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Polar Capital Holdings Plc

Polar Capital Holdings Plc

10.60
EUR
0.00
(0.00%)
656.33MMarket Cap
Nov 24Next Earn
Polar Capital Holdings Plc
MUN:XZF
(Munich Stock Exchange)

Recent

price

10.60

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
GBP
0.53
0.54
0.66
1.13
1.11
0.95
0.82
1.49
1.96
1.65
2.16
2.33
1.89
2.03
2.3
2.73
- -
Revenue per Share
0.09
0.09
0.15
0.31
0.28
0.21
0.18
0.36
0.58
0.44
0.67
0.51
0.37
0.42
0.37
0.61
- -
Basic EPS, GAAP
0.14
0.08
0.24
0.46
0.34
0.22
0.1
0.57
0.82
0.46
0.83
0.77
0.46
0.43
0.66
0.75
- -
Free Cash Flow per Basic Share
0.02
0.07
0.09
0.15
0.26
0.25
0.25
0.25
0.3
0.33
0.34
0.45
0.46
0.46
0.46
0.46
- -
Dividend per Share
0.57
0.59
0.67
0.85
0.84
0.83
0.77
0.94
1.16
1.2
1.54
1.63
1.51
1.44
1.41
1.59
1.59
Book Value per Share
0.55
0.58
0.67
0.85
0.84
0.83
0.77
0.94
1.16
1.2
1.28
1.45
1.34
1.28
1.41
1.59
1.59
Tangible Book Value per Share
73
74
78
81
87
89
90
90
90
92
93
96
97
96
96
97
95
Basic Weighted Avg Shares
39
40
52
92
96
84
74
134
178
152
202
224
183
195
222
264
- -
Sales/Revenue/Turnover
23.77
23.9
27.18
33.48
31.51
27.7
25.66
28.34
35.52
32.86
33.55
27.01
23.4
26.85
27.67
29.12
- -
Operating Margin (%)
- -
1
1
- -
- -
- -
1
1
- -
1
2
9
3
4
17
2
- -
Depreciation Expense
6
7
12
25
24
18
16
33
52
40
63
49
36
41
35
59
- -
Net Income, GAAP
30.96
26.71
24.15
23.67
23.3
22.95
21.5
20.54
18.25
21.02
17.38
21.2
21.22
25.41
31.63
23.65
- -
Effective Tax Rate (%)
16.21
17.65
22.52
27.27
24.81
21.62
21.75
24.51
29.51
26.49
31.12
21.83
19.47
20.91
15.9
22.2
- -
Profit Margin (%)
12
44
50
67
68
71
68
85
106
114
128
139
126
119
129
144
144
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
4
3
2
8
6
4
2
2
LT Debt
43
47
54
74
75
76
71
88
110
116
151
156
143
136
134
151
151
Total Equity
15.62
14.7
20.43
35.12
30.02
23.21
19.86
37.15
50.14
33.13
40.26
30.26
21.6
26.02
22.44
39.11
- -
Return on Invested Capital (%)
15.94
15.67
23.2
39.14
31.96
24.12
21.91
41.41
53.09
34.74
45.2
31.04
22.95
27.71
24.97
39.83
- -
Return on Capital (%)
15.94
15.67
23.2
39.14
31.96
24.12
21.91
41.41
53.09
35.6
46.89
31.8
23.81
29.27
26.12
41.15
- -
Return on Common Equity (%)

Capital Structure

GBP

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
ST Debt
2
- -
2
LT Borrowings
- -
- -
- -
LT Finance Leases
4
- -
2
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
95
95
95
Market Capitalization
419
449
574

Working Capital

GBP

•

in mil. unless spec.
Mar'25
Sep'26
Mar'26
Total Current Assets
210
187
239
Cash, Cash Equivalents & STI
185
161
208
Accounts Receivable, Net
17
25
22
Inventories
- -
- -
- -
Total Current Liabilities
80
66
94
Payables & Accruals
- -
- -
- -
ST Debt
2
- -
2
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
7.96%
0.17%
12.17%
Free Cash Flow
50.68%
3.28%
13.38%
Net Income, GAAP
20.32%
3.62%
66.19%
Sales/Revenue/Turnover
15.23%
6.47%
18.99%
Total Cash Common Dividend
7.79%
7.72%
0.27%

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
195
2025
- -
- -
222
2026
- -
- -
264

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.42
2025
- -
- -
0.37
2026
- -
- -
0.61

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
0.46
2025
- -
- -
0.46
2026
- -
- -
0.46
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Business
Polar Capital Holdings plc is a specialist, investment-led active fund management company that provides professional and institutional investors with a diversified range of equity-focused funds and investment products; these include long-only and alternative strategies such as open-ended UCITS funds, SICAVs, US 40 Act mutual funds, closed-ended investment trusts, and segregated mandates across technology, healthcare, biotechnology, emerging markets, Asia, financials, convertibles, insurance, sustainable themes, Japan, Europe, North America, and UK value opportunities. Core offerings encompass the Polar Capital Global Technology Fund, Artificial Intelligence Fund, Biotechnology Fund, Healthcare Opportunities Fund, Emerging Market Stars Fund, Asian Stars Fund, Global Financials Trust plc, Global Healthcare Trust plc, Polar Capital Technology Trust plc, Smart Energy Fund, Smart Mobility Fund, Global Convertible Fund, Financial Credit Fund, Japan Value Fund, and European ex UK Income Fund, among others managed by specialized investment teams. The company operates from its headquarters at 16 Palace Street, London, United Kingdom, with additional offices in the USA, Spain, Switzerland, France, Germany, China, Singapore, Japan, and Sweden, targeting institutional clients globally with a focus on delivering differentiated risk-adjusted returns through research-driven, entrepreneurial portfolio management. Founded in 2001, Polar Capital Holdings plc maintains an operational infrastructure supporting fund management, distribution, and client services, with assets under management reaching a record £26.7 billion as of 30 September 2025, up 25% from £21.4 billion six months prior, driven by strong performance in technology and AI strategies amid positive equity markets. Recent developments include the appointment of Iain Evans as Chief Executive Officer in September 2025 following a planned CEO succession announced in June 2025, along with new leadership appointments in October 2025; strengthening of the Emerging Markets and Asia team in February 2025; launch of the Emerging Markets Healthcare Fund and Financial Credit Fund in 2024; addition of a new International Small and Mid-Cap Equities investment team in February 2024; expansion via a new office in Sweden in 2023 and Switzerland in 2023; and robust net inflows in high-growth funds like Global Technology, Artificial Intelligence, Biotechnology, and Emerging Market Stars, offset by modest outflows in European and UK strategies, with new separately managed accounts established with institutional clients in healthcare and emerging markets during the first half of fiscal 2026.