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About the company
Polar Capital Holdings PLC is a specialist, investment-led, fund management company. The Company offers professional and institutional investors a range of funds diversified by asset class, geographical and sectoral specialization. The Company is engaged in the provision of investment management and advisory services. The Company offers professional and institutional investors a range of geographical and sector investment opportunities. The Company maintains an operational infrastructure and system of risk control which in collaboration with third party service providers United Kingdom and internationally to professional and institutional investors through its digital platform with insightful content. It supports investment teams that manage a range of long-only and alternative products, including open-ended UCITS, US 40 Act mutual fund as well as closed-ended investment trust companies and alternative funds.
- Revenue in GBP (TTM)214.47m
- Net income in GBP41.81m
- Incorporated2001
- Employees191.00
- LocationPolar Capital Holdings PLC16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 207 227 2700
- Fax+44 207 227 2799
- Websitehttps://www.polarcapital.co.uk/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Emerging Markets Ltd | 124.04m | 100.16m | 479.19m | 0.00 | 5.73 | 0.8813 | -- | 3.86 | 1.19 | 1.19 | 1.43 | 7.72 | 0.1934 | -- | 21.44 | -- | 15.61 | 1.43 | 16.26 | 1.45 | 97.00 | 78.30 | 80.75 | 40.72 | -- | -- | 0.00 | 103.94 | 306.44 | 16.61 | 766.49 | 21.34 | -- | 1.03 |
| Foresight Environmental Infrstrctr | -3.83m | -13.94m | 506.10m | 0.00 | -- | 0.6842 | -- | -- | -0.0211 | -0.0211 | -0.0058 | 1.14 | -0.0049 | -- | -- | -- | -1.77 | 8.18 | -1.78 | 8.21 | -- | 88.58 | -- | 86.60 | -- | -- | 0.00 | 80.84 | -103.53 | -- | -114.18 | -- | -- | 3.07 |
| European Opportunities Trust PLC | 111.31m | 98.45m | 508.43m | 0.00 | 6.72 | 0.7933 | 14.67 | 4.57 | 1.19 | 1.19 | 1.28 | 10.08 | 0.1337 | -- | 35.19 | -- | 11.82 | 3.33 | 12.96 | 3.59 | 91.79 | 78.39 | 88.44 | 72.42 | -- | -- | 0.00 | 8.55 | 203.35 | 8.85 | 313.59 | 12.09 | -- | -18.32 |
| North Atlntc Smlr Cmpns Invtmnt Trst PLC | 97.77m | 89.13m | 511.26m | 0.00 | 5.85 | 0.6954 | -- | 5.23 | 6.60 | 6.60 | 7.25 | 55.51 | 0.139 | -- | 12.57 | -- | 12.67 | 5.89 | 12.69 | 5.93 | 92.64 | 84.52 | 91.16 | 81.64 | -- | -- | 0.00 | 8.01 | 113.21 | -24.21 | 102.36 | -42.91 | -- | 17.95 |
| Pacific Horizon Investment Trust PLC | 42.31m | 26.91m | 513.32m | 0.00 | 18.99 | 0.8509 | -- | 12.13 | 0.2976 | 0.2976 | 0.466 | 6.64 | 0.0707 | -- | 69.94 | -- | 4.50 | 6.48 | 4.51 | 6.73 | 90.88 | 91.50 | 63.61 | 81.51 | -- | -- | 0.00 | 4.91 | 354.66 | -- | 215.59 | -- | -- | -- |
| Blackrock Throgmorton Trust PLC | 95.13m | 88.42m | 514.48m | 0.00 | 6.21 | 0.8358 | -- | 5.41 | 0.9467 | 0.9467 | 0.988 | 7.04 | 0.1472 | -- | 25.58 | -- | 13.68 | 1.69 | 13.98 | 1.73 | 93.62 | 63.88 | 92.95 | 60.01 | -- | -- | 0.0041 | 98.64 | 96.47 | -- | 94.68 | -- | -- | 8.08 |
| Foresight Group Holdings Ltd | 141.33m | 26.43m | 520.34m | 382.00 | 20.20 | 5.87 | 15.83 | 3.68 | 0.2218 | 0.2218 | 1.19 | 0.7633 | 0.9487 | -- | 7.17 | 369,963.30 | 17.74 | 20.55 | 24.69 | 29.19 | 94.83 | 93.99 | 18.70 | 20.47 | -- | -- | 0.0807 | 75.98 | 18.61 | 23.33 | 11.89 | 30.43 | 13.67 | -- |
| Jpmorgan European Discovery Trust PLC | 51.79m | 39.58m | 522.35m | 0.00 | 15.81 | 0.8412 | -- | 10.09 | 0.277 | 0.277 | 0.334 | 5.21 | 0.0593 | -- | 4.52 | -- | 4.53 | 5.77 | 4.87 | 6.10 | 80.96 | 85.93 | 76.42 | 82.40 | -- | -- | 0.0863 | 25.92 | 323.89 | -- | 216.92 | -- | -- | 9.40 |
