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Overview
Profile

Charles Stanley Group Company

CAY.L
GB0006556046
936280

Price

5.13
Today +/-
+0
Today %
+0 %
P

Charles Stanley Group stock price

%
Weekly
Details

Price

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Overview

The Quote Chart provides detailed and dynamic insights into the Charles Stanley Group stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Charles Stanley Group stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Charles Stanley Group stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Charles Stanley Group's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Charles Stanley Group Stock Price History

DateCharles Stanley Group Price
1/21/20225.13 undefined
1/20/20225.13 undefined

Charles Stanley Group Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Charles Stanley Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Charles Stanley Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Charles Stanley Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Charles Stanley Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Charles Stanley Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Charles Stanley Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Charles Stanley Group’s growth potential.

Charles Stanley Group Revenue, EBIT and net profit per share

DateCharles Stanley Group RevenueCharles Stanley Group EBITCharles Stanley Group Net Income
2026e227.22 M undefined34.15 M undefined27.69 M undefined
2025e215.43 M undefined29.28 M undefined23.7 M undefined
2024e210.38 M undefined25.85 M undefined20.89 M undefined
2023e200.08 M undefined22.25 M undefined17.9 M undefined
2022e189.11 M undefined19 M undefined15.3 M undefined
2021171.15 M undefined16.2 M undefined10.47 M undefined
2020173.01 M undefined21.6 M undefined14.25 M undefined
2019155.16 M undefined9.39 M undefined9 M undefined
2018150.86 M undefined6.51 M undefined8.73 M undefined
2017141.63 M undefined7.81 M undefined6.26 M undefined
2016138.65 M undefined287,000 undefined-307,000 undefined
2015144.26 M undefined2.39 M undefined-6.15 M undefined
2014149 M undefined5.6 M undefined4.8 M undefined
2013127.6 M undefined8.7 M undefined6.8 M undefined
2012119.6 M undefined8.1 M undefined5.9 M undefined
2011125.6 M undefined12.9 M undefined9.5 M undefined
2010115 M undefined9.7 M undefined6.8 M undefined
2009101.8 M undefined7.9 M undefined6.5 M undefined
2008105.6 M undefined10.3 M undefined8.9 M undefined
200798.2 M undefined13.5 M undefined12.4 M undefined
200692.6 M undefined11.4 M undefined8.6 M undefined
200578 M undefined6.2 M undefined4.7 M undefined
200468.2 M undefined5.5 M undefined3.8 M undefined
200351.1 M undefined0 undefined400,000 undefined
200254.6 M undefined5.7 M undefined5.3 M undefined

Charles Stanley Group Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)SHARES (M)DOCUMENTS
1998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022e2023e2024e2025e2026e
29456970545168789298105101115125119127149144138141150155173171189200210215227
-55.1753.331.45-22.86-5.5633.3314.7117.956.527.14-3.8113.868.70-4.806.7217.32-3.36-4.172.176.383.3311.61-1.1610.535.825.002.385.58
13.7913.3320.2920.0014.815.8813.2412.82---------------------
46141483910000000000000000000000
461414505611131079128852076921161922252934
13.7913.3320.2920.009.26-7.357.6911.9613.279.526.937.839.606.726.303.361.39-4.964.005.8112.149.3610.0511.0011.9013.4914.98
3591150348128669564-6068914101517202327
-66.6780.0022.22-54.55--33.33100.0050.00-33.33-25.00-50.00-44.4420.00-33.33-250.00--33.3312.5055.56-28.5750.0013.3317.6515.0017.39
42.242.242.142.14343.544.144.143.943.944.244.144.344.545.345.445.745.6650.3950.7251.5651.7351.8152.4400000
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Details

Keystats

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Revenue and Growth

The Charles Stanley Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Charles Stanley Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (k)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021
                                               
