Edition:
United States

Jupiter Fund Management PLC (JUP.L)

JUP.L on London Stock Exchange

292.90GBp
14 Dec 2018
Change (% chg)

-4.80 (-1.61%)
Prev Close
297.70
Open
294.70
Day's High
297.20
Day's Low
292.10
Volume
1,201,034
Avg. Vol
1,451,819
52-wk High
638.80
52-wk Low
274.10

Revenue & Earnings Per Share

Consensus Estimates Analysis

  # of Estimates Mean High Low 1 Year Ago
SALES (in millions)
Year Ending Dec-18 11 412.20 417.00 405.00 442.04
Year Ending Dec-19 11 388.43 421.60 368.00 473.89
Earnings (per share)
Year Ending Dec-18 13 32.17 33.20 31.34 37.42
Year Ending Dec-19 13 29.60 36.60 26.50 40.64
LT Growth Rate (%) 1 -2.66 -2.66 -2.66 9.85
Sales and Profit Figures in British Pound (GBP);

Valuation Ratios

  Company industry sector
P/E Ratio (TTM) 17.87 90.56 19.31
P/E High - Last 5 Yrs. 18.03 118.82 24.39
P/E Low - Last 5 Yrs. 12.35 12.26 11.47
Beta 1.43 1.36 1.45
Price to Sales (TTM) 5.98 7.91 6.11
Price to Book (MRQ) 4.36 2.29 2.74
Price to Tangible Book (MRQ) 10.74 3.37 2.83
Price to Cash Flow (TTM) 17.17 34.86 23.58
% Owned Institutions -- 29.86 0.70

Dividends

  Company industry sector
Dividend Yield -- 2.90 1.98
Dividend Yield - 5 Year Avg 3.54 2.25 2.06
Dividend 5 Year Growth Rate 13.51 10.20 21.63
Payout Ratio(TTM) 72.81 54.97 18.64

Growth Rates

  Company industry sector
Sales (MRQ) vs Qtr. 1 Yr. Ago 11.98 337.18 15.93
Sales (TTM) vs TTM 1 Yr. Ago 8.36 310.54 10.62
Sales - 5 Yr. Growth Rate 2.98 14.43 13.83
EPS (MRQ) vs Qtr. 1 Yr. Ago 9.67 102.23 35.89
EPS (TTM) vs TTM 1 Yr. Ago 7.34 -- --
EPS - 5 Yr. Growth Rate 14.54 9.42 10.27
Capital Spending - 5 Yr. Growth Rate 11.99 5.10 19.24

Financial Strength

  Company industry sector
Quick Ratio (MRQ) -- 0.18 0.04
Current Ratio (MRQ) 1.98 2.71 1.65
LT Debt to Equity (MRQ) 0.00 98.02 32.96
Total Debt to Equity (MRQ) 0.00 182.26 71.87
Interest Coverage (TTM) -- -111.01 9.85

Profitability Ratios

  Company industry sector
Gross Margin (TTM) 88.60 42.89 3.06
Gross Margin - 5 Yr. Avg. 78.64 35.83 2.93
EBITD Margin (TTM) 43.17 -- --
EBITD - 5 Yr. Avg 39.49 31.08 48.22
Operating Margin (TTM) 41.99 49.87 34.75
Operating Margin - 5 Yr. Avg. 35.86 49.66 40.80
Pre-Tax Margin (TTM) 42.02 53.79 35.20
Pre-Tax Margin - 5 Yr. Avg. 35.45 71.15 41.25
Net Profit Margin (TTM) 33.55 46.77 27.88
Net Profit Margin - 5 Yr. Avg. 27.94 64.77 32.66
Effective Tax Rate (TTM) 20.15 16.97 21.00
Effective Tax Rate - 5 Yr. Avg. 21.16 17.82 20.89

Efficiency

  Company industry sector
Revenue/Employee (TTM) 918,574 17,242,320 46,595,879
Net Income/Employee (TTM) 308,207 7,141,771 16,044,597
Receivable Turnover (TTM) 2.58 1,394.21 6,762.83
Inventory Turnover (TTM) -- 4.43 1.35
Asset Turnover (TTM) 0.52 0.15 0.02

Management Effectiveness

  Company industry sector
Return on Assets (TTM) 17.43 4.06 2.58
Return on Assets - 5 Yr. Avg. 14.09 0.80 2.80
Return on Investment (TTM) 24.50 6.86 0.44
Return on Investment - 5 Yr. Avg. 18.25 7.45 0.45
Return on Equity (TTM) 24.86 12.77 15.50
Return on Equity - 5 Yr. Avg. 20.12 11.91 19.93
  1 Year 3 Year 5 Year
Sales % -0.42 1.10 2.98
EPS (TTM) % 3.88 13.93 14.54
Dividend % 0.68 5.27 13.51
Note: Units in Millions of US Dollars

Performance for Jupiter Fund Management PLC

Period %
Actual
% vs.
S&P 500
Rank In
Industry
Industry
Rank
4 Week 4.91 2.75 99 58
13 Week 8.92 6.09 99 59
26 Week 25.99 22.40 99 93
52 Week 27.25 17.40 99 83
YTD 29.00 21.03 99 91
Note:: Rank is a percentile that ranges from 0 to 99, with 99 = best.

Institutional Holders

% Shares Owned: 82.23%
# of Holders: 168
Total Shares Held: 376,360,494
3 Mo. Net Change: 7,979,276
# New Positions: 5
# Closed Positions: 16
# Increased Positions: 28
# Reduced Positions: 36
# Net Buyers: -8
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