| Blackrock Greater Eurp Invstmnt Trst PLC | 102.07m | 91.61m | 525.04m | 0.00 | 5.89 | 0.83 | -- | 5.14 | 0.9077 | 0.9077 | 1.02 | 6.45 | 0.1577 | -- | 90.12 | -- | 14.16 | 8.65 | 15.19 | 9.09 | 92.71 | 90.38 | 89.76 | 87.72 | -- | -- | 0.0726 | 13.49 | 2.40 | 34.80 | 0.0207 | 36.98 | -- | 3.65 |
| Polar Capital Holdings plc | 214.47m | 41.81m | 530.09m | 191.00 | 12.19 | 4.26 | 10.43 | 2.47 | 0.4284 | 0.4284 | 2.20 | 1.23 | 1.08 | -- | 8.84 | -- | 21.05 | 20.51 | 31.88 | 31.44 | 88.26 | 90.39 | 19.49 | 23.50 | -- | 280.65 | 0.0582 | 92.20 | 6.54 | 2.05 | 14.55 | -4.88 | 11.94 | 6.87 |
| Chrysalis Investments Ltd | 109.41m | 103.82m | 557.25m | 0.00 | 5.49 | 0.6497 | -- | 5.09 | 0.1744 | 0.1744 | 0.1838 | 1.47 | 0.1322 | -- | 885.89 | -- | 12.55 | -- | 12.57 | -- | 97.59 | -- | 94.89 | -- | -- | -- | 0.00 | -- | 88.27 | -- | 86.99 | -- | -- | -- |
| Henderson European Trust PLC | 76.31m | 71.73m | 566.42m | 0.00 | 5.15 | 0.8389 | -- | 7.42 | 0.3371 | 0.3371 | 0.3586 | 2.07 | 0.1692 | -- | 6.35 | -- | 15.90 | 7.06 | 16.34 | 7.54 | 96.08 | 91.32 | 94.00 | 86.98 | -- | -- | 0.0634 | 30.12 | 282.27 | 52.35 | 258.75 | 66.85 | -- | 7.01 |
| Bluefield Solar Income Fund Ltd | 925.00k | -9.60m | 567.32m | 0.00 | -- | 0.7345 | -- | 613.31 | -0.0158 | -0.0158 | 0.0015 | 1.30 | 0.0011 | -- | 54.41 | -- | -1.17 | 8.19 | -1.17 | 8.20 | -11.89 | 5.59 | -1,037.95 | 6,401.79 | -- | -0.1518 | 0.00 | 52.88 | 2.10 | 4.97 | -120.52 | -- | -- | 1.19 |
| SDCL Energy Efficiency Income Trust PLC | -44.70m | -56.30m | 567.67m | 0.00 | -- | 0.5781 | -- | -- | -0.0506 | -0.0506 | -0.041 | 0.9046 | -0.0423 | -- | -- | -- | -5.33 | 1.30 | -5.34 | 1.30 | -- | 62.55 | -- | 55.17 | -- | -- | 0.00 | 497.53 | -473.08 | -- | -202.69 | -- | -- | -- |
| Polar Capital Global Fincls Trust PLC | 125.60m | 115.76m | 582.29m | 0.00 | 5.09 | 1.03 | -- | 4.64 | 0.3756 | 0.3756 | 0.4047 | 1.85 | 0.2071 | -- | 9.15 | -- | 19.08 | 1.33 | 19.52 | 1.41 | 97.17 | 77.66 | 92.16 | 44.38 | -- | 30.04 | 0.109 | 194.67 | -156.57 | -- | -384.86 | -- | -- | 1.86 |
| Baillie Gifford Japan Trust PLC | 72.15m | 63.76m | 588.54m | 0.00 | 9.90 | 0.8129 | -- | 8.16 | 0.7022 | 0.7022 | 0.8009 | 8.55 | 0.082 | -- | 30.82 | -- | 7.24 | 1.54 | 7.91 | 1.61 | 91.56 | 71.53 | 88.37 | 61.30 | -- | -- | 0.1581 | 49.73 | 309.91 | -- | 247.44 | -- | -- | 23.36 |
Data as of Nov 22 2024. Currency figures normalised to Polar Capital Holdings PLC's reporting currency: UK Pound GBX
36.43%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Harwood Capital LLPas of 26 Jun 2024 | 7.02m | 6.91% |
| Schroder & Co Bank AG (Private Banking)as of 26 Jun 2024 | 4.93m | 4.86% |
| Unicorn Asset Management Ltd.as of 26 Jun 2024 | 4.93m | 4.85% |
| Canaccord Genuity Wealth Ltd.as of 26 Jun 2024 | 4.01m | 3.95% |
| Caledonia Investments Plc (Investment Management)as of 26 Jun 2024 | 4.00m | 3.94% |
| Franklin Templeton Fund Management Ltd.as of 01 Sep 2024 | 3.28m | 3.23% |
| J.O. Hambro Capital Management Ltd.as of 26 Jun 2024 | 3.04m | 2.99% |
| JPMorgan Asset Management (UK) Ltd.as of 01 Sep 2024 | 1.97m | 1.94% |
| UBS Asset Management Switzerland AGas of 01 Sep 2024 | 1.92m | 1.89% |
| Amati Global Investors Ltd.as of 31 May 2024 | 1.91m | 1.88% |
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Data from 31 May 2024 - 14 Nov 2024Source: FactSet Research Systems Inc.
