Jupiter Fund Management Plc

JUP.L: LSE
68Total

Lowest reading is at 39 out of 100. All scores are out of 100.

About The Company

CEO

Mr. Matthew Charles Beesley CFA

Market Cap

827.90 Million GBp

Sector

Financial Services

Website

https://www.jupiteram.com/en/Jupiter-Fund-Management-plc

Last Update

28/09/2026, 03:19:15

Description

Jupiter Fund Management Plc is a publicly owned investment manager.

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Strongest readings

  • ✔Debt is low at 0.04 times equity
  • ✔Financial health is strong (health score 77 out of 100)
  • ✔Return on capital employed of 13.96% is above the market average of 10.00%
  • ✔Share count has been falling at 0.46% per year

Weakest readings

  • ✘Earnings and cashflow growth is weak (growth score 39 out of 100)

Key Figures

StatusMetricValueReadingMarket avg
Price / earnings (TTM)
N/A19.60x
✘
Margin of safety (DCF)
9.45%
17.95%
✘
Revenue growth (5y average)
-0.76%
10.97%
✔
Dividend yield (TTM)
6.27%
1.85%
✔
Share count, per year
-0.46%
0.00%
✔Return on capital employed13.96%
10.00%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

Valuation

89 / 100

Priced at or below the market on most measures.

StatusMetricValueReadingMarket avg
Price / earnings
N/A19.60x
✔Free cashflow yield17.45%
4.70%
Price / earnings growthN/A1.50x
Price / book91.37x
—
✘
Margin of safety
9.45%
17.95%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

  • ✔Estimated intrinsic value of 180.80 GBp is above the current price of 165.20 GBp

Desired Margin Of Safety

0%

▼

Tip: Set your desired Margin Of Safety

Free Cash Flow Type

Annual Cashflow Growth

0%

Discount Rate

0%

Estimated Fair Value: 3.8 GBp ✘

Current Price: 165.2 GBp

How Does This Work?

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This calculator helps investors estimate the Intrinsic Value of a company based on the current value of future cash flows. To use the tool, simply input a desired Margin Of Safety, which is an additional discount applied to the present value of the expected future cash flows. The tool calculates the present value using a discount rate that reflects the risk and time value of money, and provides an estimated fair value for the company based on the selected margin of safety. The calculator defaults to using 5 Year Free Cash Flow Growth % and a discount rate based on the US 10-year treasury bond coupon rate. Use our performance analyser to get a feel for the impact this has on longterm investment returns and find a margin of safety you are comfortable with.

Growth

39 / 100

Growing more slowly than the market on most measures.

StatusMetricValueReadingMarket avg
✘
Revenue growth
-0.76%
10.97%
✔Earnings growth53.60%
14.48%
✘Cashflow growth-21.54%
12.35%

The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

    Health

    77 / 100

    Balance sheet covers its obligations.

    Measured on Leverage and capital, Funding and liquidity, Earnings quality.

    StatusMetricValueReadingThreshold
    ✘Altman-Z score1.87
    3.00
    ✔Piotroski score7.00
    5.00
    ✔Debt / equity0.04x
    0.80x
    ✔Current ratio2.46x
    1.00x
    ✔Interest coverage39.79x
    2.50x
    ✔Free cashflow / debt1.46x
    0.15x
    ✔Debt / capital0.04x
    1.00x

    The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

      Dividend

      35 / 100

      Cover is thin on at least one measure.

      StatusMetricValueReadingMarket avg
      ✔
      Dividend yield
      6.27%
      1.85%
      ✘Dividend growth-34.80%
      0.00%
      ✘Payout ratio (earnings)49.90%
      40.00%
      Payout ratio (cashflow)N/A65.00%
      ✘Worst year, last 5 years-61.70%
      -2.00%

      The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

      • ✘The dividend was cut within the last five years (worst year -61.70% per share)

      Management

      68 / 100

      Returns on capital are at or above the market.

      StatusMetricValueReadingMarket avg
      ✘Return on equity11.08%
      15.00%
      ✔Return on capital employed13.96%
      10.00%
      Return on assets8.08%
      —
      Free cashflow return on capital5.84%
      —
      ✔Return on capital, 5y change7.84%
      0.00%
      ✔
      Share count, per year
      -0.46%
      0.00%
      ✔Share count, recent-4.07%
      0.00%
      ✘Realized buyback return-87.37%
      0.00%
      ✘Goodwill erosion / equity8.41%
      2.00%
      Price volatility, 5 year38.41%
      —

      The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

      • ✔Shares were repurchased while the value score was 89 out of 100

      Analysts

      not enough data
      StatusMetricValueReadingNeutral
      Analyst opinion scoreN/A50

      The bar shows how good a reading is, so a longer bar is always better. The tick marks the benchmark.

      Financial History

      Annual figures across the full reporting history we hold.

      Market Peers

      JUP.L

      SEC Filings

      Find yearly (10-K), quaterly (10-Q) and disclosure (8-K) report here, on the Securities and Exchange Commission's EDGAR database. If reading through reports isn't your cup of tea, don't worry. We've made it easy for you by summarizing all the important bits.

      See 35+ Years Annual Reports

      Other Information

      Company Name

      Jupiter Fund Management Plc

      Currency

      GBp

      Beta

      1.303

      Vol Avg

      1714817

      Ceo

      Mr. Matthew Charles Beesley CFA

      Cik

      Cusip

      Exchange

      LSE

      Full Time Employees

      442

      Industry

      Asset Management

      Sector

      Financial Services

      Ipo Date

      Address

      The Zig Zag Building

      City

      London

      State

      Country

      United Kingdom

      Zip

      SW1E 6SQ

      Phone

      44 20 3817 1000

      Analysis Last Updated

      28/09/2026, 03:19:15

      Financial data compiled from SEC EDGAR filings and Yahoo Finance.

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