11.818.226.432.126.327.334.945.348.143.535.136.136.745.742.140.638.728.5548.1754.6265.7483.4494.97107.29
189.1200.3448172.7142.6177.4170229.9237.5265295.8253.1184.1220.4261.6255.7200.5255.98135.14137.74169.19185.61200.43224.56
0.20.40.30.30.80.40.40.60.60.40.60.81.12.233.17.86.488.483.224.212.830.510.29
000000000000000000000000
0.30.70.50.90.71.11.11.51.82.12.63.32.92.12.72.74.45.034.5912.694.622.872.975.94
201.4219.6475.2206170.4206.2206.4277.3288311334.1293.3224.8270.4309.4302.1251.4296.05196.37208.26243.76274.74298.87338.08
4.44.84.36.86.25.25.565.56.17.47.76.16.26.87.513.713.2910.739.989.688.7118.1814.53
0.40.50.63.742.73.74.87.24.94.96.26.45.25.577.37.056.975.635.823.64.990.1
0000000000001.51.41.21.41.50.420.2500.95000
0000000003.25.611.2108.79.27.49.810.19.47.175.244.296.314.77
21.81.92.57.58.211.813.515.615.423.225.525.525.525.525.525.5161614.0514.0514.0513.713.7
000000000000.60.50.50.91.51.32.562.041.882.082.131.181.31
6.87.16.81317.716.12124.328.329.641.151.25047.549.150.359.149.4245.3938.737.8132.7844.3634.42
208.2226.7482219188.1222.3227.4301.6316.3340.6375.2344.5274.8317.9358.5352.4310.5345.46241.76246.96281.58307.52343.23372.5
                                               
2.52.510.110.510.510.510.510.510.510.6111111.111.311.311.311.311.4912.6712.6712.6912.6912.7813.03
0.40.400000000.41.91.91.82.52.52.52.64.144.44.434.564.635.175.21
8.112.513.622.82725.627.430.840.750.655.656.958.166.966.365.96750.5665.6368.5979.0187.395.36105.76
000000000000000000000000
000.13.13.32.12.74.142.32.52.32.31.51.52.22.52.712.673.381.61.993.50.04
1115.423.836.440.838.240.645.455.263.97172.173.382.281.681.983.468.8985.3789.0797.86106.61116.82124.03
0000000000000000191.8246.37126.15121.97141.41158.51168.47198.19
3.44.76.25.52.82.14.56.4889.27.577.27.410.116.812.096.1912.7614.2714.9618.3217.15
-170.5-231.2-328.2-343.6-370.8-405.1-443.8-541.7-653.87.82.88.65.94.85.14.79.37.2113.9511.5119.8318.8119.9318.93
00001.500010.70.31.50.20.10000000000
0.50.61.41.61.10.10.5100.20.20.20.700.20.20.2000002.833.09
-166.6-225.9-320.6-336.5-365.4-402.9-438.8-534.3-644.816.712.517.813.812.112.715218.1265.67146.29146.23175.52192.28209.54237.36
3.63.32.11.40.30.20.30.60.60.11.40000021.8200009.726.6
0000000050002000000000000000
1000011.11.12.51.53.95.65.93.46.49713.0910.0911.648.278.87.475.21
4.63.32.11.40.31.21.41.73.61.65.55.65.93.46.49914.9110.0911.648.278.817.1911.81
-162-222.6-318.5-335.1-365.1-401.7-437.4-532.6-641.218.31823.419.715.519.124227.1280.58156.38157.87183.79201.09226.73249.16
-151-207.2-294.7-298.7-324.3-363.5-396.8-487.2-58682.28995.59397.7100.7105.9310.5349.48241.74246.94281.65307.69343.54373.2
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Charles Stanley Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Charles Stanley Group's financial health and stability.

