AFHP:LSE-AFH Financial Group Plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 232.00

Change

0.00 (0.00)%

Market Cap

GBX 0.10B

Volume

0.02M

Average Target Price

GBX 526.50 (+126.94%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

AFH Financial Group Plc provides independent financial advisory and investment management services to the retail market in the United Kingdom. The company offers wealth management and financial planning services, including investment management, pension and retirement planning, tax and inheritance planning, life cover and family protection, and mortgages, as well as discretionary investment management services. It serves mass affluent and high net worth private clients, as well as various companies. The company was founded in 1990 and is based in Bromsgrove, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-05 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
SDR:LSE Schroders plc

N/A

GBX7.66B 14.13 N/A
SDRC:LSE Schroders plc

N/A

GBX7.64B 12.06 N/A
HL:LSE Hargreaves Lansdown plc

N/A

GBX6.06B 24.58 N/A
SLA:LSE Standard Life Aberdeen plc

N/A

GBX4.42B 20.17 N/A
FCIT:LSE F&C Investment Trust PLC

N/A

GBX3.02B 4.43 N/A
MNG:LSE M&G Plc

N/A

GBX2.84B 2.62 N/A
ICP:LSE Intermediate Capital Group plc

N/A

GBX2.39B 12.25 N/A
ASHM:LSE Ashmore Group PLC

N/A

GBX2.19B 11.62 N/A
QLT:LSE Quilter plc

N/A

GBX2.05B 14.75 N/A
EMG:LSE Man Group plc

N/A

GBX1.81B 6.79 N/A

ETFs Containing AFHP

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -34.09% 31% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -34.09% 31% F 29% F
Trailing 12 Months  
Capital Gain -29.91% 35% F 32% F
Dividend Return 1.21% 51% F 40% F
Total Return -28.70% 33% F 31% F
Trailing 5 Years  
Capital Gain 52.13% 89% B+ 88% B+
Dividend Return 10.98% 51% F 51% F
Total Return 63.11% 85% B 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 23.27% 91% A- 90% A-
Dividend Return 1.52% 56% F 50% F
Total Return 24.78% 86% B 89% B+
Risk Return Profile  
Volatility (Standard Deviation) 33.33% 26% F 24% F
Risk Adjusted Return 74.37% 76% C 79% C+
Market Capitalization 0.10B 51% F 50% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.55 48% F 53% F
Price/Book Ratio N/A N/A N/A N/A N/A
Price / Cash Flow Ratio 31.34 17% F 9% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 14.59% 60% D- 76% C
Return on Invested Capital 13.23% 72% C- 80% B-
Return on Assets 6.83% 69% D+ 81% B-
Debt to Equity Ratio 19.34% 41% F 61% D-
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 0.04 84% B 92% A-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.