Business Description
Polar Capital Global Financials Trust PLC
ISIN : GB00B9XQT119
Description
Polar Capital Global Financials Trust PLC is an asset management firm based in the United Kingdom. Its core objective is to provide its investors with a growing dividend income with capital appreciation. To achieve this, the company invests in listed or quoted securities issued by companies in the financial sector operating in the banking, insurance, property and other subsectors. Its portfolio entails equities, index-linked and other debt securities, cash deposits, money market instruments, foreign currency exchange transactions, forward transactions, index options, and other instruments, including derivatives. It has a diversified portfolio of investments in different geographical regions such as North America, Europe, Asia, the United Kingdom, Latin America, Japan, and East Europe.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.85 | |||||
| Equity-to-Asset | 0.89 | |||||
| Debt-to-Equity | 0.12 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 4/9 | |||||
| WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 47.6 | |||||
| 3-Year EPS without NRI Growth Rate | 45.3 | |||||
| 3-Year FCF Growth Rate | -39.6 | |||||
| 3-Year Book Growth Rate | 13.2 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 46.84 | |||||
| 9-Day RSI | 53.32 | |||||
| 14-Day RSI | 56.83 | |||||
| 6-1 Month Momentum % | 7.39 | |||||
| 12-1 Month Momentum % | 31.65 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 2.54 | |||||
| 3-Year Dividend Growth Rate | 7.7 | |||||
| Forward Dividend Yield % | 2.54 | |||||
| 5-Year Yield-on-Cost % | 3.55 | |||||
| 3-Year Average Share Buyback Ratio | -26.6 | |||||
| Shareholder Yield % | 5.84 |
Profitability Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 97.99 | |||||
| FCF Margin % | 30.03 | |||||
| ROE % | 22.61 | |||||
| ROA % | 19.54 | |||||
| Years of Profitability over Past 10-Year | 7 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 4.89 | |||||
| PE Ratio without NRI | 4.89 | |||||
| Shiller PE Ratio | 27.19 | |||||
| PEG Ratio | 0.53 | |||||
| PS Ratio | 4.75 | |||||
| PB Ratio | 0.98 | |||||
| Price-to-Tangible-Book | 0.98 | |||||
| Price-to-Free-Cash-Flow | 15.81 | |||||
| Price-to-Operating-Cash-Flow | 15.81 | |||||
| EV-to-Revenue | 4.71 | |||||
| EV-to-FCF | 15.84 | |||||
| Price-to-Projected-FCF | 5.85 | |||||
| FCF Yield % | 6.49 | |||||
| Forward Rate of Return (Yacktman) % | 1.69 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Polar Capital Global Financials Trust PLC Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil £) | 118.126 | ||
| EPS (TTM) (£) | 0 | ||
| Beta | 1.21 | ||
| Volatility % | 21.77 | ||
| 14-Day RSI | 56.83 | ||
| 14-Day ATR (£) | 0.014999 | ||
| 20-Day SMA (£) | 1.8085 | ||
| 12-1 Month Momentum % | 31.65 | ||
| 52-Week Range (£) | 1.336 - 1.836 | ||
| Shares Outstanding (Mil) | 303.32 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Polar Capital Global Financials Trust PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Polar Capital Global Financials Trust PLC Stock Events
| Event | Date | Price(£) | ||
|---|---|---|---|---|
| No Event Data | ||||
Polar Capital Global Financials Trust PLC Frequently Asked Questions
What is Polar Capital Global Financials Trust PLC(CHIX:PCFTl)'s stock price today?
The current price of CHIX:PCFTl is £1.81. The 52 week high of CHIX:PCFTl is £1.84 and 52 week low is £1.34.
When is next earnings date of Polar Capital Global Financials Trust PLC(CHIX:PCFTl)?
The next earnings date of Polar Capital Global Financials Trust PLC(CHIX:PCFTl) is 2025-02-14 Est..
Does Polar Capital Global Financials Trust PLC(CHIX:PCFTl) pay dividends? If so, how much?
The Dividend Yield %  of Polar Capital Global Financials Trust PLC(CHIX:PCFTl) is 2.54% (As of Today), Highest Dividend Payout Ratio of Polar Capital Global Financials Trust PLC(CHIX:PCFTl) was 2.59. The lowest was 0.14. And the median was 0.26. The  Forward Dividend Yield % of Polar Capital Global Financials Trust PLC(CHIX:PCFTl) is 2.54%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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