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Tatton Asset Management PLC TAM

Morningstar Rating
GBX 574.00 +2.00 (0.35%)
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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

TAM is trading at a 33% premium.
Price
GBP 580.51
Fair Value
GBP 752.75
Uncertainty
High
1-Star Price
GBP 741.49
5-Star Price
GBP 385.70
Economic Moat
Yvgf
Capital Allocation
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Trading Information

Previous Close Price
GBX 572.00
Day Range
GBX 561.40576.00
52-Week Range
GBX 440.00600.00
Bid/Ask
GBX 0.00 / GBX 0.00
Market Cap
GBX 34.73 Bil
Volume/Avg
2,272 / 113,745

Key Statistics

Price/Earnings (Normalized)
26.52
Price/Sales
10.84
Dividend Yield (Trailing)
3.14%
Dividend Yield (Forward)
3.14%
Total Yield
3.79%

Company Profile

Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Growth
Total Number of Employees
97

Comparables

Valuation

Metric
TAM
N91
ALLFG
Price/Earnings (Normalized)
26.529.1612.17
Price/Book Value
8.704.421.58
Price/Sales
10.842.081.34
Price/Cash Flow
25.6815.5014.07
Price/Earnings
TAM
N91
ALLFG

Financial Strength

Metric
TAM
N91
ALLFG
Quick Ratio
3.621.031.17
Current Ratio
3.621.031.18
Interest Coverage
48.9249.926.36
Quick Ratio
TAM
N91
ALLFG

Profitability

Metric
TAM
N91
ALLFG
Return on Assets (Normalized)
26.72%1.45%3.89%
Return on Equity (Normalized)
34.20%45.59%9.25%
Return on Invested Capital (Normalized)
34.91%33.01%3.60%
Return on Assets
TAM
N91
ALLFG
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Asset Management Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BLK
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BX
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KKR
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BK
Bank of New York Mellon CorpCdwcrnlSlwf$42.8 Bil
AMP
Ameriprise Financial IncFxzwphknvJqlrm$41.4 Bil
TROW
T. Rowe Price Group IncKtrwrrzmwqDlcm$25.5 Bil
STT
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NTRS
Northern Trust CorpPbkpsjmjbLdkh$17.1 Bil
CG
The Carlyle Group IncPcrqbjxlTbgxh$16.6 Bil
BEN
Franklin Resources IncKxjlvdbfxDpshxw$13.2 Bil

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