BrightSphere Investment Group, Inc. (BSIG) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Capital Southwest Corp

BrightSphere Investment Group, Inc.

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StepStone Group, Inc.

Barings BDC, Inc.

Virtus Investment Partners, Inc.

Compass Diversified Holdings

Goldman Sachs BDC, Inc.

Sixth Street Specialty Lending, Inc.

New Mountain Finance Corp.

Why is BrightSphere Investment Group, Inc. ?

Weak Long Term Fundamental Strength with a -10.38% CAGR growth in Operating Profits

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

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

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 Report

Verdict Report

How 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.

139.03%

2.95

39.69%

S&P 500

25.41%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality 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)

Sales to Capital Employed (avg)

Tax Ratio

30.22%

Dividend Payout Ratio

1.81%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

ROE (avg)

243.99%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

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

Dividend Yield

0.26%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

133.61%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Bullish

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

9What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 200.3 MM

INTEREST COVERAGE RATIO(Q)

Highest at 1,285.29

DIVIDEND PAYOUT RATIO(Y)

Highest at 14.71%

RAW MATERIAL COST(Y)

Fallen by -1.46% (YoY

DIVIDEND PER SHARE(HY)

Highest at USD 3.98

NET SALES(Q)

At USD 165.2 MM has Grown at 32.37%

-1What is not working for the Company

DEBTORS TURNOVER RATIO(HY)

Lowest at 3.98 times

Here's what is working for BrightSphere Investment Group, Inc.

Operating Cash Flow

Highest at USD 200.3 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Interest Coverage Ratio

Highest at 1,285.29

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Net Sales

At USD 165.2 MM has Grown at 32.37%

Year on Year (YoY)

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Dividend per share

Highest at USD 3.98

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Dividend Payout Ratio

Highest at 14.71%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by -1.46% (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.

Debtors Turnover Ratio

Lowest at 3.98 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio