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Jupiter Fund Management stock

JUP.L
GB00B53P2009
A1C0S3

Price

0.85
Today +/-
+0.04
Today %
+3.54 %
P

Jupiter Fund Management stock price

%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Jupiter Fund Management 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 Jupiter Fund Management 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 Jupiter Fund Management 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 Jupiter Fund Management'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.

Jupiter Fund Management Stock Price History

DateJupiter Fund Management Price
11/20/20240.85 undefined
11/19/20240.82 undefined
11/18/20240.81 undefined
11/15/20240.81 undefined
11/14/20240.80 undefined
11/13/20240.79 undefined
11/12/20240.79 undefined
11/11/20240.80 undefined
11/8/20240.79 undefined
11/7/20240.79 undefined
11/6/20240.77 undefined
11/5/20240.78 undefined
11/4/20240.80 undefined
11/1/20240.80 undefined
10/31/20240.81 undefined
10/30/20240.82 undefined
10/29/20240.81 undefined
10/28/20240.81 undefined
10/25/20240.80 undefined
10/24/20240.81 undefined
10/23/20240.84 undefined
10/22/20240.86 undefined

Jupiter Fund Management Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Jupiter Fund Management, 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 Jupiter Fund Management 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 Jupiter Fund Management’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 Jupiter Fund Management. 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 Jupiter Fund Management’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 Jupiter Fund Management’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 Jupiter Fund Management’s growth potential.

Jupiter Fund Management Revenue, EBIT and net profit per share

DateJupiter Fund Management RevenueJupiter Fund Management EBITJupiter Fund Management Net Income
2026e357 M undefined65.83 M undefined48.93 M undefined
2025e344.22 M undefined63.53 M undefined45.6 M undefined
2024e355.56 M undefined78.79 M undefined58.41 M undefined
2023405.6 M undefined84.3 M undefined-12.9 M undefined
2022443.5 M undefined133.3 M undefined47.9 M undefined
2021617.8 M undefined206.4 M undefined149.6 M undefined
2020500.5 M undefined155.5 M undefined105.3 M undefined
2019419.3 M undefined163.7 M undefined122.8 M undefined
2018460.5 M undefined188 M undefined143 M undefined
2017460.2 M undefined193.4 M undefined154.8 M undefined
2016401.8 M undefined166.2 M undefined136.3 M undefined
2015403.5 M undefined162.5 M undefined132.1 M undefined
2014388.3 M undefined133.6 M undefined125.8 M undefined
2013388.8 M undefined109.5 M undefined88.6 M undefined
2012346.4 M undefined75.5 M undefined56.2 M undefined
2011346.9 M undefined83.6 M undefined51.4 M undefined
2010318.8 M undefined77.3 M undefined22.1 M undefined
2009214.6 M undefined52.4 M undefined8.6 M undefined
2008237 M undefined40 M undefined-15.6 M undefined
2007273.4 M undefined84.8 M undefined41.8 M undefined

Jupiter Fund Management Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
273237214318346346388388403401460460419500617443405355344357
--13.19-9.7048.608.81-12.14-3.87-0.5014.71--8.9119.3323.40-28.20-8.58-12.35-3.103.78
83.5284.3985.0572.3371.6870.5274.2378.0981.6487.5388.9189.5790.4591.4092.0689.6290.86103.66106.98103.08
228200182230248244288303329351409412379457568397368000
41-1582251568812513213615414312210514947-12584548
--136.59-153.33175.00131.829.8057.1442.055.603.0313.24-7.14-14.69-13.9341.90-68.46-125.53-583.33-22.416.67
--------------------
--------------------
457.7457.7457.7457.7341.8395.8442463.1462.9459.8459.7459.2457.5505.5555.4538.9519.3000
--------------------
Details

Keystats

Revenue and Growth

The Jupiter Fund Management 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 Jupiter Fund Management 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. (k)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (B)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 (k)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (B)
20072008200920102011201220132014201520162017201820192020202120222023
                                 