Assets

Charles Stanley Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Charles Stanley Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Charles Stanley Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Charles Stanley Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (k)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021
361414505613171291013896-60811111713
1121233422244344514654356
000000000000000000000000
01-5-3-6346-5-14-66-3-1-5-53-72-1-220-3
00000000-2,000-4,000-2,000-1,0000-1,00000000-3,00001,000-1,0001,000
000000000000000000000000
013531033553233120012233
6101113261316816191014671508912192218
-2-1-1-2-1-1-1-2-4-3-8-4-4-3-4-3-11-2-3-3-3-1-2-2
-2-2-2-3-4-1-4-4-1-3-14-11-4-4-5-4-13-6-13-2-927
0-1-10-20-2-120-5-700-10-1-3161-849
000000000000000000000000
200-1-1-2000000000020-1000-3-3
0000000000100000011600000
2-1-1-2-3-4-2-2-2-3-2-3-5-1-4-5-3-412-2-3-4-7-8
------------------------
000-1-1-1-1-2-2-3-3-3-5-1-4-5-5-5-1-2-3-4-4-4
6666-507103-5-9308-3-1-1-101910751716
000000000000000000000000
000000000000000000000000

Charles Stanley Group stock margins

The Charles Stanley Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Charles Stanley Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Charles Stanley Group.

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Charles Stanley Group's sales revenue. A higher gross margin percentage indicates that the Charles Stanley Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Charles Stanley Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Charles Stanley Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Charles Stanley Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Charles Stanley Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Charles Stanley Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Charles Stanley Group Margin History

Charles Stanley Group Gross marginCharles Stanley Group Profit marginCharles Stanley Group EBIT marginCharles Stanley Group Profit margin
2026e13.59 %15.03 %12.19 %
2025e13.59 %13.59 %11 %
2024e13.59 %12.29 %9.93 %
2023e13.59 %11.12 %8.95 %
2022e13.59 %10.05 %8.09 %
202113.59 %9.47 %6.12 %
202013.59 %12.49 %8.24 %
201913.59 %6.05 %5.8 %
201813.59 %4.32 %5.79 %
201713.59 %5.51 %4.42 %
201613.59 %0.21 %-0.22 %
201513.59 %1.66 %-4.26 %
201413.59 %3.76 %3.22 %
201313.59 %6.82 %5.33 %
201213.59 %6.77 %4.93 %
201113.59 %10.27 %7.56 %
201013.59 %8.43 %5.91 %
200913.59 %7.76 %6.39 %
200813.59 %9.75 %8.43 %
200713.59 %13.75 %12.63 %
200613.59 %12.31 %9.29 %
200513.59 %7.95 %6.03 %
200413.64 %8.06 %5.57 %
20036.26 %0 %0.78 %
200215.57 %10.44 %9.71 %

Charles Stanley Group Stock Sales Revenue, EBIT, Earnings per Share

The Charles Stanley Group earnings per share therefore indicates how much revenue Charles Stanley Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

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  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Charles Stanley Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Charles Stanley Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Charles Stanley Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Charles Stanley Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Charles Stanley Group Revenue, EBIT and net profit per share

DateCharles Stanley Group Sales per ShareCharles Stanley Group EBIT per shareCharles Stanley Group Earnings per Share
2026e4.27 undefined0 undefined0.52 undefined
2025e4.05 undefined0 undefined0.45 undefined
2024e3.95 undefined0 undefined0.39 undefined
2023e3.76 undefined0 undefined0.34 undefined
2022e3.55 undefined0 undefined0.29 undefined
20213.26 undefined0.31 undefined0.2 undefined
20203.34 undefined0.42 undefined0.28 undefined
20193 undefined0.18 undefined0.17 undefined
20182.93 undefined0.13 undefined0.17 undefined
20172.79 undefined0.15 undefined0.12 undefined
20162.75 undefined0.01 undefined-0.01 undefined
20153.16 undefined0.05 undefined-0.13 undefined
20143.26 undefined0.12 undefined0.11 undefined
20132.81 undefined0.19 undefined0.15 undefined
20122.64 undefined0.18 undefined0.13 undefined
20112.82 undefined0.29 undefined0.21 undefined
20102.6 undefined0.22 undefined0.15 undefined
20092.31 undefined0.18 undefined0.15 undefined
20082.39 undefined0.23 undefined0.2 undefined
20072.24 undefined0.31 undefined0.28 undefined
20062.11 undefined0.26 undefined0.2 undefined
20051.77 undefined0.14 undefined0.11 undefined
20041.55 undefined0.12 undefined0.09 undefined
20031.17 undefined0 undefined0.01 undefined
20021.27 undefined0.13 undefined0.12 undefined

