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1. Company Snapshot

1.a. Company Description

Allfunds Group plc provides B2B WealthTech platforms connecting fund houses and distributors in the United Kingdom and internationally.It operates an open-architecture platform that provides a marketplace and digital solutions matching fragmented demand for asset management products from distributors with fragmented supply of products from fund houses.Its ecosystem covers fund distribution value chain and investment cycle, including via Allfunds Connect, a suite of SaaS-enabled digital, data, and analytics tools.


The company also provides asset holding, banking and investment, representation, computer programming and technology development, and institutional intermediation services, as well as research and regulatory services.Allfunds Group plc was founded in 2000 and is based in London, the United Kingdom.

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1.b. Last Insights on ALLFG

Allfunds Group's recent performance was driven by robust first-half results, marked by significant increases in net revenue and market share. The company's ability to navigate challenges in subscription revenue growth is a testament to its resilience. The appointment of Annabel Spring as CEO, formerly HSBC's wealth chief, is expected to bring fresh perspectives and expertise. Additionally, the considerable ownership by private companies, holding 40% of the company, suggests a strong commitment to the business.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Allfunds Group PLC (FRA:6UY) (H1 2025) Earnings Call Highlights: Record Growth in Assets Under ...

Jul -30

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Allfunds Group plc's (AMS:ALLFG) market cap touched €4.5b last week, benefiting both private companies who own 40% as well as institutions

Jul -24

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Allfunds Group appoints former HSBC wealth chief as CEO

Jun -12

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Allfunds Group's (AMS:ALLFG) Dividend Will Be Increased To €0.131

May -04

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Allfunds Group Full Year 2024 Earnings: Revenues Beat Expectations, EPS Lags

Mar -30

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Allfunds Group PLC (STU:6UY) Q4 2024 Earnings Call Highlights: Record Growth and Strategic ...

Mar -05

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Allfunds unveils AI assistant to alter investment decisions

Dec -19

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Allfunds offers asset managers with fund registration and reporting services

Oct -31

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.92%)

6. Segments

Platform

Expected Growth: 12%

Allfunds Group plc's 12% growth is driven by increasing adoption of its platform by asset managers and distributors, expansion into new markets, and rising demand for digital wealth management solutions. Additionally, the company's strategic partnerships, investments in technology, and scalable business model have contributed to its rapid growth.

Subscription and Other

Expected Growth: 8%

Allfunds Group plc's Subscription and Other segment growth of 8% is driven by increasing demand for digital wealth management solutions, expansion into new markets, and strategic partnerships. Additionally, the company's investment in technology and operational efficiency has enabled it to scale its business and attract new clients, contributing to the segment's growth.

7. Detailed Products

Allfunds Platform

A comprehensive investment platform that provides access to a wide range of funds, ETFs, and other investment products from various asset managers.

Fund Distribution

A service that enables asset managers to distribute their funds to a wide range of investors and financial institutions.

Data and Analytics

A suite of data and analytics tools that provide insights and intelligence on the investment industry.

Digital Solutions

A range of digital solutions that enable financial institutions to digitize their investment operations and offer online investment services to their clients.

Regulatory and Compliance

A range of services that help financial institutions comply with regulatory requirements and manage their risk.

8. Allfunds Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Allfunds Group plc is moderate due to the presence of alternative investment platforms and financial institutions offering similar services.

Bargaining Power Of Customers

The bargaining power of customers is low due to the specialized nature of Allfunds Group plc's services, which are tailored to meet the specific needs of institutional investors.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate due to the presence of multiple suppliers of technology and infrastructure services, which reduces dependence on any one supplier.

Threat Of New Entrants

The threat of new entrants is high due to the growing demand for digital investment platforms and the relatively low barriers to entry in the fintech industry.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of established players in the fintech industry, which creates a competitive landscape for Allfunds Group plc.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 13.72%
Debt Cost 6.57%
Equity Weight 86.28%
Equity Cost 10.06%
WACC 9.58%
Leverage 15.91%

11. Quality Control: Allfunds Group plc passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Rathbones

A-Score: 6.3/10

Value: 6.5

Growth: 4.3

Quality: 7.2

Yield: 7.5

Momentum: 4.0

Volatility: 8.0

1-Year Total Return ->

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Sofina

A-Score: 5.2/10

Value: 3.1

Growth: 5.6

Quality: 7.9

Yield: 2.5

Momentum: 5.0

Volatility: 7.0

1-Year Total Return ->

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Stock-Card
Hargreaves Lansdown

A-Score: 5.1/10

Value: 3.3

Growth: 5.1

Quality: 9.4

Yield: 1.9

Momentum: 5.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Allfunds

A-Score: 4.9/10

Value: 7.2

Growth: 2.4

Quality: 6.1

Yield: 2.5

Momentum: 7.0

Volatility: 4.3

1-Year Total Return ->

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Stock-Card
Burford Capital

A-Score: 4.1/10

Value: 4.1

Growth: 8.1

Quality: 5.9

Yield: 1.9

Momentum: 2.5

Volatility: 2.0

1-Year Total Return ->

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Stock-Card
Alba

A-Score: 3.9/10

Value: 3.4

Growth: 1.6

Quality: 6.5

Yield: 1.9

Momentum: 10.0

Volatility: 0.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

7.78$

Current Price

7.78$

Potential

-0.00%

Expected Cash-Flows