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Stock Research: Quilter

Independent stock analysis through peer comparison: Get the 360° View as an objective basis for stock decision-making and explore the detailed ranks.

Quilter

LSE:QLT GB00BDCXV269
44
  • Value
    77
  • Growth
    66
  • Safety
    Safety
    35
  • Combined
    60
  • Sentiment
    35
  • 360° View
    360° View
    44
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Company Description

Quilter plc provides financial advice, investments, and wealth management. The company operates in financial planning, investment platforms, multi-asset investment solutions, and discretionary fund management, with brands like Quilter Financial Planning, Quilter Investment Platform, Quilter Investors, NuWealth, and Quilter Cheviot. It predominantly operates in the United Kingdom. In the last fiscal year, the company had $3,179 millions market cap, $1,466 millions profits, $1,530 millions revenue, and 3017 employees.

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ANALYSIS: With an Obermatt 360° View of 44 (better than 44% compared with alternatives), overall professional sentiment and financial characteristics for the stock Quilter are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half of the metrics below and half above average for Quilter. The consolidated Value Rank has an attractive rank of 77, which means that the share price of Quilter is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 77% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 66, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of 35. Professional investors are more confident in 65% other stocks. Worryingly, the company has risky financing, with a Safety rank of 35. This means 65% of comparable companies have a safer financing structure than Quilter. ...read more

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Strongest Rank Leverage
Weakest Rank Refinancing
Country United Kingdom
Industry Asset Management & Custody
Size Large
Website quilter.com
Index
FTSE All Shares
FTSE 250
FTSE 350
JSE All Shares
Quilter stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 9-Apr-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

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Metrics Current 2025 2024 2023
Value
77 49 61 47
Growth
66 89 37 7
Safety
Safety
35 82 75 60
Sentiment
35 55 78 61
360° View
360° View
44 92 84 31
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Metrics Current 2025 2024 2023
Analyst Opinions
22 25 30 45
Opinions Change
27 75 72 83
Pro Holdings
n/a 45 69 32
Market Pulse
67 69 74 56
Sentiment
35 55 78 61
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Metrics Current 2025 2024 2023
Value
77 49 61 47
Growth
66 89 37 7
Safety Safety
35 82 75 60
Combined
60 95 75 24
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
43 95 78 63
Price vs. Earnings (P/E)
36 28 28 35
Price vs. Book (P/B)
69 46 71 65
Dividend Yield
83 41 36 34
Value
77 49 61 47
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Metrics Current 2025 2024 2023
Revenue Growth
85 64 39 30
Profit Growth
30 52 38 27
Capital Growth
42 51 14 33
Stock Returns
80 93 71 21
Growth
66 89 37 7
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Metrics Current 2025 2024 2023
Leverage
19 48 46 58
Refinancing
100 97 97 91
Liquidity
28 55 51 20
Safety Safety
35 82 75 60

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This is a mixed bag with good value and high growth balanced by risky financing and negative sentiment. This is a risky stock that requires conviction; you should only consider it if you are willing to conduct further research into the underlying sentiment and financial risks.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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