19 October 2026

strategyland.uk

Jupiter Fund Management PLC (JUP)

Rank #258 of 280 - Financials - UK Equities

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Jupiter Fund Management PLC

JUP.L·Financials·Market Cap £889m

Rank #258 of 280

Quantitative Model · 280 Stocks Analysed

£1.74

+13.46% YTD

52W: £1.32 - £2.07

Factor Analysis Summary

Editorial assessment generated from Jupiter Fund Management PLC's live factor scores and sector positioning.

Based on Strategyland's proprietary 7-factor analysis, Jupiter Fund Management PLC (JUP.L) currently holds an overall rank of #258 out of 280 FTSE 100 constituents, reflecting its weighted composite score across liquidity, valuation, profitability, solvency, asset efficiency, market trading, and technical dimensions.

Key strengths include solvency (debt/equity 0.0), where it demonstrates a sound financial footing with manageable debt levels and adequate interest coverage; valuation (P/E 9.5, dividend yield 2.7%), where it demonstrates reasonable valuation with several price-based metrics ranking favourably; and liquidity, where it demonstrates solid trading liquidity that should accommodate most institutional order sizes.

Areas requiring attention include technical (RSI 60.0), where bearish technical positioning with price trading below key trend indicators, as well as profitability (ROE 11.5%, net margin 21.4%), where compressed margins and weak returns on equity weigh on the earnings profile.

Within the Financials sector, Jupiter Fund Management PLC sits at composite rank #258, trailing the Financials peer average (rank 8). It ranks behind all 6 tracked Financials peers in our model.

The composite profile is weighed down by 3 below-average factor scores, with technical (rank 258/280) representing the most significant drag on its #258 overall standing.

Strongest Factors

Solvency — Rank 78/280 (above average)
Valuation — Rank 96/280 (above average)
Liquidity — Rank 104/280 (above average)

Weakest Factors

Technical — Rank 258/280 (below average)
Profitability — Rank 230/280 (below average)

Score Analysis

Jupiter Fund Management PLC is ranked #258 out of 280 UK stocks. Lower factor scores indicate better performance in that category.

Factor Breakdown

164/280

Average Score

Liquidity

Good104/280

Valuation

Good96/280

Profitability

Weak230/280

Solvency

Good78/280

Asset Efficiency

Weak218/280

Mkt Trading

Fair166/280

Technical

Weak258/280

1. Liquidity

Score: 104/280

How liquid is JUP and can it meet its short-term obligations?

0/6

liquidity criteria met

Metric

Sector Range

Value

Rank

–

Quick Ratio

N/A

Range: N/A

–

Current Ratio

N/A

2.46xRank 60/280

Range: N/ARank 60/280

–

TTM Operating Cash Flow

N/A

0.46xRank 117/280

Range: N/ARank 117/280

–

Liquidity Coverage Ratio

100-150

N/A

Range: 100-150

✗

Intangible Asset Ratio

10 - 30

0.01xRank 147/280

Range: 10 - 30Rank 147/280

–

Cash-to-Debt Ratio

N/A

6.87xRank 17/280

Range: N/ARank 17/280

Key Liquidity Metrics

Quick Ratio

N/A

Sector: N/A

Current Ratio

2.46x

Sector: N/A

Overall Liquidity Rank

Rank within universe#104/280

Best (1)Worst (280)

2. Valuation

Score: 96/280

Is JUP undervalued compared to its peers and fair value metrics?

