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St. James's Place plc (STJPF)

USD16.43 +0.00 (+0.00%)
GB OTC Financial Services Asset Management
Address St. James’s Place House GL7 1FP
Cirencester, GB
CEO Mark Thomas FitzPatrick
Website sjp.co.uk
IPO 2015-01-29
ISIN GB0007669376

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Also trades on London Stock Exchange · STJ.L (GBp) Other OTC · STJPF (USD)
Description

St. James's Place plc functions as a publicly listed asset management firm. It specializes in developing and administering a diverse range of mutual funds for its clientele, encompassing equity, fixed income, and blended balanced portfolios. Through these offerings, the company strategically deploys capital in public stock and bond markets across the globe. Established in 1991, the enterprise, which was initially known as St. James's Place Capital plc, maintains its headquarters in Cirencester, United Kingdom.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD16.43 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
66
Beta
1.01
Float Shares
517.66M
Free Float %
101.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.38% -9.64% -25.11% -7.35% -7.35% +16.67% +11.86% -21.29% +18.42% +615.91%
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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
16.43
DCF (Unlevered) 13.19 -19.7%
DCF (Levered) 10.48 -36.2%

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.

Quality scores
Altman Z-Score
0.34
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -99.8% Q4'25: +110.8% (vs Q4'23)
  • EPS growth Asset Management: +22.7%
    +35.6% Q4'25: +251.6% (vs Q4'23)
  • FCF margin FCF growth · Asset Management: +27.7%
    +1,431.8% Q4'25: -0.4% (vs Q4'23)
  • EBIT margin Asset Management: +50.6%
    +2,131.1% Q4'25: +3.6% (vs Q4'23)
  • ROIC Asset Management: +6.5%
    Q4'25: -48.6% (vs Q4'23)
  • Share dilution Asset Management: +0.0%
    +32.0% Q4'25: -2.0% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.39× Q4'25: 0.16× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.01) × ERP
WACC = 94% × Ke + 6% × Kd (5.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 13.19 Current price: 16.43
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
1 EPS Ana.
Dec 2027
6 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
5 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
3.11B
est: 1.14B (+173.3%)
11.35B
est: 1.28B (+787.6%)
9.08B
est: 1.55B (+485.0%)
-2.69B
est: 581.99M (-563.0%)
16.55B
est: 521.29M (+3,074.4%)
8.08B
est: 615.57M (+1,212.7%)
18.03B
est: 727.85M (+2,376.6%)
-11.80B
est: 723.85M (-1,730.4%)
19.01B
est: 673.83M (+2,721.5%)
25.86B
est: 778.60M (+3,220.8%)
64.00M
est: 799.56M (-92.0%)
738.40M
715.90M – 793.29M
-7.6% YoY
852.03M
819.03M – 915.17M
+15.4% YoY
995.19M
960.45M – 1.07B
+16.8% YoY
1.16B
1.12B – 1.24B
+16.2% YoY
1.30B
1.26B – 1.40B
+12.8% YoY
EBITDA
283.30M
est: 29.14M (+872.2%)
500.10M
est: 32.74M (+1,427.5%)
357.00M
est: 39.74M (+798.4%)
-73.80M
est: 14.89M (-595.5%)
734.20M
est: 13.34M (+5,403.2%)
457.90M
est: 15.75M (+2,806.5%)
890.10M
est: 18.63M (+4,678.3%)
49.40M
est: 18.53M (+166.7%)
496.30M
est: 17.25M (+2,777.9%)
est: 166.82M (-100.0%)
1.39B
est: 171.31M (+710.7%)
158.21M
153.39M – 169.97M
-7.6% YoY
182.55M
175.48M – 196.08M
+15.4% YoY
213.23M