235.5241.1272.9278.8188.8210.7234.9298.70330.6368.4389.9391440.8497444.6498.7
49.438.853.683.157.490.668.266.8067.5133.591.1101.2175.9136.9115.1127.5
0.10.50.10000000000003.31.3
00000000000000000
22.918.729.228.722.8028.331.132.736.416.231.120.619.811.912.512.4
307.9299.1355.8390.6269301.3331.4396.632.7434.5518.1512.1512.8636.5645.8575.5639.9
3.42.71.61.11.61.61.21.708.87.67.151.747.444.140.937.5
13.313.213.220.224.619.12.60000000001.8
000000000000300400500400400
259.6221181.7142.4103.564.527.38.10465.95.870.852.135.217.5
341.2341.2341.2341.2341.2341.2341.2341.20341.2341.2341.2341.2570.6570.6570.6494.4
30.737.427.422.228.629.227.417.4012.517.313.316.920.127.619.416.1
648.2615.5565.1527.1499.5455.6399.7368.40366.5372.1367.5415.9709.3694.9666.5567.7
0.960.910.920.920.770.760.730.770.030.80.890.880.931.351.341.241.21
                                 
32.332.332.39.29.29.29.29.209.29.29.29.211.111.110.910.9
000255.7000000000242.1000
13.3-1.96.9121.2410.1444497.85700598.6628.7612.5600.7630.5889.8829.2777.3
2.210.37.37.57.47.17.17.202.82.62.92.12.80.33.72
00000000000000000
47.840.746.5393.6426.7460.3514.1586.40610.6640.5624.6612886.5901.2843.8790.2
31.726.348.682.167.5154.88379.672.368.78454.869.753.738.465.581.6
67.870.658.24449.5061.759.271.580.598.397.378.5143.1174.6130.8125.1
97.180.558.262.731.32939.325.4019.621.213.587.6109.96154.995.4
0000900000000000000
0120000009.913.436.67443.943.24.3
196.6189.4165188.8149.2183.8184164.2153.7182.2240.1239.6239.8310.6278254.4306.4
595.9587.1627.7281.5141.477.3110000053.599.596.492.689.5
74.863.254.439.625.814.55.62.300.20.30.4012.510.36.72.3
4134.227.417.127.522.316.812.308.29.515.223.737.155.244.419.9
711.7684.5709.5338.2194.7114.133.414.608.49.815.677.2149.1161.9143.7111.7
908.3873.9874.5527343.9297.9217.4178.8153.7190.6249.9255.2317459.7439.9398.1418.1
0.960.910.920.920.770.760.730.770.150.80.890.880.931.351.341.241.21
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Jupiter Fund Management 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 Jupiter Fund Management's financial health and stability.

Assets

Jupiter Fund Management'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 Jupiter Fund Management 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 Jupiter Fund Management 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 Jupiter Fund Management'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 (M)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 (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
20072008200920102011201220132014201520162017201820192020202120222023
55-1577083801161591641711931791521371906486
24414141404040214544717262625
00000000000000000
42-60-68-6-34-19-40-44-27-33-22-50-27-6219-25-35
28633731786-1414320371712-479612
193224569730000000544
8916126303331303338423427481221
150281710810711012312215614719417014910418816288
-2-2-1-1-2-1-3-2-9-3-5-3-3-2-3-5-3
-74660103-71836-20-7-63-57-4163-1235-56
-74381116-62139-11-3-58-54-3866-840-53
00000000000000000
3660-12-80-140-65-6700000-5-68-5-7-4
261232700-3-12-20-26-26-28-32-10-48-21-24
6272-9-120-180-106-116-80-127-140-155-145-130-159-167-117-42
000-68-9-7-3053234343-4222
0000-31-33-42-56-112-116-132-151-127-83-109-90-35
31407-3-69-3247980-24-32-228983-12
147.526.216.2106.7105109.1120.4120.2147.2143.6189.4167.1146.2102185.415784.5
00000000000000000

