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Polar Capital Holdings plc (POLR.L)
GBp924.00
+9.00 (+0.98%)
GB LSE Financial Services Asset Management
Address
16 Palace Street SW1E 5JD
London, GB
London, GB
CEO
Iain David Worthington Evans
Website
polarcapital.co.uk
IPO
2007-02-06
ISIN GB00B1GCLT25
Description
Polar Capital Holdings plc operates as a publicly traded investment management firm, catering to the needs of professional and institutional investors. The company specializes in developing and overseeing a diverse range of investment vehicles, including equity and balanced mutual funds, as well as various hedge funds. Their strategy involves allocating capital across global public equity markets, with a particular emphasis on companies within the technology, healthcare, and financial sectors. Established in December 2000, Polar Capital Holdings plc is headquartered in London, United Kingdom, and also maintains a presence in Tokyo, Japan.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp924.00
+9.00 (+0.98%)
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Volume Profile
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Liquidity & share structure
Average Volume
459.1K
Beta
0.93
Float Shares
90.25M
Free Float %
95.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.94% | +5.00% | +23.35% | +32.49% | +55.27% | +57.89% | +91.56% | +65.03% | +3.58% | +156.88% | +252.20% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
924.00
DCF (Unlevered)
995.10
+7.7%
DCF (Levered)
1,154.22
+24.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 6 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
12.55
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+19.0% ★ Q1'26: +49.1% (vs Q1'24)
-
EPS growth Asset Management: +22.7%+63.9% ★ Q1'26: +46.2% (vs Q1'24)
-
FCF margin FCF growth · Asset Management: +27.7%+28.5% ★ Q1'26: +42.2% (vs Q1'24)
-
EBIT margin Asset Management: +50.6%+29.1% Q1'26: +29.8% (vs Q1'24)
-
ROIC Asset Management: +6.5%— Q1'26: -265.8% (vs Q1'24)
-
Share dilution Asset Management: +0.0%+1.3% Q1'26: +2.6% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.00× ★ Q1'26: 0.00× (vs Q1'24)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Mar 2008 actual |
Mar 2009 actual |
Mar 2010 actual |
Mar 2011 actual |
Mar 2012 actual |
Mar 2013 actual |
Mar 2014 actual |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 3 Rev. Ana. 6 EPS Ana. |
Mar 2027 3 Rev. Ana. 3 EPS Ana. |
Mar 2028 3 Rev. Ana. 5 EPS Ana. |
Mar 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
47.69M
est: 48.26M (-1.2%)
|
51.06M
est: 29.82M (+71.2%)
|
21.70M
est: 22.32M (-2.8%)
|
39.07M
est: 32.38M (+20.7%)
|
39.94M
est: 38.60M (+3.5%)
|
51.69M
est: 49.60M (+4.2%)
|
93.34M
est: 83.89M (+11.3%)
|
99.19M
est: 90.33M (+9.8%)
|
85.35M
est: 79.70M (+7.1%)
|
77.71M
est: 71.67M (+8.4%)
|
137.15M
est: 105.03M (+30.6%)
|
179.02M
est: 155.60M (+15.1%)
