0.94%
-2.60%
-1.74%
-3.45%
22.46%
31.92%
143.14%
AI Spotlight on TAM
Company Description
Tatton Asset Management plc provides fund management, compliance consultancy, and technical support services to independent financial advisors in the United Kingdom.The company operates through two segments, Tatton and Paradigm.It also offers mortgage adviser support, and mortgage and insurance product distribution services.
The company was incorporated in 2017 and is based in Wilmslow, the United Kingdom.
Market Data
| Last Price | 666.2 |
| Change Percentage | 0.94% |
| Open | 658 |
| Previous Close | 660 |
| Market Cap ( Millions) | 400 |
| Volume | 21280 |
| Year High | 740 |
| Year Low | 527.41 |
| M A 50 | 682.66 |
| M A 200 | 672.39 |
Financial Ratios
| FCF Yield | 3.42% |
| Dividend Yield | 2.63% |
| ROE | 31.98% |
| Debt / Equity | 1.52% |
| Net Debt / EBIDTA | -130.91% |
| Price To Book | 9.21 |
| Price Earnings Ratio | 29.82 |
| Price To FCF | 29.27 |
| Price To sales | 10.86 |
| EV / EBITDA | 20.34 |
News
- Nov -21 - Tatton Asset Management PLC (LSE:TAM) (H1 2025) Earnings Call Highlights: Strong Growth and ...
- Nov -16 - Tatton Asset Management's (LON:TAM) Shareholders Will Receive A Bigger Dividend Than Last Year
- Jun -20 - Tatton Asset Management Full Year 2024 Earnings: Revenues Beat Expectations, EPS Lags
- Jun -20 - Tatton Asset Management Full Year 2024 Earnings: Revenues Beat Expectations, EPS Lags
- Apr -18 - Financial Services Roundup: Market Talk
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- Feb -08 - Is Now The Time To Put Chocoladefabriken Lindt & Sprüngli (VTX:LISN) On Your Watchlist?
- Dec -16 - Tatton Asset Management (LON:TAM) shareholders have earned a 25% CAGR over the last five years
- Dec -03 - Should You Be Adding Compagnie Financière Tradition (VTX:CFT) To Your Watchlist Today?
- Nov -19 - Tatton Asset Management plc (LON:TAM) Looks Interesting, And It's About To Pay A Dividend
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Tatton
Expected Growth : 12.0 %
What the company do ?
Tatton is a UK-based investment management company, Tatton Asset Management plc, offering a range of investment portfolios to financial advisors and their clients.
Why we expect these perspectives ?
Tatton's 12.0% growth is driven by increasing demand for discretionary fund management services, expansion of its distribution network, and strategic acquisitions. Additionally, the company's focus on technology and operational efficiency has enabled it to reduce costs and improve margins, further contributing to its growth.
Segment n°2 -> Paradigm
Expected Growth : 11.5 %
What the company do ?
The Paradigm from Tatton Asset Management plc is a multi-asset fund that aims to provide long-term capital growth by investing in a diversified portfolio of assets.
Why we expect these perspectives ?
Tatton Asset Management's Paradigm growth is driven by increasing demand for outsourced investment management solutions, expansion into new markets, and strategic partnerships. Additionally, the company's focus on technology-enabled services, cost-effective solutions, and strong investment performance have contributed to its 11.5% growth.
Segment n°3 -> Central
Expected Growth : 13.5 %
What the company do ?
The Central from Tatton Asset Management plc is a multi-asset fund that aims to provide long-term capital growth by investing in a diversified portfolio of assets.
Why we expect these perspectives ?
Tatton Asset Management plc's Central segment growth of 13.5% is driven by increasing demand for discretionary fund management services, expansion of its distribution network, and strategic partnerships. Additionally, the segment benefits from a strong brand reputation, efficient cost management, and a scalable business model, enabling it to capitalize on market opportunities and drive growth.
Tatton Asset Management Plc Products
| Product Range | What is it ? |
|---|---|
| Discretionary Portfolio Management | Tatton Asset Management plc offers a discretionary portfolio management service, where experienced investment managers create and manage bespoke investment portfolios tailored to individual clients' needs and goals. |
| Model Portfolio Service | Tatton's Model Portfolio Service provides a range of risk-targeted model portfolios, designed to help financial advisers and their clients achieve their investment objectives. |
| Managed Portfolio Service | Tatton's Managed Portfolio Service offers a range of actively managed portfolios, designed to provide investors with a diversified investment solution. |
| Multi-Asset Funds | Tatton's Multi-Asset Funds offer a range of diversified investment funds, designed to provide investors with a balanced investment portfolio. |
Tatton Asset Management plc's Porter Forces
Threat Of Substitutes
The threat of substitutes for Tatton Asset Management plc is medium due to the presence of alternative investment options for clients.
Bargaining Power Of Customers
The bargaining power of customers is low as clients have limited negotiating power due to the specialized nature of Tatton's services.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium as Tatton relies on a few key suppliers for technology and infrastructure, but has some flexibility in negotiating prices.
Threat Of New Entrants
The threat of new entrants is high due to the relatively low barriers to entry in the asset management industry, and the potential for new fintech companies to disrupt the market.
Intensity Of Rivalry
The intensity of rivalry is high due to the competitive nature of the asset management industry, with many established players competing for market share.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 0.53% |
| Debt Cost | 9.37% |
| Equity Weight | 99.47% |
| Equity Cost | 9.37% |
| WACC | 9.37% |
| Leverage | 0.53% |
Tatton Asset Management plc : Quality Control
Tatton Asset Management plc passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PIN.L | Pantheon International PLC specializes in fund of fund investments. For fund of fund investments, it seeks to invest in private equity, buyout, venture, growth, secondary investment funds, and special situations … |
| ORES.ST | Investment AB Oresund is a publicly owned investment manager. Investment AB Oresund was founded in 1890 and is based in Stockholm, Sweden. |
| TAALA.HE | Taaleri Oyj is a publicly owned asset management holding company. The firm provides its services to private individuals, institutional investors and companies. Through its subsidiaries, the firm provides wealth management … |
| 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 … |
| R4.MC | Renta 4 Banco, S.A., together with its subsidiaries, provides wealth management, brokerage, and corporate advisory services in Spain and internationally. It is involved in the management of collective investment institution … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Renta 4 Banco
A-Score
1-Year Total Return ->
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Taaleri
A-Score
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Öresund
A-Score
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4
Tatton Asset Management
A-Score
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5
Ratos
A-Score
1-Year Total Return ->
6