Jupiter Fund Management stock margins

The Jupiter Fund Management margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Jupiter Fund Management. 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 Jupiter Fund Management.
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Gross margin
EBIT margin
Profit margin
Details

Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Jupiter Fund Management's sales revenue. A higher gross margin percentage indicates that the Jupiter Fund Management 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 Jupiter Fund Management'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 Jupiter Fund Management's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Jupiter Fund Management'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 Jupiter Fund Management. 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 Jupiter Fund Management's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Jupiter Fund Management Margin History

Jupiter Fund Management Gross marginJupiter Fund Management Profit marginJupiter Fund Management EBIT marginJupiter Fund Management Profit margin
2026e90.93 %18.44 %13.71 %
2025e90.93 %18.46 %13.25 %
2024e90.93 %22.16 %16.43 %
202390.93 %20.78 %-3.18 %
202289.58 %30.06 %10.8 %
202192.04 %33.41 %24.21 %
202091.47 %31.07 %21.04 %
201990.41 %39.04 %29.29 %
201889.62 %40.83 %31.05 %
201788.98 %42.03 %33.64 %
201687.46 %41.36 %33.92 %
201581.66 %40.27 %32.74 %
201478.03 %34.41 %32.4 %
201374.2 %28.16 %22.79 %
201270.58 %21.8 %16.22 %
201171.63 %24.1 %14.82 %
201072.3 %24.25 %6.93 %
200984.9 %24.42 %4.01 %
200884.64 %16.88 %-6.58 %
200783.58 %31.02 %15.29 %

Jupiter Fund Management Stock Sales Revenue, EBIT, Earnings per Share

The Jupiter Fund Management earnings per share therefore indicates how much revenue Jupiter Fund Management 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.
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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Jupiter Fund Management 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 Jupiter Fund Management'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 Jupiter Fund Management’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 Jupiter Fund Management's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Jupiter Fund Management Revenue, EBIT and net profit per share

DateJupiter Fund Management Sales per ShareJupiter Fund Management EBIT per shareJupiter Fund Management Earnings per Share
2026e0.68 undefined0 undefined0.09 undefined
2025e0.66 undefined0 undefined0.09 undefined
2024e0.68 undefined0 undefined0.11 undefined
20230.78 undefined0.16 undefined-0.02 undefined
20220.82 undefined0.25 undefined0.09 undefined
20211.11 undefined0.37 undefined0.27 undefined
20200.99 undefined0.31 undefined0.21 undefined
20190.92 undefined0.36 undefined0.27 undefined
20181 undefined0.41 undefined0.31 undefined
20171 undefined0.42 undefined0.34 undefined
20160.87 undefined0.36 undefined0.3 undefined
20150.87 undefined0.35 undefined0.29 undefined
20140.84 undefined0.29 undefined0.27 undefined
20130.88 undefined0.25 undefined0.2 undefined
20120.88 undefined0.19 undefined0.14 undefined
20111.01 undefined0.24 undefined0.15 undefined
20100.7 undefined0.17 undefined0.05 undefined
20090.47 undefined0.11 undefined0.02 undefined
20080.52 undefined0.09 undefined-0.03 undefined
20070.6 undefined0.19 undefined0.09 undefined