205.79M – 229.05M
+16.8% YoY
247.68M
239.04M – 266.06M
+16.2% YoY
279.39M
269.64M – 300.12M
+12.8% YoY
EBIT
174.10M
est: 27.55M (+531.8%)
492.50M
est: 30.96M (+1,490.8%)
342.10M
est: 37.58M (+810.4%)
-84.60M
est: 14.08M (-700.6%)
708.90M
est: 12.62M (+5,519.2%)
426.40M
est: 14.90M (+2,762.2%)
854.20M
est: 17.61M (+4,749.3%)
15.20M
est: 17.52M (-13.2%)
456.90M
est: 16.31M (+2,701.8%)
-49.00M
est: 166.35M (-129.5%)
1.36B
est: 170.82M (+698.4%)
157.76M
152.95M – 169.48M
-7.6% YoY
182.03M
174.98M – 195.52M
+15.4% YoY
212.62M
205.20M – 228.40M
+16.8% YoY
246.97M
238.35M – 265.30M
+16.2% YoY
278.59M
268.87M – 299.27M
+12.8% YoY
Net Income
202.20M
est: 226.59M (-10.8%)
112.20M
est: 216.81M (-48.2%)
145.90M
est: 296.58M (-50.8%)
173.50M
est: 287.46M (-39.6%)
146.60M
est: 238.16M (-38.4%)
262.00M
est: 343.21M (-23.7%)
286.70M
est: 508.24M (-43.6%)
406.80M
est: 473.96M (-14.2%)
-10.10M
est: 505.28M (-102.0%)
398.40M
est: 691.20M (-42.4%)
531.01M
est: 831.92M (-36.2%)
770.41M
735.45M – 844.74M
-7.4% YoY
1.00B
958.46M – 1.10B
+30.3% YoY
1.28B
1.23B – 1.41B
+27.8% YoY
1.53B
1.47B – 1.68B
+19.6% YoY
1.84B
1.75B – 2.01B
+19.7% YoY
SGA
1.14B
est: 64.54M (+1,672.7%)
1.22B
est: 72.51M (+1,580.9%)
1.47B
est: 88.01M (+1,567.5%)
1.64B
est: 32.99M (+4,875.7%)
1.71B
est: 29.55M (+5,679.5%)
1.69B
est: 34.89M (+4,737.6%)
1.92B
est: 41.26M (+4,552.4%)
1.97B
est: 41.03M (+4,692.0%)
2.43B
est: 38.20M (+6,270.6%)
172.10M
est: 11.61M (+1,382.9%)
est: 11.92M (-100.0%)
11.01M
10.67M – 11.82M
-7.6% YoY
12.70M
12.21M – 13.64M
+15.4% YoY
14.83M
14.32M – 15.94M
+16.8% YoY
17.23M
16.63M – 18.51M
+16.2% YoY
19.44M
18.76M – 20.88M
+12.8% YoY
EPS
0.39
est: 0.41 (-5.5%)
0.21
est: 0.39 (-46.8%)
0.28
est: 0.54 (-48.2%)
0.33
est: 0.52 (-37.0%)
0.28
est: 0.43 (-35.5%)
0.49
est: 0.63 (-21.6%)
0.53
est: 0.93 (-42.7%)
0.75
est: 0.86 (-13.1%)
-0.02
est: 0.92 (-102.0%)
0.73
est: 0.95 (-23.5%)
1.00
est: 1.15 (-12.9%)
1.06
1.02 – 1.17
-7.4% YoY
1.39
1.32 – 1.52
+30.3% YoY
1.77
1.69 – 1.94
+27.8% YoY
2.12
2.02 – 2.32
+19.6% YoY
2.53
2.42 – 2.78
+19.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 B- 3/5 3/5 5/5 2/5 2/5 2/5 1/5
2026-05-11 B- 3/5 3/5 5/5 2/5 2/5 2/5 1/5
2026-04-23 B 3/5 3/5 5/5 3/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
982.44M
OE per share TTM
1.81
Owner's Yield
11.88%
Maintenance CapEx ratio
67.11%
Maint CapEx / Avg PPE
1.4%

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

This company is not held by any ETF in our universe.

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
4.1K
Shares Outstanding
508.80M

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

NameTitleCompensationGender
Mark Thomas FitzPatrick Chief Executive Officer & Executive Director 4M male
Caroline Mary Waddington Chief Financial Officer & Director 2M female
Sir Mark Aubrey Weinberg Founder & President 253.3K
Justin Onuekwusi Chief Investment Officer male
Lisa Davis Chief People Officer female
Paul Loftus General Counsel male
Andrew Humphries Head of Investment Mktg, Mktg & Communications Director & Director of Asset Mgmt male
Tom Beal Director of Group Investment & Member of Executive Board male
Hugh Taylor Director of Investor Relations male
Ian MacKenzie Chief Operations Officer male
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

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits