Rathbones Group PLC RAT
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
Trading Information
- Previous Close Price
- GBX 1,790.00
- Day Range
- GBX 1,748.00–1,786.00
- 52-Week Range
- GBX 1,436.00–2,005.00
- Bid/Ask
- GBX 1,778.00 / GBX 1,794.00
- Market Cap
- GBX 185.23 Bil
- Volume/Avg
- 71 / 85,647
Key Statistics
- Price/Earnings (Normalized)
- 11.32
- Price/Sales
- 2.23
- Dividend Yield (Trailing)
- 4.92%
- Dividend Yield (Forward)
- 4.92%
- Total Yield
- 5.81%
Company Profile
Rathbones Group PLC provides investment and wealth management services to private clients, charities, professional intermediaries, and trustees. The group also provides other banking, financial advisory, tax, legal, and trust services. Alongside investment management services, Rathbone provides unit trust and multi-asset fund products sold through intermediaries to the retail sector. Nearly all the funds under management fall under the investment management category, with private clients contributing the majority of a portion of assets. The company relies on a group of committees to oversee manager performance and ensure the investment process is appropriately resourced. To meet client needs, investment offerings cover a multitude of asset classes and risk levels.
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Mid Core
- Total Number of Employees
- 3,522
- Website
- https://www.rathbones.com
Comparables
Valuation
Metric
|
RAT
|
BRK
|
LIO
|
---|---|---|---|
Price/Earnings (Normalized) | 11.32 | 10.79 | 6.38 |
Price/Book Value | 1.36 | 2.09 | 2.18 |
Price/Sales | 2.23 | 2.43 | 1.89 |
Price/Cash Flow | 10.54 | 11.64 | 13.23 |
Price/Earnings
RAT
BRK
LIO
Financial Strength
Metric
|
RAT
|
BRK
|
LIO
|
---|---|---|---|
Quick Ratio | — | 2.29 | 1.38 |
Current Ratio | — | 2.29 | 1.42 |
Interest Coverage | — | 45.05 | −27.60 |
Quick Ratio
RAT
BRK
LIO
Profitability
Metric
|
RAT
|
BRK
|
LIO
|
---|---|---|---|
Return on Assets (Normalized) | 3.49% | 13.88% | 9.68% |
Return on Equity (Normalized) | 12.71% | 17.89% | 22.46% |
Return on Invested Capital (Normalized) | — | 15.43% | 21.57% |
Return on Assets
RAT
BRK
LIO
Asset Management Industry Comparables
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
---|---|---|---|---|---|---|
BlackRock Inc
BLK
| Ycjztkpkfp | Bvrr | $140.6 Bil | |||
Blackstone Inc
BX
| Jyybtls | Zfqfk | $117.3 Bil | |||
KKR & Co Inc Ordinary Shares
KKR
| Hrqsvcnd | Wnmpkc | $115.9 Bil | |||
Ameriprise Financial Inc
AMP
| Rsqfsjbl | Zwdzlpf | $46.1 Bil | |||
State Street Corp
STT
| Mbymffbv | Pjkrc | $26.4 Bil | |||
Raymond James Financial Inc
RJF
| Hvrsqqrgb | Qrvyyl | $25.2 Bil | |||
T. Rowe Price Group Inc
TROW
| Qtrvdbpbq | Tkppg | $24.2 Bil | |||
Northern Trust Corp
NTRS
| Jgcrfmqtz | Sbdpq | $18.2 Bil | |||
The Carlyle Group Inc
CG
| Cglzryvf | Fjklsy | $15.3 Bil | |||
Franklin Resources Inc
BEN
| Qvdfcchgk | Yrwhp | $10.5 Bil |