Jupiter Fund Management business model

Jupiter Fund Management PLC, also known as Jupiter, is a British investment company based in London. The company was founded in 1985 by John Duffield and originally operated as a manager of foreign assets. Since then, Jupiter has become one of the most well-known investment companies in Europe, offering a wide range of investment strategies, funds, and accounts. Jupiter's business model primarily focuses on offering investment products and services to retail clients, institutions, and pension funds. Jupiter operates as an independent investment manager and strives to achieve long-term returns for its clients through active management, regular adjustments, and risk-controlled investment strategies. Jupiter also offers a wide range of financial planning services to help better understand their goals and requirements. Jupiter is divided into three business segments that focus on different types of asset classes, investment strategies, and clients: Investment Management, Investment Trusts, and Institutional Clients. Each business segment has its own strategy and team of experts. The Investment Management business segment is Jupiter's core business and focuses on managing investment funds and mandates for retail clients and pension funds. Jupiter's investment fund range includes equity, bond, multi-asset, and alternative funds. Jupiter is particularly known for its equity investment funds and is considered one of the leading providers in the UK and Europe in this area. In the Investment Trusts segment, Jupiter offers various investment options for clients. Jupiter operates a range of investment trusts listed on the London Stock Exchange, allowing investors to invest in stocks, bonds, and alternative asset classes. Jupiter also offers management services for investment trusts of other companies. The Institutional Clients business segment offers specialized investment strategies and services for pension funds, foundations, asset managers, and other institutional clients. Jupiter has dedicated investment teams that specialize in various asset classes to meet the specific requirements of clients. In addition, Jupiter also offers a wide range of supplementary products and services to provide clients with professional financial planning services and comprehensive financial advice. These include training, online tools, and professional consultancy programs. Overall, Jupiter covers a broad range of investment categories, strategies, and products, providing private and institutional investors with a variety of options for their investment needs. Jupiter has earned a good reputation and is known in the investment community for its active management strategy, investment experts, and products. Jupiter Fund Management is one of the most popular companies on Eulerpool.com.

Jupiter Fund Management SWOT Analysis

Strengths

1. Strong brand recognition and reputation in the asset management industry.

2. Diversified product portfolio catering to different market segments.

3. Experienced and skilled investment professionals providing expertise across various asset classes.

Weaknesses

1. Reliance on market conditions, making profitability susceptible to fluctuations in the financial markets.

2. Limited geographical presence and exposure to specific markets, reducing potential growth opportunities.

3. Dependence on key personnel, potentially impacting operational continuity and succession planning.

Opportunities

1. Growing demand for asset management services due to increasing need for retirement planning and wealth management.

2. Expansion into emerging markets with high growth potential, tapping into new investor bases.

3. Development of innovative investment products to cater to evolving customer preferences and market trends.

Threats

1. Heightened competition from both traditional and online asset management firms, leading to potential fee pressure.

2. Economic downturns and financial crises impacting investor sentiment and reducing demand for asset management services.

3. Changing regulatory environment and increased scrutiny on the industry, requiring compliance with stricter regulations and potential fines.

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Jupiter Fund Management 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.

Jupiter Fund Management historical P/E ratio, EBIT multiple, and P/S ratio

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Jupiter Fund Management shares outstanding

The number of shares was Jupiter Fund Management in 2023 — This indicates how many shares 519.3 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
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Jupiter Fund Management 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 Jupiter Fund Management'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 Jupiter Fund Management’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 Jupiter Fund Management's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Jupiter Fund Management dividend history and estimates

In 2023, Jupiter Fund Management paid a dividend amounting to 0.07 GBP. Dividend means that Jupiter Fund Management distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details

Dividend

Dividend Overview

The dividend per year chart for Jupiter Fund Management 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 Jupiter Fund Management’s potential for long-term investment and income generation through dividends.

Investment Strategy

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

Jupiter Fund Management Dividend History

DateJupiter Fund Management Dividend
2026e0.07 undefined
2025e0.07 undefined
2024e0.07 undefined
20230.07 undefined
20220.17 undefined
20210.17 undefined
20200.17 undefined
20190.19 undefined
20180.23 undefined
20170.17 undefined
20160.15 undefined
20150.15 undefined
20140.14 undefined
20130.11 undefined
20120.09 undefined
20110.08 undefined

Jupiter Fund Management dividend payout ratio

In 2023, Jupiter Fund Management had a payout ratio of 112.66%. The payout ratio indicates the percentage of the company's profits that Jupiter Fund Management distributes as dividends.
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Payout ratio
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Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Jupiter Fund Management 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 Jupiter Fund Management 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 Jupiter Fund Management'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.