Charles Stanley Group business model

The Charles Stanley Group PLC is a leading British company in the investment management and asset management sector. The company's history dates back to 1792, when John Charles Stanley was operating as a broker for bills and checks in London. Over time, the company has become one of the most important providers of asset management in the UK. Today, Charles Stanley Group is a publicly traded company with around 2,000 employees and over £25 billion managed assets. The company's business model is based on comprehensive advice for private and institutional clients, focused on long-term investment strategies. It prioritizes high-quality customer service and personalized investment advice. Charles Stanley Group offers a wide range of investment solutions for various asset classes, including stocks, bonds, real estate, and alternative investments. Additionally, it has its own fund platform and provides investment and asset management services to clients in the UK, Europe, and Asia. The company is divided into several divisions to ensure effective support for different customer needs, including asset management, financial planning, and institutional trading. The asset management division focuses on personalized investment advice for private clients and offers a broad range of investment strategies. It emphasizes a comprehensive analysis of customer needs and a diversied long-term investment strategy tailored to individual clients. The financial planning division offers comprehensive advice for financial planning and retirement to clients. It develops individual solutions for retirement savings, wealth protection, and wealth transfer to the next generation. The institutional trading division is focused on trading stocks, bonds, and other securities for institutional clients, offering a comprehensive range of trading and research services. In addition to these divisions, Charles Stanley Group offers a range of products and solutions tailored to the diverse needs of its customers, including investment funds, ETFs, structured products, as well as services such as stock trading, forex trading, and trading tools. Overall, Charles Stanley Group stands out for its extensive experience in investment management and strong customer focus. The company is dedicated to developing personalized solutions for its clients' different needs while providing high quality and transparency. It prioritizes long-term, high-quality customer relationships and close collaboration with clients. Charles Stanley Group is one of the most popular companies on Eulerpool.com.

Charles Stanley Group SWOT Analysis

Strengths

1. Strong Reputation: Charles Stanley Group PLC has built a solid reputation in the financial services industry.

2. Established Brand: The company's long history and recognizable brand name contribute to its credibility and client trust.

3. Diverse Service Offerings: Offering a wide range of financial services such as wealth management, investment advice, and stockbroking allows Charles Stanley to cater to various client needs.

4. Experienced Team: The company boasts a team of skilled and knowledgeable professionals with expertise in different areas of financial services.

Weaknesses

1. Market Competition: Charles Stanley operates in a highly competitive market, facing competition from other established financial firms.

2. Limited Global Presence: The company's operations are primarily focused on the UK market, which limits its potential for international growth.

3. Reliance on Market Conditions: The company's performance is strongly influenced by market fluctuations, making it vulnerable to economic downturns.

Opportunities

1. Expansion into Emerging Markets: Charles Stanley can explore opportunities to expand its operations in emerging markets with growing economies and increasing demand for financial services.

2. Technological Advancements: Embracing digital innovations and investing in technology can enhance customer experience, improve operational efficiency, and gain a competitive edge.

3. Product and Service Diversification: Introducing new products or enhancing existing services can attract a broader client base and create additional revenue streams.

Threats

1. Regulatory Changes: Changes in financial regulations can impact the company's operations, requiring adaptation and additional compliance efforts.

2. Economic Volatility: Uncertain economic conditions and market instability pose risks to Charles Stanley's financial performance and investor confidence.

3. Changing Customer Preferences: Shifts in customer preferences towards automated investment platforms or alternative financial services may impact traditional wealth management businesses.

Charles Stanley Group Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Charles Stanley Group historical P/E ratio, EBIT multiple, and P/S ratio

Charles Stanley Group shares outstanding

The number of shares was Charles Stanley Group in 2023 — This indicates how many shares 52.438 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Charles Stanley Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Charles Stanley Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Charles Stanley Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Charles Stanley Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Charles Stanley Group stock splits

In Charles Stanley Group's history, there have been no stock splits.

