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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)197.59m
- Net income in GBP40.79m
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IP Group Plc | 0.00 | -223.00m | 462.47m | 95.00 | -- | 0.4677 | -- | -- | -0.2156 | -0.2156 | 0.00 | 1.06 | 0.00 | -- | -- | 0.00 | -16.22 | 0.4855 | -16.33 | 0.4948 | -- | -- | -- | 5.31 | -- | -0.1223 | 0.1242 | 96.72 | -600.00 | -- | 49.84 | -- | -- | -- |
| Polar Capital Global Healthcare Trst PLC | 85.55m | 78.00m | 466.18m | 0.00 | 5.85 | 0.9357 | -- | 5.45 | 0.6432 | 0.6432 | 0.7054 | 4.02 | 0.1719 | -- | 20.26 | -- | 15.68 | 7.01 | 16.63 | 7.17 | 95.17 | 90.47 | 91.18 | 84.03 | -- | 66.76 | 0.0138 | 8.98 | -12.96 | -15.35 | -21.53 | -19.22 | -- | 0.9806 |
| Chrysalis Investments Ltd | 109.41m | 103.82m | 473.29m | 0.00 | 5.29 | 0.6252 | -- | 4.33 | 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 | -- | -- | -- |
| Fidelity Emerging Markets Ltd | 74.28m | 54.97m | 477.76m | 0.00 | 11.61 | 1.06 | -- | 6.43 | 0.6022 | 0.6022 | 0.8143 | 6.62 | 0.1242 | -- | 42.40 | -- | 9.19 | 0.0409 | 9.48 | 0.0414 | 95.27 | 55.82 | 74.01 | 2.22 | -- | -- | 0.00 | 3,620.90 | 108.10 | -22.27 | 102.92 | -33.65 | -- | 0.00 |
| Impax Asset Management Group Plc | 176.56m | 40.67m | 487.02m | 290.00 | 12.74 | 4.37 | 10.64 | 2.76 | 0.3046 | 0.3046 | 1.35 | 0.8888 | 1.09 | -- | 4.24 | 608,817.30 | 25.18 | 23.37 | 32.42 | 32.48 | -- | -- | 23.03 | 25.62 | -- | -- | 0.0648 | 69.97 | 1.69 | 22.12 | -34.06 | 28.03 | -13.38 | 46.43 |
| Pacific Horizon Investment Trust PLC | 42.31m | 26.91m | 501.67m | 0.00 | 19.96 | 0.8946 | -- | 11.86 | 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 | -- | -- | -- |
| Polar Capital Holdings plc | 197.59m | 40.79m | 514.53m | 191.00 | 13.10 | 4.07 | 11.58 | 2.60 | 0.4177 | 0.4177 | 2.02 | 1.34 | 0.8604 | -- | 9.73 | -- | 17.76 | 20.51 | 27.52 | 31.44 | 88.53 | 90.39 | 20.65 | 23.50 | -- | 260.19 | 0.0385 | 92.20 | 6.54 | 2.05 | 14.55 | -4.88 | 11.94 | 6.87 |
| Polar Capital Global Fincls Trust PLC | 125.60m | 115.76m | 521.40m | 0.00 | 4.71 | 0.9569 | -- | 4.15 | 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 |
| North Atlntc Smlr Cmpns Invtmnt Trst PLC | 97.77m | 89.13m | 522.32m | 0.00 | 5.94 | 0.7062 | -- | 5.34 | 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 |
| Foresight Solar Fund Ltd | 14.40m | 6.40m | 525.43m | 0.00 | 90.44 | 0.8233 | -- | 36.49 | 0.0105 | 0.0105 | 0.0246 | 1.15 | 0.0208 | -- | 0.7002 | -- | 0.9242 | 7.43 | 0.9251 | 7.44 | 54.17 | 88.66 | 44.44 | 86.67 | -- | -- | 0.00 | 82.16 | -100.59 | -- | -106.01 | -- | -- | 2.79 |
| Blackrock Throgmorton Trust PLC | 95.13m | 88.42m | 539.18m | 0.00 | 6.49 | 0.8727 | -- | 5.67 | 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 |
| Jpmorgan European Discovery Trust PLC | 51.79m | 39.58m | 542.88m | 0.00 | 16.82 | 0.8949 | -- | 10.48 | 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 |
| Edinburgh Worldwide Investment Trust plc | -75.55m | -87.03m | 544.86m | 0.00 | -- | 0.9644 | -- | -- | -0.2232 | -0.2232 | -0.1953 | 1.61 | -0.0985 | -- | -- | -- | -11.34 | -4.46 | -13.11 | -4.84 | -- | -- | -- | -- | -- | -- | 0.00 | -- | 67.93 | -- | 66.33 | -- | -- | -- |
| European Opportunities Trust PLC | 111.31m | 98.45m | 557.20m | 0.00 | 7.35 | 0.8676 | 16.07 | 5.01 | 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 |
| Baillie Gifford US Growth Trust PLC | 96.77m | 89.88m | 559.30m | 5.00 | 6.79 | 0.9324 | -- | 5.78 | 0.2976 | 0.2976 | 0.3193 | 2.17 | 0.1494 | -- | 153.36 | 19,353,800.00 | 13.88 | 6.00 | 14.83 | 6.23 | 96.30 | 91.39 | 92.89 | 87.25 | -- | 36.58 | 0.00 | -- | 1,065.86 | 12.97 | 676.66 | 12.51 | -- | -- |
| Blackrock Greater Eurp Invstmnt Trst PLC | 125.54m | 116.35m | 564.24m | 0.00 | 5.23 | 0.9176 | -- | 4.49 | 1.15 | 1.15 | 1.24 | 6.58 | 0.1926 | -- | 35.65 | -- | 17.85 | 6.73 | 19.11 | 7.00 | 94.83 | 88.80 | 92.67 | 86.02 | -- | -- | 0.0773 | 18.34 | 151.25 | 20.81 | 145.49 | 21.37 | -- | 3.26 |
Data as of Sep 30 2024. Currency figures normalised to Polar Capital Holdings PLC's reporting currency: UK Pound GBX
35.37%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Harwood Capital LLPas of 21 Jun 2023 | 7.02m | 6.91% |
| Unicorn Asset Management Ltd.as of 21 Jun 2023 | 4.93m | 4.85% |
| Schroder & Co Bank AG (Private Banking)as of 21 Jun 2023 | 4.77m | 4.70% |
| Canaccord Genuity Wealth Ltd.as of 21 Jun 2023 | 4.01m | 3.95% |
| Caledonia Investments Plc (Investment Management)as of 21 Jun 2023 | 4.00m | 3.94% |
| J.O. Hambro Capital Management Ltd.as of 10 May 2024 | 3.04m | 2.99% |
| Franklin Templeton Fund Management Ltd.as of 01 Jun 2024 | 2.65m | 2.61% |
| UBS Asset Management Switzerland AGas of 01 Jun 2024 | 2.01m | 1.98% |
| Amati Global Investors Ltd.as of 30 Apr 2024 | 1.91m | 1.88% |
| Investec Wealth & Investment Ltd.as of 01 Jun 2024 | 1.58m | 1.56% |
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Data from 31 Mar 2023 - 05 Aug 2024Source: FactSet Research Systems Inc.