Jupiter Fund Management Payout Ratio History

DateJupiter Fund Management Payout ratio
2026e126.04 %
2025e142.63 %
2024e122.84 %
2023112.66 %
2022192.39 %
202163.48 %
202082.09 %
201971.9 %
201875.14 %
201750.48 %
201650.94 %
201552.56 %
201452.35 %
201354.44 %
201261.9 %
201153.33 %
2010112.66 %
2009112.66 %
2008112.66 %
2007112.66 %
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Unfortunately, there are currently no price targets and forecasts available for Jupiter Fund Management.

Jupiter Fund Management latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.05 0.07  (33.6 %)2024 Q2
6/30/20230.06 0.07  (8.94 %)2023 Q2
12/31/20220.05 0.07  (43.15 %)2022 Q4
6/30/20220.06 0.04  (-33.12 %)2022 Q2
12/31/20180.15 0.15  (-2.25 %)2018 Q4
6/30/20180.17 0.17  (-2.93 %)2018 Q2
12/31/20170.18 0.18  (-5.1 %)2017 Q4
6/30/20170.17 0.17  (-0.95 %)2017 Q2
12/31/20160.15  (0 %)2016 Q4
6/30/20160.15 0.14  (-1.97 %)2016 Q2
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Eulerpool ESG Scorecard© for the Jupiter Fund Management stock

Eulerpool World ESG Rating (EESG©)

80/ 100

🌱 Environment

99

👫 Social

78

🏛️ Governance

63

Environment

Scope 1 - Direct Emissions
72
Scope 2 - Indirect emissions from purchased energy
261
Scope 3 - Indirect emissions within the value chain
20,498.08
Total CO₂ emissions
333
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees36.852
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Jupiter Fund Management shareholders

%
Name
Stocks
Change
Date
19.09106 % Silchester International Investors, L.L.P.99,670,63102/20/2024
16.11157 % TA Associates Cayman, Ltd.84,115,27802/20/2024
5.52560 % Aberforth Partners LLP28,848,0525,722,3452/28/2024
4.14525 % Jupiter Fund Management Employee Benefit Trust21,641,534-5,450,08510/1/2024
2.76167 % Marathon-London14,418,13413,42010/1/2024
2.47484 % The Vanguard Group, Inc.12,920,643-107,7765/27/2024
1.92258 % Bonham Carter (Edward Bonham)10,037,409010/1/2024
1.56657 % BlackRock Institutional Trust Company, N.A.8,178,727-32,07610/1/2024
1.24502 % Montanaro Asset Management Limited6,500,00005/27/2024
1.11279 % Fidelity International5,809,680361,68110/1/2024
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Jupiter Fund Management Executives and Management Board

Mr. Matthew Beesley
Jupiter Fund Management Chief Executive Officer, Executive Director (since 2022)
Compensation 773,000
Mr. Wayne Mepham
Jupiter Fund Management Chief Financial Officer, Executive Director (since 2019)
Compensation 677,000
Mr. Roger Yates
Jupiter Fund Management Senior Independent Non-Executive Director
Compensation 109,000
Mr. David Cruickshank
Jupiter Fund Management Non-Executive Independent Chairman of the Board
Compensation 86,000
Mr. Karl Sternberg
Jupiter Fund Management Independent Non-Executive Director
Compensation 80,000
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Jupiter Fund Management Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
SupplierCustomer 0,420,880,900,62
SupplierCustomer0,760,630,830,830,420,17
SupplierCustomer0,690,870,620,690,810,29
Alpha FX Group Stock
Alpha FX Group
SupplierCustomer0,660,730,140,37-0,23-0,08
SupplierCustomer0,650,860,940,740,760,47
SupplierCustomer0,59
SupplierCustomer0,560,600,640,890,390,23
SupplierCustomer0,55-0,11-0,58-0,72-0,41-0,09
SupplierCustomer0,500,52-0,180,410,630,29
SupplierCustomer0,49-0,140,530,790,76
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Most common questions regarding Jupiter Fund Management

What values and corporate philosophy does Jupiter Fund Management represent?