Charles Stanley Group dividend history and estimates

In 2023, Charles Stanley Group paid a dividend amounting to 0.17 GBP. Dividend means that Charles Stanley Group distributes a portion of its profits to its owners.

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Dividend
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Dividend

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Dividend Overview

The dividend per year chart for Charles Stanley Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Charles Stanley Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Charles Stanley Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Charles Stanley Group Dividend History

DateCharles Stanley Group Dividend
2026e0.27 undefined
2025e0.23 undefined
2024e0.21 undefined
2023e0.17 undefined
2022e0.14 undefined
20210.13 undefined
20200.09 undefined
20190.09 undefined
20180.08 undefined
20170.07 undefined
20160.05 undefined
20150.04 undefined
20140.14 undefined
20130.13 undefined
20120.13 undefined
20110.12 undefined
20100.11 undefined
20090.1 undefined
20080.1 undefined
20070.09 undefined
20060.08 undefined
20050.06 undefined
20040.05 undefined
20030.05 undefined
20020.05 undefined

Charles Stanley Group dividend payout ratio

In 2023, Charles Stanley Group had a payout ratio of 49.22%. The payout ratio indicates the percentage of the company's profits that Charles Stanley Group distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Charles Stanley Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Charles Stanley Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Charles Stanley Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Charles Stanley Group Payout Ratio History

DateCharles Stanley Group Payout ratio
2026e51.73 %
2025e51.26 %
2024e54.72 %
2023e49.22 %
2022e49.84 %
202165.09 %
202032.72 %
201951.71 %
201848.72 %
201756.72 %
2016-820.62 %
2015-28.89 %
2014129.59 %
201389.02 %
201295.97 %
201157.25 %
201070.58 %
200966.72 %
200847.46 %
200732.85 %
200640.84 %
200557.86 %
200462.54 %
2003543.75 %
200240.57 %
Unfortunately, there are currently no price targets and forecasts available for Charles Stanley Group.

Charles Stanley Group shareholders

%
Name
Stocks
Change
Date
25.84932 % Howard (Sir David Howarth Seymour)13,758,747948,5288/11/2021
11.11528 % Liontrust Investment Partners LLP5,916,299-252,35611/19/2021
9.63294 % Howard (John L S)5,127,2993103/31/2021
8.98193 % J.P. Morgan Securities plc4,780,7904,780,7908/26/2021
3.71336 % Bank of America Corp1,976,5001,976,5008/26/2021
2.78038 % J O Hambro Capital Management Limited1,479,903-353,2793/31/2021
2.62951 % Wellcome Trust1,399,602-1,324,8007/30/2021
2.52012 % Barclays Wealth1,341,380-389,43612/13/2021
2.43604 % Fidelity International1,296,627-320,7438/9/2021
1.60691 % Société Générale Securities Services S.A.855,305855,3059/16/2021
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Charles Stanley Group Executives and Management Board

Mr. Paul Abberley62
Charles Stanley Group Chief Executive Officer, Executive Director (since 2014)
Compensation 742,000
Mr. Benjamin Money-Coutts
Charles Stanley Group Chief Financial Officer, Executive Director (since 2015)
Compensation 511,000
Mr. Gary Teper42
Charles Stanley Group Head of Investment Management Services, Executive Director (since 2012)
Compensation 390,000
Mr. E. Michael Clark68
Charles Stanley Group Executive Director (since 2012)
Compensation 315,000
Mr. James Rawlingson53
Charles Stanley Group Chief Financial Officer, Executive Director (since 2011)
Compensation 222,000
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Charles Stanley Group Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Tristel Stock
Tristel
SupplierCustomer0,24-0,06-0,15-0,52-0,88-
Renew Stock
Renew
SupplierCustomer0,130,080,14-0,53-0,22-
Schroders Stock
Schroders
SupplierCustomer0,110,050,59-0,25-0,73-
Liontrust Asset Mgmt Stock
Liontrust Asset Mgmt
SupplierCustomer0,050,090,45-0,55-0,62-
ScotGems Stock
ScotGems
SupplierCustomer0,03-0,12-0,39-0,34-0,61-
Focusrite Stock
Focusrite
SupplierCustomer0,030,070,40-0,36-0,45-
Kier Group Stock
Kier Group
SupplierCustomer-0,140,030,42-0,47-0,82-
Jupiter Emerging Stock
Jupiter Emerging
SupplierCustomer-0,17-0,12-0,12-0,51-0,69-
Pendal Group Stock
Pendal Group
SupplierCustomer-0,34-0,16-0,10-0,49-0,93-
1

