Polar Capital Holdings (POLR) AI Stock Analysis

• Market Cap: £594.02M
• Dividend Yield: 8.73%
• Average Volume (3M): 366.11K
• Price to Earnings (P/E): 5.7
• Beta (1Y): 1.51
• Revenue Growth: 7.71%
• EPS Growth: -7.39%
• Country: UK
• Employees: 204
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.18
• Shares Outstanding: 100,522,255
• 10 Day Avg. Volume: 543,945
• 30 Day Avg. Volume: 366,114
• PEG Ratio: -0.98
• Price to Book (P/B): 3.07
• Price to Sales (P/S): 1.86
• P/FCF Ratio: 6.46
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £725.00
• Price Target Upside: 16.37% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): 0.63
• Revenue Forecast (FY): £245.54M

• Rating: 76 Outperform
• Price Target: 704.00 p ▲(13.00% Upside)
• Action: Reiterated Date: 12/07/25
• Date: Action: Reiterated 12/07/25

Polar Capital Holdings scores well due to its strong financial performance and attractive valuation. The company's robust cash flow management and low leverage are significant strengths. Recent corporate events, including record AuM growth and strategic initiatives, enhance its market position. Technical indicators suggest a neutral trend, with no immediate bullish or bearish signals.

Positive Factors

Low leverage & strong equity base

Extremely low debt and a high equity ratio reduce financial vulnerability and refinancing risk, giving the firm durable balance sheet flexibility. High ROE shows efficient capital use, supporting sustainable returns, capacity for dividends/buybacks and resilience through market cycles over months.

Negative Factors

Material gross margin compression

A marked drop in gross margin suggests either rising direct costs or a shift to lower‑fee products, which can persistently erode profitability. Even with solid EBIT/EBITDA, sustained margin compression would reduce free cash flow potential and limit reinvestment or shareholder distributions over the medium term.

Polar Capital Holdings Business Overview & Revenue Model

Company Description

Polar Capital Holdings plc is a publicly owned investment manager. The firm provides its services to professional and institutional investors. It launches and manages equity and balanced mutual funds. The firm also launches and manages hedge funds...

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Polar Capital Holdings plc is a publicly owned investment manager. The firm provides its services to professional and institutional investors. It launches and manages equity and balanced mutual funds. The firm also launches and manages hedge funds...

How the Company Makes Money

Polar Capital primarily makes money by earning fees for managing client assets. Its core revenue stream is management fees (typically calculated as a percentage of assets under management (AUM)) charged across its range of pooled funds and segrega...

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Polar Capital primarily makes money by earning fees for managing client assets. Its core revenue stream is management fees (typically calculated as a percentage of assets under management (AUM)) charged across its range of pooled funds and segrega...

Polar Capital Holdings Financial Statement Overview

Breakdown	TTM	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Mar 2020
Income Statement
Total Revenue	235.30M	222.11M	197.25M	185.10M	219.42M	218.45M
Gross Profit	92.81M	106.07M	174.59M	160.39M	187.52M	201.24M
EBITDA	70.96M	69.11M	58.53M	53.71M	67.70M	77.84M
Net Income	39.10M	35.31M	40.79M	35.61M	48.92M	62.72M
Balance Sheet
Total Assets	196.96M	220.13M	217.62M	241.68M	249.85M	255.73M
Cash, Cash Equivalents and Short-Term Investments	161.43M	180.53M	146.33M	190.02M	198.91M	193.87M
Total Debt	0.00	6.15M	7.51M	9.26M	3.14M	4.36M
Total Liabilities	70.74M	85.68M	81.72M	98.83M	93.61M	104.29M
Stockholders Equity	126.21M	134.44M	135.90M	142.85M	156.25M	151.44M
Cash Flow
Free Cash Flow	56.09M	63.85M	41.66M	49.21M	66.64M	91.50M
Operating Cash Flow	56.12M	64.02M	41.91M	49.70M	67.19M	91.66M
Investing Cash Flow	14.87M	3.91M	13.11M	-19.91M	-39.02M	-20.05M
Financing Cash Flow	-50.27M	-45.44M	-62.92M	-39.94M	-51.78M	-28.32M

Polar Capital Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 623.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:POLR, the sentiment is Positive. The current price of 623 is above the 20-day moving average (MA) of 613.85, above the 50-day MA of 620.54, and above the 200-day MA of 528.14, indicating a bullish trend. The MACD of -2.28 indicates Negative momentum. The RSI at 53.21 is Neutral, neither overbought nor oversold. The STOCH value of 81.84 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:POLR.

Polar Capital Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
POLR	76 Outperform	£594.02M	5.68	30.00%	8.73%	7.71%	-7.39%
JUP	74 Outperform	£851.25M	8.25	7.11%	2.70%	-4.38%	―
ASHM	72 Outperform	£1.42B	4.19	14.60%	9.91%	-28.89%	-12.14%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
LIO	64 Neutral	£152.32M	11.47	9.72%	21.31%	-15.65%	-12.27%
IPX	62 Neutral	£146.79M	11.98	17.51%	17.93%	-16.53%	-44.15%
IPO	50 Neutral	£477.93M	8.09	7.16%	―	―	33.10%

Polar Capital Holdings Corporate Events