Rathbones Group PLC RAT
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 1,600.00
- Day Range
- GBX 1,600.00–1,618.00
- 52-Week Range
- GBX 1,436.00–2,050.00
- Bid/Ask
- GBX 0.00 / GBX 0.00
- Market Cap
- GBX 173.98 Bil
- Volume/Avg
- 46,152 / 96,722
Key Statistics
- Price/Earnings (Normalized)
- 9.71
- Price/Sales
- 2.07
- Dividend Yield (Trailing)
- 5.43%
- Dividend Yield (Forward)
- 5.43%
- Total Yield
- 6.28%
Company Profile
Rathbones Group PLC provides investment and wealth management services to private clients, charities, professional intermediaries, and trustees. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, Rathbone provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. Nearly all the funds under management fall under the investment management category, with private clients contributing the majority of a portion of assets. The company relies on a group of committees to oversee manager performance and ensure the investment process is appropriately resourced. To meet client needs, investment offerings cover a multitude of asset classes and risk levels.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 3,532
- Website
- https://www.rathbones.com
Comparables
Valuation
|
Metric
|
RAT
|
LIO
|
ASHM
|
|---|---|---|---|
Price/Earnings (Normalized) | 9.71 | 6.28 | 13.20 |
Price/Book Value | 1.28 | 2.42 | 1.43 |
Price/Sales | 2.07 | 1.89 | 6.95 |
Price/Cash Flow | 12.49 | 11.54 | 12.67 |
Price/Earnings
RAT
LIO
ASHM
Financial Strength
|
Metric
|
RAT
|
LIO
|
ASHM
|
|---|---|---|---|
Quick Ratio | — | 1.50 | 10.33 |
Current Ratio | — | 1.50 | 10.33 |
Interest Coverage | — | 257.96 | 496.00 |
Quick Ratio
RAT
LIO
ASHM
Profitability
|
Metric
|
RAT
|
LIO
|
ASHM
|
|---|---|---|---|
Return on Assets (Normalized) | 2.61% | 10.40% | 11.23% |
Return on Equity (Normalized) | 11.15% | 23.48% | 12.59% |
Return on Invested Capital (Normalized) | — | 22.83% | 9.46% |
Return on Assets
RAT
LIO
ASHM
Asset Management Industry Comparables
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Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
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Economic Moat
|
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