Most common questions regarding Charles Stanley Group

What values and corporate philosophy does Charles Stanley Group represent?

As a highly reputable financial services company, Charles Stanley Group PLC embodies a set of core values and a corporate philosophy that sets them apart. Committed to integrity, professionalism, and client-centric approach, Charles Stanley Group PLC strives to deliver exceptional personalized investment and wealth management services to individuals and institutions alike. With a strong emphasis on trust, transparency, and accountability, the company upholds high standards of ethical behavior and prudent financial decision-making. As a result, Charles Stanley Group PLC has established a solid reputation in the financial industry, earning the trust and loyalty of their clients over the years.

In which countries and regions is Charles Stanley Group primarily present?

Charles Stanley Group PLC is primarily present in the United Kingdom.

What significant milestones has the company Charles Stanley Group achieved?

The Charles Stanley Group PLC has achieved several significant milestones throughout its history. Established in 1792, the company has grown to become one of the leading investment management firms in the United Kingdom. Over the years, Charles Stanley has expanded its services and client base, demonstrating its ability to adapt and thrive in evolving market conditions. The company has consistently focused on providing personalized and comprehensive investment solutions to its clients, earning a strong reputation for its expertise and professionalism. Charles Stanley has also received numerous industry accolades and awards, further solidifying its position as a trusted and successful financial institution.

What is the history and background of the company Charles Stanley Group?

Charles Stanley Group PLC is a renowned financial services company with a rich history and background. Established in 1792, Charles Stanley has been providing expert advice and managing investments for over two centuries. It is one of the oldest firms in the London Stock Exchange and has emerged as a trusted name in the industry. With a client-centric approach, the company offers a wide range of services including wealth management, financial planning, and investment advisory. Charles Stanley Group PLC is committed to delivering personalized solutions, leveraging its extensive experience and expertise to help individuals and institutions achieve their financial goals.

Who are the main competitors of Charles Stanley Group in the market?

The main competitors of Charles Stanley Group PLC in the market are other prominent financial institutions, such as Barclays Wealth Management, Hargreaves Lansdown, and Lloyds Private Banking.

In which industries is Charles Stanley Group primarily active?

Charles Stanley Group PLC is primarily active in the financial services industry. It provides a wide range of investment services, including wealth management, financial planning, and investment banking. With a rich history spanning over 200 years, Charles Stanley has built a strong reputation for trustworthiness and expertise in the financial sector. The company serves a diverse client base, including individuals, families, charities, and institutions. Through its comprehensive suite of services, Charles Stanley Group PLC aims to help clients achieve their financial goals and navigate the complexities of the investment landscape.

What is the business model of Charles Stanley Group?

The business model of Charles Stanley Group PLC is centered around wealth management and financial services. As one of the UK's leading investment firms, Charles Stanley provides personalized investment advice, portfolio management, and financial planning to individual and institutional clients. With a focus on long-term relationships and exceptional client service, the company aims to preserve and grow clients' wealth over time. Charles Stanley's business model is built on a comprehensive range of investment solutions, including discretionary, execution-only, and advisory services, catering to the diverse needs of its clients.

What is the P/E ratio of Charles Stanley Group 2024?

The Charles Stanley Group P/E ratio is 12.87.

