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Valuations

Premier Miton: a turnaround already priced in
Management have acted. Time will tell how successful their turnaround actions will be. Markets have already priced in a lot.
 • Paul Bryant
Big price moves, bigger valuation questions
Share prices of some London-listed asset managers have rocketed. Others have tanked. It’s a good time to take stock of valuations.
 • Paul Bryant
Has Evelyn deal flagged hidden value in London-listed wealth management?
NatWest's punchy Evelyn multiple (for pedestrian performance compared to some listed peers) suggests a hungry acquirer might pay a meaningful premium…
 • Paul Bryant
Jupiter jumps again (and there might be more to come)
Jupiter has turned from laggard to leader. The share price has had a huge recovery. Fundamental valuation suggests there might be even more upside.
 • Paul Bryant
UK Wealth Managers' 2025 in charts
A relatively solid year for fundamentals, but some huge and divergent share price moves, coupled with AI fears, makes for tricky valuation assessments
 • Paul Bryant
2025: the great Asset Management bifurcation? (part 2 of 3)
Some are priced to win, some to lose, then there's a peloton with similar-looking valuations. What is Mr Market actually pricing in?
 • Paul Bryant
Mercia: A fund management business and a cash pile for free?
If the NAV of its investments is correct, then yes. In H1-26, EBITDA & margin were up again, growth outlook is solid, and the huge discrepancy between…
 • Paul Bryant
1:02
More juice in Jupiter's jump?
Share price up over 100% from heavily oversold levels. But even after that jump, the bull case looks stronger than the bear case.
 • Paul Bryant
Is that chink of light an investment opportunity?
The state of play of UK-listed asset managers. Part 2: valuation, financials, strategic moves
 • Paul Bryant
Mercia: it won’t take long to see who's right
Fund management flying along, EBITDA +37%. Share price heavily discounts on-balance-sheet investments. Mercia intends to sell most of them within 2…
 • Paul Bryant
Strong growth at Tatton: profit +24%, dividend +19%
Another exceptionally strong year. Financial advisers continue to outsource investment management to this market leader. Their confidence in Tatton…
 • Paul Bryant
Tough H1 for Impax, but shares look detached from fundamentals
Impax is hardly the disaster implied by its share price, which is down 31% over six months and 68% over 12 - a forward PE of just 8.5 for a business…
 • Paul Bryant
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