MAN GROUP PLC |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 259.4 GBX | -0.08% |
|
+1.49% | +11.52% |
| May. 10 | UBS raises Trainline, cuts Kingspan | AN |
| May. 09 | Transcript : Man Group Plc - Shareholder/Analyst Call |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 3,124 | 2,693 | 4,192 | 3,203 | 3,476 | 3,824 | - | - |
| Enterprise Value (EV) 1 | 3,150 | 2,342 | 4,055 | 2,999 | 3,476 | 3,424 | 3,255 | 3,285 |
| P/E ratio | 11.4 x | 20.3 x | 9.1 x | 5.64 x | 15.3 x | 8.15 x | 7.86 x | 6.74 x |
| Yield | 4.68% | 5.62% | 4.55% | 6.07% | - | 5.37% | 5.88% | 6.53% |
| Capitalization / Revenue | - | 2.87 x | 2.82 x | 1.89 x | 2.91 x | 2.31 x | 2.26 x | 2.08 x |
| EV / Revenue | - | 2.49 x | 2.73 x | 1.77 x | 2.91 x | 2.07 x | 1.93 x | 1.79 x |
| EV / EBITDA | 6.21 x | 6.08 x | 5.79 x | 3.66 x | 8.5 x | 5.01 x | 4.63 x | 4.21 x |
| EV / FCF | 7.34 x | 6.47 x | 9.32 x | 4.33 x | - | 6.09 x | 7.9 x | 7.91 x |
| FCF Yield | 13.6% | 15.5% | 10.7% | 23.1% | - | 16.4% | 12.7% | 12.6% |
| Price to Book | 1.92 x | 1.86 x | 2.68 x | 1.88 x | - | 2.06 x | 1.79 x | 1.54 x |
| Nbr of stocks (in thousands) | 1,491,008 | 1,427,038 | 1,362,567 | 1,239,340 | 1,173,883 | 1,163,546 | - | - |
| Reference price 2 | 2.095 | 1.887 | 3.076 | 2.585 | 2.961 | 3.287 | 3.287 | 3.287 |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 2/28/23 | 2/29/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | - | 939 | 1,486 | 1,696 | 1,196 | 1,655 | 1,689 | 1,840 |
| EBITDA 1 | 507 | 385 | 700 | 820 | 409 | 683.6 | 702.4 | 780.3 |
| EBIT 1 | - | 296 | 671 | 790 | 361 | 629.7 | 652.1 | 738.9 |
| Operating Margin | - | 31.52% | 45.15% | 46.58% | 30.18% | 38.05% | 38.6% | 40.17% |
| Earnings before Tax (EBT) 1 | - | 179 | 590 | 745 | 279 | 605.6 | 605.7 | 677.7 |
| Net income 1 | - | 138 | 487 | 608 | 234 | 457.4 | 453 | 502.8 |
| Net margin | - | 14.7% | 32.77% | 35.85% | 19.57% | 27.63% | 26.82% | 27.33% |
| EPS 2 | 0.1840 | 0.0930 | 0.3380 | 0.4580 | 0.1940 | 0.4033 | 0.4180 | 0.4875 |
| Free Cash Flow 1 | 429 | 362 | 435 | 692 | - | 562.1 | 412.2 | 415.5 |
| FCF margin | - | 38.55% | 29.27% | 40.8% | - | 33.96% | 24.4% | 22.59% |
| FCF Conversion (EBITDA) | 84.62% | 94.03% | 62.14% | 84.39% | - | 82.23% | 58.68% | 53.25% |
| FCF Conversion (Net income) | - | 262.32% | 89.32% | 113.82% | - | 122.89% | 90.99% | 82.65% |
| Dividend per Share 2 | 0.0980 | 0.1060 | 0.1400 | 0.1570 | - | 0.1764 | 0.1932 | 0.2148 |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 2/28/23 | 2/29/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2019 S2 | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 S1 | 2022 S2 | 2023 S1 | 2023 S2 | 2024 S1 | 2024 S2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales | - | 397 | - | 718 | 768 | 874 | 822 | 510 | 686 | - | - |
| EBITDA | - | - | - | - | - | 417 | - | 167 | - | - | - |
| EBIT 1 | - | - | - | 329 | - | - | 389 | 143 | 218 | 265 | 349.1 |
| Operating Margin | - | - | - | 45.82% | - | - | 47.32% | 28.04% | 31.78% | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - | - | - | - |
| Net income | - | 39 | - | - | 259 | 308 | - | - | - | - | - |
| Net margin | - | 9.82% | - | - | 33.72% | 35.24% | - | - | - | - | - |
| EPS | 0.1260 | 0.0260 | 0.0670 | 0.1580 | 0.1800 | 0.2270 | 0.2310 | 0.0680 | - | - | - |
| Dividend per Share | 0.0510 | 0.0490 | 0.0570 | 0.0560 | 0.0840 | 0.0560 | 0.1010 | 0.0560 | - | - | - |
| Announcement Date | 2/28/20 | 7/30/20 | 3/2/21 | 7/28/21 | 3/1/22 | 8/2/22 | 2/28/23 | 8/1/23 | 2/29/24 | - | - |
1USD in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 26 | - | - | - | - | - | - | - |
| Net Cash position 1 | - | 351 | 137 | 204 | - | 400 | 569 | 539 |
| Leverage (Debt/EBITDA) | 0.0513 x | - | - | - | - | - | - | - |
| Free Cash Flow 1 | 429 | 362 | 435 | 692 | - | 562 | 412 | 416 |
| ROE (net income / shareholders' equity) | 17.7% | 8.84% | 30.9% | 36.3% | - | 25.9% | 23.1% | 23.8% |
| ROA (Net income/ Total Assets) | 10.6% | 5.15% | 17.6% | - | - | 11% | 10.2% | 11.7% |
| Assets 1 | - | 2,680 | 2,765 | - | - | 4,154 | 4,457 | 4,294 |
| Book Value Per Share 2 | 1.090 | 1.010 | 1.150 | 1.370 | - | 1.600 | 1.840 | 2.140 |
| Cash Flow per Share 2 | 0.2800 | 0.2700 | 0.3400 | 0.5600 | - | 0.4500 | 0.4000 | 0.4600 |
| Capex 1 | 23 | 30 | 49 | 45 | - | 33 | 34.1 | 35.2 |
| Capex / Sales | - | 3.19% | 3.3% | 2.65% | - | 1.99% | 2.02% | 1.92% |
| Announcement Date | 2/28/20 | 3/2/21 | 3/1/22 | 2/28/23 | 2/29/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
A-
Sell
Buy
Mean consensus
BUY
Number of Analysts
14
Last Close Price
3.287
USD
Average target price
3.831
USD
Spread / Average Target
+16.56%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +11.52% | 3.82B | |
| -2.32% | 97.08B | |
| +25.71% | 92.42B | |
| +23.33% | 28.55B | |
| +1.43% | 19.1B | |
| +6.66% | 15.62B | |
| -18.90% | 12.71B | |
| +18.90% | 9.86B | |
| +26.64% | 9.46B | |
| +29.60% | 7.3B |
- Stock Market
- Equities
- EMG Stock
- Financials Man Group Plc