What is the P/S ratio of Charles Stanley Group 2024?

The Charles Stanley Group P/S ratio is 1.28.

What is the Quality Investing of Charles Stanley Group?

The Quality Investing for Charles Stanley Group is 3/10.

What is the revenue of Charles Stanley Group 2024?

The expected Charles Stanley Group revenue is 210.38 M GBP.

How high is the profit of Charles Stanley Group 2024?

The expected Charles Stanley Group profit is 20.89 M GBP.

What is the business model of Charles Stanley Group

Charles Stanley Group PLC is a British financial services company that offers a wide range of wealth management services. The company was founded in 1792 and is headquartered in London. The business model of Charles Stanley Group PLC is based on providing services in various sectors. The company's primary activity is asset management, which is considered the core business of the firm. This involves advising and managing the assets of individuals, families, foundations, and companies. The company also offers services in investment banking, such as stock trading, bonds, derivatives, and foreign exchange. This includes advisory services for mergers and acquisitions, initial public offerings, and capital raising. Another area where the company operates is securities trading. This includes trading stocks, bonds, and exchange-traded funds (ETFs), as well as derivative financial instruments. The company is also involved in the administration and management of pension plans. It provides complex solutions for the asset management of pension insurance and creates long-term wealth strategies tailored to the needs of customers. The company places great emphasis on creating individual investment strategies tailored to the personal needs of customers. The strategies of Charles Stanley Group PLC are based on a combination of well-founded market analysis, years of experience, and a deep understanding of customer needs. In addition, innovative digital tools such as an app and an online customer portal are offered to enable customers to easily operate and control their own services. In summary, Charles Stanley Group PLC is an established financial services company that offers its customers a wide range of wealth management services. The various sectors include asset management, investment banking, securities trading, and pension plans. The investment strategies are based on the individual needs of customers and include both traditional and digital solutions.

What is the Charles Stanley Group dividend?

Charles Stanley Group pays a dividend of 0 GBP distributed over payouts per year.

How often does Charles Stanley Group pay dividends?

The dividend cannot currently be calculated for Charles Stanley Group or the company does not pay out a dividend.

What is the Charles Stanley Group ISIN?

The ISIN of Charles Stanley Group is GB0006556046.

What is the Charles Stanley Group WKN?

The WKN of Charles Stanley Group is 936280.

What is the Charles Stanley Group ticker?

The ticker of Charles Stanley Group is CAY.L.

How much dividend does Charles Stanley Group pay?

Over the past 12 months, Charles Stanley Group paid a dividend of 0.13 GBP . This corresponds to a dividend yield of about 2.54 %. For the coming 12 months, Charles Stanley Group is expected to pay a dividend of 0.23 GBP.

What is the dividend yield of Charles Stanley Group?

The current dividend yield of Charles Stanley Group is 2.54 %.

When does Charles Stanley Group pay dividends?

Charles Stanley Group pays a quarterly dividend. This is distributed in the months of July, January, July, January.

How secure is the dividend of Charles Stanley Group?

Charles Stanley Group paid dividends every year for the past 25 years.

What is the dividend of Charles Stanley Group?

For the upcoming 12 months, dividends amounting to 0.23 GBP are expected. This corresponds to a dividend yield of 4.45 %.

In which sector is Charles Stanley Group located?

Charles Stanley Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Charles Stanley Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Charles Stanley Group from 1/14/2022 amounting to 0.04 GBP, you needed to have the stock in your portfolio before the ex-date on 12/9/2021.

When did Charles Stanley Group pay the last dividend?

The last dividend was paid out on 1/14/2022.

What was the dividend of Charles Stanley Group in the year 2023?

In the year 2023, Charles Stanley Group distributed 0.143 GBP as dividends.

In which currency does Charles Stanley Group pay out the dividend?

The dividends of Charles Stanley Group are distributed in GBP.

All fundamentals about Charles Stanley Group

Our stock analysis for Charles Stanley Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Charles Stanley Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.