Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

QLT.JO

SELL

Quilter plc · Financial Services · United Kingdom · $3.5B · Avg Vol: $4.2B/d

35
StockRank
Q
41
V
34
M
50
P/E (TTM)
22.5x
ROE
8.3%
D/E
0.2x
Dividend %
0.0%

COMPANY DESCRIPTION

Quilter plc provides advice-led investment solutions in the United Kingdom and internationally. It operates through High Net Worth and Affluent segments.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue-5.4B6.1B7.2B12.4B42.2%
EPS0.160.04-0.030.12-10.0%
Shares1.4B1.4B1.4B1.4B0.0%
Debt384.6M370.0M364.7M359.4M-2.2%
Equity2.1B2.0B1.9B1.9B-1.8%
Op CF2.2B2.8B6.1B8.2B54.6%
Inv CF-2.0B-2.5B-5.8B-7.8B
Fin CF-611.4M-163.1M-143.2M-163.1M
Loading...
PRICE (1Y)+2.8%
39934068414242174291May 13Jun 3Jun 24
SMA 50SMA 200
Close
$4135.00
RSI (14)
49.4
52W High
$4384.01
From 52W High
0.9%

SCORE BREAKDOWN

Quality
41
ROIC
0.5%21.5
ROE
8.3%38.7
GP/Assets
2.8%33.0
Op. Margin
3.2%21.4
FCF/Assets
-1.3%19.3
Piotroski
891.1
Int. Cover
16.4x61.1
D/E Ratio
0.18x68.1
Current Ratio
1.17x35.1
Value
34
P/E (TTM)
22.5x19.4
EV/EBITDA
7.1x60.1
P/FCF
N/A
P/B
0.1x25.0
P/S
0.3x97.6
Div Yield
0.0%0.3
Momentum
50
52W High %
94%60.0
RS 6M
6%73.3
SMA 50/200
1.02x46.4
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$3.5B
P/E (Forward)
Gross Margin
23.2%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of QLT.JO are excluded.

TickerCompanyMkt CapStockRankSignal
QLT.JOQuilter plc(you)$3.5B35SELL
ICG.LICG plc$6.6B37HOLD
BPT.LBridgepoint Group plc$2.8B22SELL
STJ.LSt. James's Place plc$7.9B35HOLD
SEQI.LSequoia Economic Infrastructure Income Fund Limited$1.6B26SELL
ALLFG.ASAllfunds Group plc$5.9B54HOLD
3IN.L3i Infrastructure plc$4.6B65HOLD
SYNC.LSyncona Limited$784M28SELL
RAT.LRathbones Group Plc$2.2B63HOLD
TFIF.LTwentyFour Income Fund Limited$1.3B16STRONG SELL

Peer medians: ROE 10.1% · P/E 12.1x · Gross margin 50.6%

Quilter plc (QLT.JO) — Stock Score Summary

Quilter plc (QLT.JO) has a MoatMap StockRank of 35/100 based on Quality (41/100), Value (34/100), and Momentum (50/100) factor scores. The current signal is SELL.

Quilter plc provides advice-led investment solutions in the United Kingdom and internationally. It operates through High Net Worth and Affluent segments.

Key Financial Metrics

Price$4K
Market Cap$3.5B
P/E (TTM)22.53
Price/Book0.08
Return on Equity8.3%
Return on Invested Capital0.5%
Debt/Equity18.49
Gross Margin23.2%
Operating Margin3.2%
Revenue Growth229.5%
Dividend Yield0.0%
Free Cash Flow$-1.4B

Quilter plc operates in the Asset Management industry, part of the Financial Services sector (United Kingdom).

Frequently Asked Questions

What is Quilter plc’s (QLT.JO) StockRank?
MoatMap’s StockRank for Quilter plc (QLT.JO) is 35/100, with a Sell signal. It is a composite of Quality (41), Value (34), and Momentum (50) factor ranks across MoatMap’s 20,000+ stock universe.
Does Quilter plc have an economic moat?
Quilter plc (QLT.JO) has a Quality factor score of 41/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Quilter plc a buy, hold, or sell?
MoatMap’s current signal for Quilter plc (QLT.JO) is Sell, based on a StockRank of 35/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Quilter plc in?
Quilter plc (QLT.JO) operates in the Financial Services sector, specifically the Asset Management industry (United Kingdom).