Jupiter Fund Management PLC represents a set of core values and a corporate philosophy centered around excellence, integrity, and partnership. Focused on delivering superior investment expertise, Jupiter aims to build strong, long-term relationships with clients, providing transparent and innovative solutions to achieve investors' financial goals. With a commitment to putting clients first, Jupiter prioritizes active fund management, backed by their experienced team of investment professionals. Drawing on their extensive market knowledge, Jupiter consistently seeks to deliver sustainable and risk-adjusted returns, while upholding the highest standards of ethical conduct and regulatory compliance.

In which countries and regions is Jupiter Fund Management primarily present?

Jupiter Fund Management PLC is primarily present in the United Kingdom and various regions across Europe. As a leading investment management company, Jupiter operates globally, providing its services to individual and institutional investors. With its headquarters in London, the company has a strong presence in the UK market, where it offers a wide range of investment solutions. Additionally, Jupiter has a significant presence in several European countries, including Germany, Switzerland, Spain, Italy, and others. By maintaining a strong foothold in these regions, Jupiter Fund Management PLC aims to deliver high-quality investment products and services to its clients.

What significant milestones has the company Jupiter Fund Management achieved?

Jupiter Fund Management PLC has achieved several significant milestones throughout its history. Since its establishment, the company has emerged as a leading investment management firm in the financial industry. Notably, Jupiter Fund Management PLC has consistently delivered strong investment performance, providing exceptional returns for its clients. The company has also expanded its global presence, with offices and partnerships across various countries. Additionally, Jupiter Fund Management PLC has garnered numerous prestigious industry awards and accolades, reflecting its commitment to excellence and innovation in managing investments. Overall, the company continues to make remarkable strides in the investment management sector, positioning itself as a trusted and successful organization.

What is the history and background of the company Jupiter Fund Management?

Jupiter Fund Management PLC is a renowned investment management company with a rich history and strong background. Established in 1985, Jupiter has grown to become a prominent player in the financial industry. The company boasts a diverse range of investment solutions and manages assets for a global clientele, including institutional investors and individual clients. With a focus on long-term value creation and a dedication to delivering superior investment performance, Jupiter Fund Management PLC has established itself as a trusted name in the investment management field. Their commitment to excellence and expertise has earned them a solid reputation among investors worldwide.

Who are the main competitors of Jupiter Fund Management in the market?

Jupiter Fund Management PLC faces competition from several key players in the market. Some of its main competitors include asset management firms like BlackRock Inc, Schroders PLC, and Aberdeen Standard Investments. These companies also provide investment management services and compete with Jupiter Fund Management PLC in attracting and managing client assets.

In which industries is Jupiter Fund Management primarily active?

Jupiter Fund Management PLC is primarily active in the investment management industry. With a focus on managing assets for both individual and institutional investors, Jupiter Fund Management offers a wide range of investment solutions across various sectors. Their expertise spans from equity and bond investments to multi-asset and alternative strategies. As a leading player in the financial services sector, Jupiter Fund Management PLC strives to provide its clients with opportunities for long-term growth and wealth management.

What is the business model of Jupiter Fund Management?

Jupiter Fund Management PLC operates as an investment management company. The company primarily offers a range of mutual funds and other investment products and services to both individual and institutional clients. Jupiter Fund Management PLC's business model revolves around providing expert investment management solutions, aiming to deliver long-term value and meet clients' financial goals. With a diverse portfolio of funds and a focus on active management, Jupiter Fund Management PLC aims to generate attractive returns for its clients while mitigating risks.

What is the P/E ratio of Jupiter Fund Management 2024?

The Jupiter Fund Management P/E ratio is 7.53.

What is the P/S ratio of Jupiter Fund Management 2024?

The Jupiter Fund Management P/S ratio is 1.24.

What is the Quality Investing of Jupiter Fund Management?

The Quality Investing for Jupiter Fund Management is 2/10.

What is the revenue of Jupiter Fund Management 2024?

The expected Jupiter Fund Management revenue is 355.56 M GBP.

How high is the profit of Jupiter Fund Management 2024?

The expected Jupiter Fund Management profit is 58.41 M GBP.