|
151.01M
est: 142.08M (+6.3%)
|
218.45M
est: 191.33M (+14.2%)
|
219.42M
est: 205.30M (+6.9%)
|
185.10M
est: 164.40M (+12.6%)
|
197.25M
est: 180.24M (+9.4%)
|
222.11M
est: 202.46M (+9.7%)
|
229.37M
209.54M – 239.58M
+13.3% YoY
|
313.52M
307.37M – 319.67M
+36.7% YoY
|
347.94M
270.80M – 452.65M
+11.0% YoY
|
393.67M
347.04M – 455.54M
+13.1% YoY
|
| EBITDA |
14.58M
est: 15.08M (-3.4%)
|
12.23M
est: 10.17M (+20.3%)
|
3.25M
est: 9.25M (-64.9%)
|
9.72M
est: 4.80M (+102.4%)
|
10.62M
est: 11.54M (-7.9%)
|
14.59M
est: 13.49M (+8.1%)
|
32.33M
est: 26.76M (+20.8%)
|
33.37M
est: 36.62M (-8.9%)
|
24.99M
est: 27.36M (-8.7%)
|
23.38M
est: 21.46M (+8.9%)
|
41.78M
est: 35.98M (+16.1%)
|
64.91M
est: 57.54M (+12.8%)
|
52.39M
est: 56.09M (-6.6%)
|
77.84M
est: 52.80M (+47.4%)
|
67.70M
est: 58.00M (+16.7%)
|
53.71M
est: 65.18M (-17.6%)
|
58.53M
est: 72.00M (-18.7%)
|
69.11M
est: 63.42M (+9.0%)
|
71.70M
65.50M – 74.89M
+13.1% YoY
|
98.00M
96.08M – 99.92M
+36.7% YoY
|
108.76M
84.65M – 141.49M
+11.0% YoY
|
123.05M
108.48M – 142.39M
+13.1% YoY
|
| EBIT |
14.32M
est: 13.50M (+6.1%)
|
11.98M
est: 7.91M (+51.4%)
|
3.13M
est: 9.06M (-65.4%)
|
9.29M
est: 4.50M (+106.5%)
|
9.81M
est: 10.97M (-10.6%)
|
14.05M
est: 12.34M (+13.9%)
|
30.74M
est: 25.76M (+19.3%)
|
30.33M
est: 36.55M (-17.0%)
|
23.32M
est: 27.29M (-14.6%)
|
18.93M
est: 21.02M (-9.9%)
|
37.93M
est: 35.12M (+8.0%)
|
63.06M
est: 56.84M (+10.9%)
|
49.85M
est: 55.79M (-10.6%)
|
67.61M
est: 51.43M (+31.5%)
|
62.09M
est: 56.49M (+9.9%)
|
45.38M
est: 63.48M (-28.5%)
|
54.90M
est: 70.13M (-21.7%)
|
51.85M
est: 56.74M (-8.6%)
|
64.14M
58.60M – 67.00M
+13.1% YoY
|
87.68M
85.96M – 89.40M
+36.7% YoY
|
97.30M
75.73M – 126.58M
+11.0% YoY
|
110.09M
97.05M – 127.39M
+13.1% YoY
|
| Net Income |
9.64M
est: 13.88M (-30.6%)
|
8.37M
est: 5.93M (+41.1%)
|
2.16M
est: 6.29M (-65.7%)
|
6.33M
est: 3.19M (+98.5%)
|
7.05M
est: 7.51M (-6.1%)
|
11.64M
est: 9.00M (+29.4%)
|
25.03M
est: 19.53M (+28.2%)
|
23.88M
est: 27.86M (-14.3%)
|
18.82M
est: 20.93M (-10.1%)
|
16.04M
est: 16.19M (-0.9%)
|
32.80M
est: 27.57M (+19.0%)
|
52.39M
est: 45.16M (+16.0%)
|
40.19M
est: 45.61M (-11.9%)
|
62.72M
est: 40.62M (+54.4%)
|
48.92M
est: 44.61M (+9.7%)
|
35.61M
est: 35.61M (+0.0%)
|
40.79M
est: 40.79M (+0.0%)
|
35.31M
est: 48.20M (-26.7%)
|
57.29M
54.19M – 58.40M
+18.9% YoY
|
88.35M
85.13M – 91.56M
+54.2% YoY
|
84.92M
69.20M – 117.46M
-3.9% YoY
|
123.86M
104.79M – 149.17M
+45.9% YoY
|
| SGA |
321.0K
est: 21.33M (-98.5%)
|
281.0K
est: 741.4K (-62.1%)
|
18.00M
est: -748.7K (+2,504.3%)
|
27.53M
est: 870.3K (+3,063.4%)
|
26.49M
est: 596.0K (+4,345.3%)
|
34.18M
est: 771.1K (+4,333.2%)
|
54.74M
est: 1.52M (+3,512.3%)
|
56.92M
est: 1.67M (+3,305.3%)
|
53.23M
est: 35.23M (+51.1%)
|
36.66M
est: 2.93M (+1,152.5%)
|
72.96M
est: 7.04M (+936.7%)
|
101.42M
est: 68.78M (+47.5%)
|
69.96M
est: 62.80M (+11.4%)
|
95.34M
est: 84.57M (+12.7%)
|
128.13M
est: 90.74M (+41.2%)
|
