Why is St. James's Place Plc ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 22.82%
2
With a growth in Net Sales of 239.25%, the company declared Very Positive results in Dec 25
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
- NET SALES(Q) Highest at GBP 23,326.8 MM
- OPERATING PROFIT(Q) Highest at GBP 863.1 MM
3
With ROE of 62.59%, it has a fair valuation with a 4.02 Price to Book Value
- Over the past year, while the stock has generated a return of 4.76%, its profits have risen by 34.1% ; the PEG ratio of the company is 0.2
How much should you buy?
- Overall Portfolio exposure to St. James's Place Plc should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is St. James's Place Plc for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
St. James's Place Plc
4.76%
-0.38
35.04%
FTSE 100
17.87%
1.52
11.77%
Quality key factors
Factor
Value
Sales Growth (5y)
25.98%
EBIT Growth (5y)
0
EBIT to Interest (avg)
-2.48
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
62.02%
Dividend Payout Ratio
18.01%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
22.82%
Valuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
4.02
EV to EBIT
NA
EV to EBITDA
239.26
EV to Capital Employed
3.96
EV to Sales
0.20
PEG Ratio
0.17
Dividend Yield
165.93%
ROCE (Latest)
ROE (Latest)
62.59%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
Technical Movement
11What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
Highest at GBP 23,326.8 MM
OPERATING PROFIT(Q)
Highest at GBP 863.1 MM
PRE-TAX PROFIT(Q)
Highest at GBP 849.7 MM
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for St. James's Place Plc
Net Sales
At GBP 23,326.8 MM has Grown at 130.31%
Year on Year (YoY)MOJO Watch
Near term sales trend is extremely positive
Net Sales (GBP MM)
Pre-Tax Profit
At GBP 849.7 MM has Grown at 87.74%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (GBP MM)
Net Sales
Highest at GBP 23,326.8 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (GBP MM)
Operating Profit
Highest at GBP 863.1 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (GBP MM)
Pre-Tax Profit
Highest at GBP 849.7 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Raw Material Cost
Fallen by 0% (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






