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Polar Capital (POLR) Competitors

Polar Capital logo
GBX 509 0.00 (0.00%)
(As of 12/20/2024 11:56 AM ET)

POLR vs. AJB, HVPE, CLDN, MRC, TEM, WWH, JTC, FGT, PNL, and ATT

Should you be buying Polar Capital stock or one of its competitors? The main competitors of Polar Capital include AJ Bell (AJB), HarbourVest Global Private Equity (HVPE), Caledonia Investments (CLDN), The Mercantile Investment Trust (MRC), Templeton Emerging Markets Investment Trust (TEM), Worldwide Healthcare (WWH), JTC (JTC), Finsbury Growth & Income (FGT), Personal Assets (PNL), and Allianz Technology Trust (ATT). These companies are all part of the "asset management" industry.

Polar Capital vs.

AJ Bell (LON:AJB) and Polar Capital (LON:POLR) are both small-cap financial services companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, earnings, dividends, community ranking, media sentiment, profitability, risk, institutional ownership and analyst recommendations.

AJ Bell has higher revenue and earnings than Polar Capital. Polar Capital is trading at a lower price-to-earnings ratio than AJ Bell, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
AJ Bell£244.98M7.64£81.33M£0.202,270.00
Polar Capital£197.25M2.45£40.79M£0.421,211.90

49.9% of AJ Bell shares are held by institutional investors. Comparatively, 51.1% of Polar Capital shares are held by institutional investors. 29.6% of AJ Bell shares are held by company insiders. Comparatively, 15.0% of Polar Capital shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

AJ Bell pays an annual dividend of GBX 12 per share and has a dividend yield of 2.6%. Polar Capital pays an annual dividend of GBX 46 per share and has a dividend yield of 9.0%. AJ Bell pays out 6,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Polar Capital pays out 10,952.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Polar Capital received 289 more outperform votes than AJ Bell when rated by MarketBeat users. Likewise, 65.53% of users gave Polar Capital an outperform vote while only 42.70% of users gave AJ Bell an outperform vote.

CompanyUnderperformOutperform
AJ BellOutperform Votes
38
42.70%
Underperform Votes
51
57.30%
Polar CapitalOutperform Votes
327
65.53%
Underperform Votes
172
34.47%

AJ Bell has a net margin of 33.20% compared to Polar Capital's net margin of 20.68%. AJ Bell's return on equity of 49.62% beat Polar Capital's return on equity.

Company Net Margins Return on Equity Return on Assets
AJ Bell33.20% 49.62% 36.07%
Polar Capital 20.68%29.27%14.85%

AJ Bell currently has a consensus target price of GBX 487.50, indicating a potential upside of 7.38%. Polar Capital has a consensus target price of GBX 542.50, indicating a potential upside of 6.58%. Given AJ Bell's higher probable upside, equities research analysts plainly believe AJ Bell is more favorable than Polar Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AJ Bell
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33
Polar Capital
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50

In the previous week, AJ Bell had 6 more articles in the media than Polar Capital. MarketBeat recorded 6 mentions for AJ Bell and 0 mentions for Polar Capital. AJ Bell's average media sentiment score of 0.48 beat Polar Capital's score of 0.00 indicating that AJ Bell is being referred to more favorably in the media.

Company Overall Sentiment
AJ Bell Neutral
Polar Capital Neutral

AJ Bell has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500. Comparatively, Polar Capital has a beta of 1.14, indicating that its stock price is 14% more volatile than the S&P 500.

Summary

AJ Bell beats Polar Capital on 12 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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POLR vs. The Competition

MetricPolar CapitalAsset Management IndustryFinance SectorLON Exchange
Market Cap£483.09M£999.01M£11.06B£1.76B
Dividend Yield8.86%12.79%9.80%10.89%
P/E Ratio1,211.90777.9028.201,689.42
Price / Sales2.452,016.1843.87359,766.35
Price / Cash2.6894.8230.5236.50
Price / Book3.611.732.742.85
Net Income£40.79M£63.82M£1.03B£152.96M
7 Day Performance-3.05%-1.92%-2.88%-1.85%
1 Month Performance-2.49%0.07%-2.88%16.58%
1 Year Performance11.01%7.08%11.36%27.38%

Polar Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
POLR
Polar Capital
0.5809 of 5 stars
GBX 509
flat
GBX 542.50
+6.6%
+11.0%£483.09M£197.25M1,211.90135
AJB
AJ Bell
0.8524 of 5 stars
GBX 473.50
-0.1%
GBX 487.50
+3.0%
+40.0%£1.95B£244.98M2,367.501,373Insider Trade
Gap Down
HVPE
HarbourVest Global Private Equity
N/AGBX 2,505
-1.0%
N/A+8.6%£1.90B£149.21M2,184.90N/ANews Coverage
CLDN
Caledonia Investments
N/AGBX 3,495
+1.3%
N/A-1.7%£1.88B£236.20M947.1574
MRC
The Mercantile Investment Trust
N/AGBX 238.50
-0.6%
N/A+5.3%£1.85B£97.69M2,379.892,800
TEM
Templeton Emerging Markets Investment Trust
N/AGBX 168.60
-0.8%
N/A+10.6%£1.80B£173.08M1,405.00N/A
WWH
Worldwide Healthcare
N/AGBX 323
-0.5%
N/A+3.9%£1.74B£-56,290,000.00-2,153.33N/ANews Coverage
Positive News
JTC
JTC
2.0043 of 5 stars
GBX 1,020
+1.0%
GBX 1,250
+22.5%
+20.4%£1.66B£283.06M5,611.111,603
FGT
Finsbury Growth & Income
N/AGBX 894
-0.4%
N/A+4.1%£1.64B£143.78M1,465.57N/APositive News
PNL
Personal Assets
N/AGBX 499.50
flat
N/A+5.5%£1.63B£66.59M4,162.50N/A
ATT
Allianz Technology Trust
N/AGBX 418
+0.7%
N/A+38.4%£1.60B£520.73M316.67N/APositive News

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This page (LON:POLR) was last updated on 12/22/2024 by MarketBeat.com Staff
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