ScoreWhy is Quilter Plc ?
1
Poor long term growth as Net Sales has grown by an annual rate of 30.94% and Operating profit at -1.45%
2
Positive results in Jun 25
- OPERATING CASH FLOW(Y) Highest at GBP 8,749 MM
- DEBT-EQUITY RATIO (HY) Lowest at -134.3 %
- RAW MATERIAL COST(Y) Fallen by -0.46% (YoY)
3
Risky -
- The stock is trading risky as compared to its average historical valuations
- Over the past year, while the stock has generated a return of 20.49%, its profits have fallen by -100.9%
4
Market Beating performance in long term as well as near term
- Along with generating 20.49% returns in the last 1 year, the stock has outperformed FTSE 100 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Quilter Plc 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 Quilter Plc for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Quilter Plc
20.49%
1.88
29.72%
FTSE 100
15.94%
1.23
12.99%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
30.94%
EBIT Growth (5y)
-1.45%
EBIT to Interest (avg)
3.87
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
100.00%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
0
ROE (avg)
2.00%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
47
Industry P/E
Price to Book Value
1.65
EV to EBIT
2.03
EV to EBITDA
2.03
EV to Capital Employed
-0.21
EV to Sales
0.03
PEG Ratio
NA
Dividend Yield
3.74%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
3.52%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
No Trend
No Trend
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend16What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 8,749 MM
DEBT-EQUITY RATIO
(HY)
Lowest at -134.3 %
RAW MATERIAL COST(Y)
Fallen by -0.46% (YoY
CASH AND EQV(HY)
Highest at GBP 2,165 MM
DIVIDEND PER SHARE(HY)
Highest at GBP 7.09
PRE-TAX PROFIT(Q)
Highest at GBP 99 MM
NET PROFIT(Q)
Highest at GBP 45.54 MM
EPS(Q)
Highest at GBP 0.03
-2What is not working for the Company
NET SALES(Q)
At GBP 2,563 MM has Fallen at -24.28%
Here's what is working for Quilter Plc
Net Profit
At GBP 45.54 MM has Grown at 250.31%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (GBP MM)
Operating Cash Flow
Highest at GBP 8,749 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 (GBP MM)
Debt-Equity Ratio
Lowest at -134.3 % and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Pre-Tax Profit
Highest at GBP 99 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Net Profit
Highest at GBP 45.54 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (GBP MM)
EPS
Highest at GBP 0.03
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (GBP)
Cash and Eqv
Highest at GBP 2,165 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Dividend per share
Highest at GBP 7.09
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Raw Material Cost
Fallen by -0.46% (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 Quilter Plc
Net Sales
At GBP 2,563 MM has Fallen at -24.28%
Year on Year (YoY)MOJO Watch
Near term sales trend is very negative
Net Sales (GBP MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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