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Polar Capital Holdings
(LSE:POLR)
Polar Capital Holdings (POLR) vs. S&P 500 (SPY)
Polar Capital Holdings Business Overview & Revenue Model
Polar Capital Holdings Financial Statement Overview
| Breakdown | |||||
| TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 212.74M | 197.25M | 185.10M | 219.42M | 218.45M | 151.01M |
| Gross Profit | |||||
| 187.56M | 174.59M | 160.39M | 187.52M | 201.24M | 138.34M |
| EBIT | |||||
| 64.27M | 58.20M | 50.38M | 58.44M | 76.02M | 51.03M |
| EBITDA | |||||
| 64.87M | 58.53M | 53.71M | 67.70M | 77.84M | 52.39M |
| Net Income Common Stockholders | |||||
| 41.81M | 40.79M | 35.61M | 48.92M | 62.72M | 40.19M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 82.59M | 146.33M | 190.02M | 198.91M | 193.87M | 146.41M |
| Total Assets | |||||
| 98.58M | 217.62M | 241.68M | 249.85M | 255.73M | 172.98M |
| Total Debt | |||||
| 0.00 | 7.51M | 9.26M | 3.14M | 4.36M | 5.62M |
| Net Debt | |||||
| -58.54M | -91.37M | -97.72M | -117.99M | -132.36M | -102.14M |
| Total Liabilities | |||||
| 27.84M | 81.72M | 98.83M | 93.61M | 104.29M | 56.90M |
| Stockholders Equity | |||||
| 70.74M | 135.90M | 142.85M | 156.25M | 151.44M | 116.08M |
| Cash Flow | Free Cash Flow | ||||
| 53.77M | 41.66M | 49.21M | 66.64M | 91.50M | 41.94M |
| Operating Cash Flow | |||||
| 54.26M | 41.91M | 49.70M | 67.19M | 91.66M | 42.05M |
| Investing Cash Flow | |||||
| -11.00M | 13.11M | -19.91M | -39.02M | -20.05M | -6.11M |
| Financing Cash Flow | |||||
| -47.42M | -62.92M | -39.94M | -51.78M | -28.32M | -40.63M |
Polar Capital Holdings Technical Analysis
Polar Capital Holdings Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | £1.87B | 22.48 | 45.56% | 2.72% | 23.46% | 23.33% | |
76 Outperform | £5.41B | 13.19 | 9.48% | 6.17% | 0.72% | 7.66% | |
70 Outperform | £399.32M | 6.26 | 8.03% | 6.92% | 0.37% | ― | |
64 Neutral | £393.89M | 9.44 | 33.77% | 11.15% | 18.08% | 22.78% | |
64 Neutral | $12.74B | 9.83 | 7.63% | 17000.35% | 12.34% | -5.32% | |
63 Neutral | £2.94B | 12.50 | 4.88% | 8.85% | -5.51% | 1596.15% | |
61 Neutral | $5.16B | 30.42 | -10.00% | 8.49% | 28.69% | -220.08% |
Polar Capital Holdings Corporate Events
Polar Capital Holdings plc, a company involved in financial services, has announced that its Executive Directors and Persons Discharging Managerial Responsibilities (PDMRs) have deferred their after-tax short-term bonus payments into ordinary shares of the company. These shares are subject to conditions, with a portion being released annually from 2026 to 2028. This move aligns with the company’s Annual Bonus and Deferred Remuneration Plan and reflects a commitment to long-term value creation for stakeholders.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Neutral.
Polar Capital Holdings maintains a solid financial foundation with strong profitability and a robust balance sheet. However, recent declines in revenue and cash flow growth, coupled with weak technical indicators, suggest potential challenges ahead. The stock’s undervaluation and high dividend yield provide some compensation for these risks, making it a mixed prospect for investors.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings PLC has announced a change in major holdings, with Canaccord Genuity Group Inc, based in Vancouver, Canada, crossing a significant threshold in voting rights. The notification indicates that Canaccord Genuity now holds 5.0119% of the voting rights, up from a previous position of 4.9425%. This change could potentially impact Polar Capital’s shareholder dynamics and influence future company decisions.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Neutral.
