HL:LSE-Hargreaves Lansdown plc (GBX)

COMMON STOCK | Asset Management | LSE

Last Closing Price

GBX 1,600.00

Change

+43.00 (+2.76)%

Market Cap

GBX 7.39B

Volume

1.15M

Average Target Price

GBX 1,571.00 (-1.81%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Hargreaves Lansdown plc provides investment services for individuals and corporates in the United Kingdom and Poland. It primarily operates Vantage, a direct-to-investor platform. The company offers stocks and shares individual savings accounts (ISAs), fund and share accounts, and junior and lifetime ISAs. It also provides pension services, including self-invested personal pensions (SIPP), junior SIPPs, annuities, and drawdown; share dealing services; and fund dealing services. In addition, the company offers investment accounts; cash savings; foreign currency exchange services; and financial advisory services. The company was founded in 1981 and is headquartered in Bristol, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-01-19 )

Largest Industry Peers for Asset Management

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

-15.50 (-1.35%)

GBX11.14B 15.60 N/A
SDR:LSE Schroders plc

-3.00 (-0.09%)

GBX9.06B 21.15 8.92
SDRC:LSE Schroders plc

-20.00 (-0.87%)

GBX9.03B 14.13 8.92
SLA:LSE Standard Life Aberdeen plc

-3.20 (-1.06%)

GBX6.67B 29.94 N/A
MNG:LSE M&G plc

-2.75 (-1.42%)

GBX5.02B 4.60 N/A
ICP:LSE Intermediate Capital Group plc

+7.00 (+0.41%)

GBX4.84B 31.16 9.45
HICL:LSE HICL Infrastructure PLC Ord

+0.40 (+0.24%)

GBX3.25B 62.07 N/A
ASHM:LSE Ashmore Group PLC

-7.20 (-1.60%)

GBX3.20B 17.49 11.69
RCP:LSE RIT Capital Partners

+10.00 (+0.50%)

GBX3.17B 114.12 N/A
MNKS:LSE Monks Investment Trust

+12.00 (+0.88%)

GBX3.14B 5.54 N/A

ETFs Containing HL

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 4.92% 75% C 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.92% 73% C 71% C-
Trailing 12 Months  
Capital Gain -10.91% 31% F 29% F
Dividend Return 0.97% 19% F 26% F
Total Return -9.94% 28% F 28% F
Trailing 5 Years  
Capital Gain 25.00% 50% F 46% F
Dividend Return 10.66% 10% F 33% F
Total Return 35.66% 51% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 8.06% 58% F 61% D-
Dividend Return 1.78% 82% B- 51% F
Total Return 9.83% 57% F 63% D
Risk Return Profile  
Volatility (Standard Deviation) 23.68% 41% F 44% F
Risk Adjusted Return 41.52% 59% F 59% F
Market Capitalization 7.39B 99% A+ 96% 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%

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 23.63 26% F 36% F
Price/Book Ratio 14.06 1% F 5% F
Price / Cash Flow Ratio 27.83 31% F 16% F
EV/EBITDA 18.87 46% F 30% F
Management Effectiveness  
Return on Equity 61.60% 99% A+ 98% A+
Return on Invested Capital 53.32% 100% A+ 98% A+
Return on Assets 18.67% 98% A+ 98% A+
Debt to Equity Ratio N/A N/A N/A N/A N/A
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 0.79 41% F 69% D+
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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

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.

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 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.

Overpriced on free cash flow basis

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