110.41M
est: 72.66M (+51.9%)
|
116.39M
est: 79.67M (+46.1%)
|
680.0K
est: 89.49M (-99.2%)
|
101.38M
92.62M – 105.90M
+13.3% YoY
|
138.58M
135.86M – 141.29M
+36.7% YoY
|
153.79M
119.69M – 200.07M
+11.0% YoY
|
174.00M
153.39M – 201.35M
+13.1% YoY
|
| EPS |
0.15
est: 0.14 (+5.8%)
|
0.12
est: 0.10 (+20.4%)
|
0.03
est: 0.03 (+18.1%)
|
0.09
est: 0.08 (+2.2%)
|
0.09
est: 0.09 (+2.3%)
|
0.15
est: 0.14 (+7.1%)
|
0.27
est: 0.26 (+4.5%)
|
0.27
est: 0.27 (-1.0%)
|
0.21
est: 0.23 (-9.6%)
|
0.18
est: 0.20 (-10.0%)
|
0.36
est: 0.36 (-0.7%)
|
0.54
est: 0.50 (+9.1%)
|
0.44
est: 0.41 (+6.7%)
|
0.67
est: 0.59 (+14.4%)
|
0.51
est: 0.55 (-7.7%)
|
0.37
est: 0.38 (-3.4%)
|
0.42
est: 0.41 (+2.0%)
|
0.37
est: 0.49 (-24.8%)
|
0.58
0.55 – 0.60
+17.7% YoY
|
0.90
0.87 – 0.94
+55.9% YoY
|
1.02
0.71 – 1.20
+13.1% YoY
|
1.27
1.07 – 1.52
+23.8% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
111.52M
OE per share TTM
1.14
Owner's Yield
13.72%
Maintenance CapEx ratio
2.67%
Maint CapEx / Avg PPE
3.1%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 41 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Europe SmallCap Dividend UCITS ETF Acc DFEA.L | 0.79% | 729.5K | 0.38% |
| 2 | WisdomTree Europe SmallCap Dividend UCITS ETF WTES.DE | 0.79% | 729.5K | 0.38% |
| 3 | Amundi Prime UK Mid & Small Cap UCITS ETF DR - GBP (D) PRUK.L | 0.41% | 1.74M | 0.05% |
| 4 | iShares MSCI United Kingdom Small-Cap ETF EWUS | 0.23% | 94.4K | 0.59% |
| 5 | iShares MSCI UK Small Cap UCITS ETF CUKS.L | 0.23% | 294.9K | 0.58% |
| 6 | WisdomTree International SmallCap Dividend Fund DLS | 0.19% | 1.94M | 0.58% |
| 7 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.18% | 752.8K | 0.48% |
| 8 | Goldman Sachs Data Enhanced International Equity ETF GIEQ | 0.12% | 12.5K | 0.30% |
| 9 | iShares MSCI Europe Small-Cap ETF IEUS | 0.07% | 118.4K | 0.41% |
| 10 | Xtrackers MSCI Europe Small Cap UCITS ETF 1C XXSC.L | 0.06% | 2.15M | 0.30% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
377.7K
Shares Outstanding
94.57M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Iain David Worthington Evans | Chief Executive Officer & Executive Director | 831.0K | male |
| Samir Ayub | Chief Financial Officer & Director | 658.0K | male |
| Gareth Powell | Head of Healthcare & Fund Manager | — | male |
| Jorry Rask Nøddekær | Fund Manager and Head of the EM & Asian Team | — | male |
| Mike Catlin | Chief Technology Officer | — | male |
| Nicholas Edward James Brandt | Director of Sales | — | male |
| Nicholas Francis Farren | Chief Operating Officer | — | male |
| Rachel Stynes | Head of Human Resources | — | female |
| Alexander Thomas Black | Chief Investment Officer | — | male |
| Vik Heerah | Chief Marketing Officer | — | male |
| Boura Kym Tomlinson Cann | Chief Legal & Compliance Officer | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for POLR.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
