QUILF
JTC
LIO
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
| BlackRock Inc | Jlznjykwz | Jbjxx | $113.5 Bil | |
BX
| Blackstone Inc | Kcmlrqrl | Lmffkw | $92.7 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Hbltxvnt | Lqchjsb | $85.6 Bil | |
BK
| Bank of New York Mellon Corp | Hfbrpbjt | Cnvd | $43.0 Bil | |
AMP
| Ameriprise Financial Inc | Yrkfjxk | Mkshs | $41.4 Bil | |
TROW
| T. Rowe Price Group Inc | Ncpqhxbtsm | Ytjb | $24.8 Bil | |
STT
| State Street Corporation | Xwtkdlrn | Ygbkw | $22.4 Bil | |
NTRS
| Northern Trust Corp | Smgdvjsnl | Dscj | $17.2 Bil | |
CG
| The Carlyle Group Inc | Flgjyssfg | Dlskph | $16.6 Bil | |
BEN
| Franklin Resources Inc | Fzwztvqrp | Ctjjz | $13.5 Bil |