ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is BrightSphere Investment Group, Inc. ?
1
Weak Long Term Fundamental Strength with a -10.38% CAGR growth in Operating Profits
2
Positive results in Jun 25
- OPERATING CASH FLOW(Y) Highest at USD 111.6 MM
- RAW MATERIAL COST(Y) Fallen by -0.66% (YoY)
- NET PROFIT(9M) Higher at USD 73.06 MM
3
With ROE of 420.50%, it has a fair valuation with a 50.29 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 59.86%, its profits have risen by 30.8% ; the PEG ratio of the company is 0.3
4
Market Beating Performance
- The stock has generated a return of 59.86% in the last 1 year, much higher than market (S&P 500) returns of 14.11%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to BrightSphere Investment Group, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is BrightSphere Investment Group, Inc. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
BrightSphere Investment Group, Inc.
100.51%
2.95
39.69%
S&P 500
14.9%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-4.36%
EBIT Growth (5y)
-18.85%
EBIT to Interest (avg)
8.08
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
30.22%
Dividend Payout Ratio
1.81%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
243.99%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
22
Industry P/E
Price to Book Value
29.90
EV to EBIT
10.33
EV to EBITDA
9.39
EV to Capital Employed
-42.14
EV to Sales
2.86
PEG Ratio
NA
Dividend Yield
0.27%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
133.61%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Bullish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
No Trend
OBV
Mildly Bearish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend5What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 183.5 MM
RAW MATERIAL COST(Y)
Fallen by 0.36% (YoY
NET SALES(Q)
Highest at USD 175.6 MM
-3What is not working for the Company
INTEREST(Q)
Highest at USD 7 MM
Here's what is working for BrightSphere Investment Group, Inc.
Operating Cash Flow
Highest at USD 183.5 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 175.6 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Raw Material Cost
Fallen by 0.36% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for BrightSphere Investment Group, Inc.
Interest
At USD 7 MM has Grown at 25%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Interest
Highest at USD 7 MM
in the last five periods and Increased by 25% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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