What is the business model of Jupiter Fund Management

Jupiter Fund Management PLC is a UK-based company that offers global investment services. The company was founded in 1985 and is headquartered in London. Jupiter is listed on the London Stock Exchange and has clients worldwide. The business model of Jupiter Fund Management is based on a wide range of investment products, including investment funds, actively managed portfolios, and investment strategies. The company is divided into four main business areas: Investment Management, Investment Trusts, Private Clients, and Institutional Clients. The Investment Management division of Jupiter is designed to offer a broad range of asset classes, including stocks, bonds, and alternative investments. Jupiter operates multiple investment funds managed by experienced portfolio managers. The funds are categorized by investment styles, asset classes, and geographical regions to provide investors with a wide range of options. Jupiter also offers customized investment strategies and services tailored to the needs of clients. The Investment Trusts division of Jupiter specializes in long-term investments in assets such as UK and international stocks, bonds, and alternative investments. Jupiter has several investment trusts listed on the London Stock Exchange. The trusts managed by Jupiter provide investors with the opportunity to benefit from the company's extensive experience in various asset classes. The Private Clients division of Jupiter focuses on affluent private clients who require customized investment portfolios. Jupiter offers a wide range of investment products and strategies tailored to the specific needs of each client. The company has a team of experienced portfolio managers who work closely with clients to achieve their investment goals. The Institutional Clients division of Jupiter provides investment solutions for pension funds, insurance companies, foundations, and other institutions. Jupiter has extensive experience working with institutional clients and offers a variety of investment products and strategies that meet the needs of these clients. Overall, Jupiter Fund Management's business model is based on a combination of a wide range of investment products and strategies, experienced portfolio managers, and dedicated customer service. Jupiter has established itself as one of the leading investment management companies in the UK and has clients worldwide.

What is the Jupiter Fund Management dividend?

Jupiter Fund Management pays a dividend of 0.17 GBP distributed over payouts per year.

How often does Jupiter Fund Management pay dividends?

The dividend cannot currently be calculated for Jupiter Fund Management or the company does not pay out a dividend.

What is the Jupiter Fund Management ISIN?

The ISIN of Jupiter Fund Management is GB00B53P2009.

What is the Jupiter Fund Management WKN?

The WKN of Jupiter Fund Management is A1C0S3.

What is the Jupiter Fund Management ticker?

The ticker of Jupiter Fund Management is JUP.L.

How much dividend does Jupiter Fund Management pay?

Over the past 12 months, Jupiter Fund Management paid a dividend of 0.07 GBP . This corresponds to a dividend yield of about 8.14 %. For the coming 12 months, Jupiter Fund Management is expected to pay a dividend of 0.07 GBP.

What is the dividend yield of Jupiter Fund Management?

The current dividend yield of Jupiter Fund Management is 8.14 %.

When does Jupiter Fund Management pay dividends?

Jupiter Fund Management pays a quarterly dividend. This is distributed in the months of May, September, May, September.

How secure is the dividend of Jupiter Fund Management?

Jupiter Fund Management paid dividends every year for the past 16 years.

What is the dividend of Jupiter Fund Management?

For the upcoming 12 months, dividends amounting to 0.07 GBP are expected. This corresponds to a dividend yield of 8.23 %.

In which sector is Jupiter Fund Management located?

Jupiter Fund Management is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Jupiter Fund Management kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Jupiter Fund Management from 9/4/2024 amounting to 0.032 GBP, you needed to have the stock in your portfolio before the ex-date on 8/8/2024.

When did Jupiter Fund Management pay the last dividend?

The last dividend was paid out on 9/4/2024.

What was the dividend of Jupiter Fund Management in the year 2023?

In the year 2023, Jupiter Fund Management distributed 0.171 GBP as dividends.

In which currency does Jupiter Fund Management pay out the dividend?

The dividends of Jupiter Fund Management are distributed in GBP.

All fundamentals about Jupiter Fund Management

Our stock analysis for Jupiter Fund Management 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 Jupiter Fund Management Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.