AFHP:LSE-AFH Financial Group Plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 325.00

Change

+2.50 (+0.78)%

Market Cap

GBX 0.14B

Volume

0.02M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

AFH Financial Group Plc provides independent financial advisory and investment management services to the retail market in the United Kingdom. It offers investment and portfolio management; and financial planning services, including retirement, protection, tax, and mortgage planning, as well as private wealth management and inheritance tax services. The company also provides business solutions, such as business protection insurance comprising shareholder, partnership, key person protection, and professional indemnity insurance; and corporate pension, employee benefit, and tax mitigation advisory and exit strategy services. It serves mass affluent and high net worth private clients, as well as various companies. The company was founded in 1990 and is headquartered in Bromsgrove, the United Kingdom. Address: AFH House, Bromsgrove, United Kingdom, B60 4JE

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-09-28 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
III:LSE 3i Group plc

+31.80 (+3.35%)

GBX9.56B 42.43 N/A
SDR:LSE Schroders plc

+123.00 (+4.68%)

GBX8.89B 16.29 7.89
SDRC:LSE Schroders plc

+28.00 (+1.47%)

GBX8.63B 11.82 7.89
HL:LSE Hargreaves Lansdown plc

+30.00 (+1.93%)

GBX7.51B 23.38 17.49
SLA:LSE Standard Life Aberdeen plc

+12.10 (+5.79%)

GBX4.95B 29.94 N/A
MNG:LSE M&G plc

+7.45 (+4.92%)

GBX3.93B 3.47 N/A
ICP:LSE Intermediate Capital Group plc

+34.00 (+2.92%)

GBX3.53B 29.87 9.45
HICL:LSE HICL Infrastructure PLC Ord

-0.80 (-0.48%)

GBX3.23B 59.85 N/A
RCP:LSE RIT Capital Partners plc

+28.00 (+1.53%)

GBX2.92B 99.56 N/A
PCT:LSE Polar Capital Technology Trust

+28.89 (+1.43%)

GBX2.82B 7.45 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 -7.67% 62% D- 49% F
Dividend Return 0.85% 23% F 27% F
Total Return -6.82% 57% F 49% F
Trailing 12 Months  
Capital Gain 12.07% 82% B- 78% C+
Dividend Return 1.03% 35% F 29% F
Total Return 13.10% 78% C+ 77% C+
Trailing 5 Years  
Capital Gain 98.78% 86% B 87% B+
Dividend Return 11.16% 12% F 37% F
Total Return 109.94% 87% B+ 86% B
Average Annual (5 Year Horizon)  
Capital Gain 22.02% N/A N/A 84% B
Dividend Return 1.48% N/A N/A 47% F
Total Return 23.50% N/A N/A 83% B
Risk Return Profile  
Volatility (Standard Deviation) 34.34% N/A N/A 30% F
Risk Adjusted Return 68.43% N/A N/A 77% C+
Market Capitalization 0.14B 48% F 53% 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 13.75 46% F 54% F
Price/Book Ratio 1.65 11% F 37% F
Price / Cash Flow Ratio 43.94 18% F 8% F
EV/EBITDA 8.58 64% D 55% F
Management Effectiveness  
Return on Equity 13.74% 79% C+ 80% B-
Return on Invested Capital 13.23% 88% B+ 80% B-
Return on Assets 6.60% 75% C 83% B
Debt to Equity Ratio 19.34% 42% F 66% 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 0.61 58% F 78% C+
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 return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

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

Positive free cash flow

The company had positive total free 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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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 compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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.