ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is BrightSphere Investment Group, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 243.99%
2
With a growth in Net Profit of 170.3%, the company declared Very Positive results in Jun 26
- The company has declared positive results for the last 2 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 258.4 MM
- NET PROFIT(Q) At USD 27.45 MM has Grown at 169.64%
- DIVIDEND PAYOUT RATIO(Y) Highest at 13.09%
3
With ROE of 133.61%, it has a expensive valuation with a 30.78 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 103.74%, its profits have fallen by -5.7%
4
High Institutional Holdings at 100%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
5
Market Beating performance in long term as well as near term
- Along with generating 103.74% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months
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?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
BrightSphere Investment Group, Inc.
103.74%
8.27
38.12%
S&P 500
15.0%
1.13
13.24%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-4.26%
EBIT Growth (5y)
-18.53%
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
23
Industry P/E
Price to Book Value
30.78
EV to EBIT
10.31
EV to EBITDA
9.39
EV to Capital Employed
-27.29
EV to Sales
2.90
PEG Ratio
NA
Dividend Yield
0.26%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
133.61%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Bullish
Bullish
OBV
Mildly Bullish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend15What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 258.4 MM
NET PROFIT(Q)
At USD 27.45 MM has Grown at 169.64%
DIVIDEND PAYOUT RATIO(Y)
Highest at 13.09%
RAW MATERIAL COST(Y)
Fallen by -1.76% (YoY
DIVIDEND PER SHARE(HY)
Highest at USD 3.96
NET SALES(Q)
Highest at USD 194.3 MM
PRE-TAX PROFIT(Q)
At USD 39 MM has Grown at 64.56%
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for BrightSphere Investment Group, Inc.
Operating Cash Flow
Highest at USD 258.4 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 Profit
At USD 27.45 MM has Grown at 169.64%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Net Sales
Highest at USD 194.3 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 194.3 MM has Grown at 38.59%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
At USD 39 MM has Grown at 64.56%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Dividend per share
Highest at USD 3.96
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Dividend Payout Ratio
Highest at 13.09%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Fallen by -1.76% (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
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