# Jupiter Fund Management Plc (JUP.L) fundamentals

Data as of 2026-09-08. LSE, United Kingdom. Sector: Financial Services / Capital Markets. Price 161p, market value 807 millionp.

## Valuation
- **P/E (trailing): 8.5×** (5-yr avg 1014.4×, 3-yr avg 801.2×). Jupiter Fund Management Plc trades at 8.5× trailing earnings, well below its own five-year average of 1014.4×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 10.1×, higher than trailing, so analysts expect earnings to fall.
- **PEG: 0.20**. A PEG of 0.20 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 1.0×**. Each dollar of revenue is priced at 1.0×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 0.9×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **EV / EBITDA: 1.8×**. Enterprise value is 1.8× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: 16.7%** (5-yr avg 0.1%). Free cash flow equals 16.7% of the market value, above its five-year average of 0.1%, so the shares are cheaper on cash than they have usually been. Above 5% is generally attractive.
- **Earnings yield: 11.8%**. The inverse of the P/E: 11.8% of the price is earned each year.

## Profitability
- **Gross margin: 90.8%**. Jupiter Fund Management Plc keeps 90.8% of revenue after the direct cost of what it sells, the kind of margin that comes with software, brands or pricing power.
- **Operating margin: 25.6%**. 25.6% of revenue is left after running the business, an exceptional level.
- **Net margin: 21.0%**. 21.0% of each dollar of sales reaches the bottom line.
- **Return on equity: 11.1%**. 11.1% on shareholders' equity is solid.
- **Return on invested capital: 29.8%**. Return on all capital, debt included, is 29.8%: comfortably above what that capital costs.
- **Return on assets: 13.3%**. Each dollar of assets produces 13.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 19.1%** (3-yr 8.2%/yr, 5-yr -1.0%/yr). Revenue grew 19.1% over the last year, against -1.0% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 50.0%** (3-yr 27.0%/yr, 5-yr -3.0%/yr). Earnings per share rose 50.0%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): -26.1%/yr**. Free cash flow has compounded at -26.1% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.
- **Cash and short-term investments: 403 millionp**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 3.68%** (0p per share, trailing). Jupiter Fund Management Plc yields 3.68%, an income-level yield.
- **Payout ratio: 22%** (42% of free cash flow). 22% of earnings goes out as dividends, leaving room to keep raising it.
- **Dividend growth (5 yr): -24.1%/yr** (1-yr -34.8%). The dividend has not grown over five years.
- **Shareholder yield: 8.4%**. Dividends plus net buybacks return 8.4% of the market value a year.

## Analyst view
- **Analyst consensus: buy** (9 analysts). 9 analysts cover Jupiter Fund Management Plc; the consensus is buy, with an average price target of 179p (+11% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 39.5%** (YTD 4.3%, 3-mo -2.1%). The shares are up 39.5% over twelve months including dividends.
- **From 52-week high: -24.9%** (42.0% above the low). Trading 25% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 51**. An RSI of 51 is neutral.
- **Beta (1 yr): 1.09** (volatility 32%). Beta of 1.09 against the FTSE All-Share: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=JUP.L · Page: https://foliofundamentals.com/stocks/jup.l

Not investment advice.