-0.79%
0.81%
1.90%
0.00%
-1.57%
-17.76%
63.04%
AI Spotlight on EVLI
Company Description
Evli Plc, an investment services company, focuses on asset management and advisory services in Finland.Its products and services include private banking, institutional asset management, mutual funds, alternative investment funds, capital markets, structured products, corporate finance, rewards and incentive plans, and investment research.The company was founded in 1985 and is based in Helsinki, Finland.
Market Data
| Last Price | 18.75 |
| Change Percentage | -0.79% |
| Open | 18.9 |
| Previous Close | 18.9 |
| Market Cap ( Millions) | 505 |
| Volume | 2980 |
| Year High | 20.8 |
| Year Low | 17.1 |
| M A 50 | 17.96 |
| M A 200 | 18.73 |
Financial Ratios
| FCF Yield | 8.54% |
| Dividend Yield | 6.19% |
| ROE | 32.32% |
| Debt / Equity | 70.73% |
| Net Debt / EBIDTA | 161.72% |
| Price To Book | 3.33 |
| Price Earnings Ratio | 11.16 |
| Price To FCF | 11.71 |
| Price To sales | 4.18 |
| EV / EBITDA | 9.34 |
News
- Jan -21 - 3 Dividend Stocks Offering Yields Up To 6.3%
- Jan -03 - Discovering 3 Undiscovered Gems with Promising Potential
- Dec -23 - Dividend Stocks To Consider In December 2024
- Oct -26 - Evli Plc’s Interim Report 1–9/2023
- Sep -29 - Change in Evli Plc’s Executive Group: Head of Institutional Clients Mona von Weissenberg appointed member of the Executive Group
- Sep -14 - Board of Directors of Evli Plc resolved to establish a new share-based incentive plan
- Aug -23 - Evli Plc: Managers' Transactions – Ingman Group Oy Ab
- Jul -25 - Evli Plc: Conversion of Series A shares to Series B shares
- Jul -18 - Evli Plc’s Half Year Financial Report January–June 2023
- Jun -29 - Evli Plc: Managers' Transactions – Pensala
- Jun -29 - Evli Plc: Managers' Transactions – Pessala
- Jun -29 - Evli Plc: Managers' Transactions – Thunved
- Jun -29 - Evli Plc: Managers' Transactions – Etholén
- Jun -29 - Evli Plc: Managers' Transactions – Mikola
- Jun -29 - Evli Plc: Managers' Transactions – Jousimies
- Jun -29 - Evli Plc: Managers' Transactions – Lehtimäki
- Jun -27 - New shares of Evli Plc registered in the trade register
- May -05 - Evli Plc: Managers' Transactions
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Wealth Management and Investor Clients
Expected Growth : 5.5 %
What the company do ?
Wealth Management and Investor Clients from Evli Oyj provides personalized investment solutions and portfolio management services to high net worth individuals, families, and institutions.
Why we expect these perspectives ?
Growing demand for personalized investment solutions, increasing high net worth individuals, and institutional investments drive the growth of Evli Oyj's wealth management and investor client services.
Segment n°2 -> Advisory and Corporate Clients
Expected Growth : 5.5 %
What the company do ?
Advisory and Corporate Clients from Evli Oyj provides expert financial advisory services and tailored solutions to corporate clients, supporting their strategic growth and development.
Why we expect these perspectives ?
Growing demand for expert financial advisory services and tailored solutions among corporate clients, driven by increasing complexity in financial markets and regulatory requirements, fuels growth in Evli Oyj's advisory and corporate clients segment.
Segment n°3 -> Group Operations
Expected Growth : 5.5 %
What the company do ?
Group Operations from Evli Oyj refers to the company's internal functions, including risk management, finance, and IT, that support its investment and wealth management services.
Why we expect these perspectives ?
The growth of Group Operations in Evli Oyj is driven by increasing demand for digitalization and automation in the financial sector, leading to investments in IT infrastructure and risk management systems. Additionally, the growing need for efficient finance functions and regulatory compliance will support the segment's growth.
Evli Oyj Products
| Product Range | What is it ? |
|---|---|
| Wealth Management | Evli Oyj offers wealth management services to individuals, families, and institutions, providing personalized investment solutions and portfolio management. |
| Investment Funds | Evli Oyj provides a range of investment funds across various asset classes, including equities, fixed income, and alternatives. |
| Brokerage Services | Evli Oyj offers brokerage services, enabling clients to buy and sell securities, including stocks, bonds, and derivatives. |
| Corporate Finance Advisory | Evli Oyj provides corporate finance advisory services, including mergers and acquisitions, equity and debt capital markets, and restructuring. |
| Equity and Fixed Income Research | Evli Oyj provides research and analysis on Nordic equities and fixed income markets, offering insights and recommendations to investors. |
Evli Oyj's Porter Forces
Threat Of Substitutes
Evli Oyj operates in the financial services industry, which is characterized by a moderate level of substitutes. While there are alternative investment products and services available, Evli Oyj's strong brand reputation and diversified product offerings help to mitigate the threat of substitutes.
Bargaining Power Of Customers
Evli Oyj's customers have limited bargaining power due to the company's strong market position and diversified customer base. Additionally, the company's focus on providing high-quality services and building long-term relationships with its customers helps to reduce the bargaining power of customers.
Bargaining Power Of Suppliers
Evli Oyj has a diversified supplier base, which reduces the bargaining power of individual suppliers. Additionally, the company's strong financial position and long-term relationships with its suppliers help to mitigate the bargaining power of suppliers.
Threat Of New Entrants
The financial services industry is characterized by high barriers to entry, including regulatory requirements and capital requirements. This makes it difficult for new entrants to enter the market, reducing the threat of new entrants for Evli Oyj.
Intensity Of Rivalry
The financial services industry is highly competitive, with many established players competing for market share. Evli Oyj operates in a highly competitive market, which increases the intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 45.81% |
| Debt Cost | 3.95% |
| Equity Weight | 54.19% |
| Equity Cost | 5.63% |
| WACC | 4.86% |
| Leverage | 84.52% |
Evli Oyj : Quality Control
Evli Oyj passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| RATO-B.ST | Ratos AB (publ) is a private equity firm specializing in buyouts, turnarounds, add on acquisitions, and middle market transactions. The firm does not invest in early stages and in companies … |
| MCI.WA | MCI Capital Alternatywna Spólka Inwestycyjna S.A., is a private equity and venture capital firm specializing in incubation, seed/startup, early venture, mezzanine, buy-out and growth capital investments. The firm seeks to … |
| BPT.L | Bridgepoint Group plc operates as a private equity and credit fund manager in Europe, the United States, and China. The company invests in the middle market private assets. It specialises … |
| AJB.L | AJ Bell plc, through its subsidiaries, operates investment platforms in the United Kingdom. The company offers AJ Bell Investcentre, which provides a suite of products, services, investment solutions, and online … |
| LIO.L | Liontrust Asset Management Plc is a publicly owned investment manager. The firm also launches equity, fixed income, , multi-asset and managed funds for its clients. It invests into the public … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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AJ Bell
A-Score
1-Year Total Return ->
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Ratos
A-Score
1-Year Total Return ->
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Evli
A-Score
1-Year Total Return ->
4
Liontrust Asset Management
A-Score
1-Year Total Return ->
5
Bridgepoint
A-Score
1-Year Total Return ->
6