Polar Capital Holdings maintains a solid financial foundation with strong profitability and a robust balance sheet. However, recent declines in revenue and cash flow growth, coupled with weak technical indicators, suggest potential challenges ahead. The stock’s undervaluation and high dividend yield provide some compensation for these risks, making it a mixed prospect for investors.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings reported a 2% decrease in its Assets under Management (AuM) for the financial year ending 31 March 2025, with total AuM standing at £21.4 billion. Despite industry-wide challenges and market volatility, the company achieved net inflows of £495 million into its open-ended fund range, although this was offset by outflows and fund closures. The company remains optimistic about its long-term positioning due to its diverse fund strategies, despite short-term market challenges.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Outperform.
Polar Capital Holdings has a robust financial performance with strong profitability and a solid balance sheet. However, recent revenue and cash flow fluctuations are concerning. Technical analysis presents mixed signals, lacking clear upward momentum. The stock’s valuation is attractive due to a low P/E ratio and high dividend yield, supporting a moderately positive overall score.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings PLC, a company involved in financial services, has announced a change in its major holdings. BlackRock, Inc., a major shareholder, has reduced its voting rights in Polar Capital Holdings to below 5%, as of April 8, 2025. This change in holdings may impact Polar Capital’s shareholder structure and influence its decision-making processes.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Outperform.
Polar Capital Holdings has a robust financial performance with strong profitability and a solid balance sheet. However, recent revenue and cash flow fluctuations are concerning. Technical analysis presents mixed signals, lacking clear upward momentum. The stock’s valuation is attractive due to a low P/E ratio and high dividend yield, supporting a moderately positive overall score.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings announced a transaction involving Ms. Win Robbins, a Non-executive Director, who sold 10,000 ordinary shares and purchased 9,985 shares to transfer them into her personal ISA account. This transaction, conducted on the London Stock Exchange, reflects routine financial management by a company executive, with no immediate impact on the company’s operations or market positioning.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Outperform.
Polar Capital Holdings has a robust financial performance with strong profitability and a solid balance sheet. However, recent revenue and cash flow fluctuations are concerning. Technical analysis presents mixed signals, lacking clear upward momentum. The stock’s valuation is attractive due to a low P/E ratio and high dividend yield, supporting a moderately positive overall score.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings PLC has announced a change in its voting rights structure due to an acquisition or disposal of voting rights by Canaccord Genuity Group Inc. The notification indicates that Canaccord Genuity Group Inc., based in Vancouver, Canada, now holds 4.9425% of the voting rights in Polar Capital Holdings, down from a previous position of 5.0241%. This adjustment in voting rights may influence the company’s governance and decision-making processes, potentially impacting its strategic direction and stakeholder interests.
Spark’s Take on GB:POLR Stock
According to Spark, TipRanks’ AI Analyst, GB:POLR is a Outperform.
Polar Capital Holdings has a robust financial performance with strong profitability and a solid balance sheet. However, recent revenue and cash flow fluctuations are concerning. Technical analysis presents mixed signals, lacking clear upward momentum. The stock’s valuation is attractive due to a low P/E ratio and high dividend yield, supporting a moderately positive overall score.
To see Spark’s full report on GB:POLR stock, click here.
Polar Capital Holdings PLC has announced a change in its major holdings, with Canaccord Genuity Group Inc., based in Vancouver, Canada, increasing its voting rights to 5.0241% as of March 24, 2025. This acquisition of voting rights signifies a strategic move by Canaccord Genuity, potentially impacting Polar Capital’s governance and decision-making processes, and reflects a shift in the company’s shareholder structure.
Polar Capital Holdings PLC announced an in-specie transfer of one million shares beneficially owned by Director Gavin Rochussen. The shares were transferred from Amigona Holdings Inc to The Gani (IOM) Trust, with Rochussen’s total beneficial interest in the company remaining unchanged at approximately 1.87% of the company’s issued share capital. This transaction does not affect Rochussen’s overall stake in the company, indicating a strategic reallocation of assets rather than a change in ownership or control.
Polar Capital Holdings PLC has announced a change in its major holdings, specifically involving BlackRock, Inc. The notification indicates that BlackRock’s voting rights in Polar Capital have slightly decreased from 5.43% to 5.39%. This change in voting rights could have implications for Polar Capital’s shareholder dynamics and influence within the company, although the impact appears minimal given the small percentage change.