4/7

valuation criteria met

Metric

Sector Range

Value

Rank

✓

FY27e P/E

8x - 18x

11.2xRank 83/280

Range: 8x - 18xRank 83/280

✓

FY26e P/E

8x - 18x

10.9xRank 57/280

Range: 8x - 18xRank 57/280

✓

FY27e Net Div Yld (%)

3.0 - 8.0

4.71%Rank 71/280

Range: 3.0 - 8.0Rank 71/280

✗

Div Payout Ratio

30 - 55

59.23%Rank 100/280

Range: 30 - 55Rank 100/280

–

Current EV/EBITDA

N/A

3.4xRank 25/280

Range: N/ARank 25/280

✗

Current P/TBV

0.8x - 2.0x

2.02xRank 127/280

Range: 0.8x - 2.0xRank 127/280

✓

Current P/B

0.8x - 2.0x

0.89xRank 47/280

Range: 0.8x - 2.0xRank 47/280

Key Valuation Metrics

TTM P/E

Price-to-Earnings

9.5x

FY26e P/E

Forward estimate

10.9x

FY27e P/E

Forward estimate

11.2x

Current P/B

Price-to-Book

0.89x

Current P/TBV

Tangible Book Value

2.02x

Current EV/EBITDA

Enterprise Value

3.4x

FY26e EV/EBITDA

Forward estimate

4.1x

FY27e EV/EBITDA

Forward estimate

4.2x

Dividend

JUP pays a dividend yield of 2.69%.

Current Yield

2.69%

FY27e Net Div Yield

4.71%

FY26e Gross DPS

0.076

FY27e Gross DPS

0.082

Dividend Per Share Forecast

3. Profitability

Score: 230/280

How profitable is JUP relative to its peers?

1/7

profitability criteria met

Metric

Sector Range

Value

Rank

✓

TTM Profit Margin

15 - 30

21.4%Rank 109/280

Range: 15 - 30Rank 109/280

–

T12 FCF Margin

N/A

0.3%Rank 131/280

Range: N/ARank 131/280

✗

FY27e RoE

10 - 16

9.2%Rank 157/280

Range: 10 - 16Rank 157/280

✗

FY26 EPS Growth

8 - 15

-19.1%Rank 215/280

Range: 8 - 15Rank 215/280

✗

FY27e EPS Growth

6 - 12

-21.8%Rank 219/280

Range: 6 - 12Rank 219/280

–

NIM

1.5 - 3.2

N/A

Range: 1.5 - 3.2

–

Expense Ratio

50 - 65

N/A

Range: 50 - 65

TTM Profit Margin

21.4%

Current RoCE

11.5%

FY27e RoE

9.2%

T12 FCF Margin

0.3%

EPS Growth

4. Solvency

Score: 78/280

How strong is JUP's balance sheet and financial position?

0/6

solvency criteria met

Metric

Sector Range

Value

Rank

✗

Debt/Eqt

0.5x - 1.5x

0.04xRank 34/280

Range: 0.5x - 1.5xRank 34/280

–

Interest Coverage Ratio

N/A

Rank 61Rank 61/280

Range: N/ARank 61/280

–

Net Leverage Ratio

N/A

-2.67xRank 5/280

Range: N/ARank 5/280

–

Altman Z-Score (Manufacturing)

N/A

7.62Rank 97/280

Range: N/ARank 97/280

–

Z-Score (Non Manufacturing)

N/A

Rank 115Rank 115/280

Range: N/ARank 115/280

–

CapAdeq Ratio Tier1

13 - 18

N/A

Range: 13 - 18

Key Solvency Metrics

Debt/Eqt

0.04x

Net Leverage Ratio

-2.67x

Interest Coverage

Rank 61

T12 FCF Margin

0.3%

Altman Z-Score

7.62

Safe Zone

01.812.995+

5. Asset Efficiency

Score: 218/280

How efficiently does JUP deploy its assets and intellectual capital?

1/5

asset efficiency criteria met

Metric

Sector Range

Value

Rank

–

Efficiency Ratio

50 - 70

N/A

Range: 50 - 70

–

TTM Asset Turnover Ratio

N/A

0.38xRank 148/280

Range: N/ARank 148/280

✓

TTM CAPEX/Sales

1 - 3

1.1%Rank 173/280

Range: 1 - 3Rank 173/280

–

Working Capital Turnover

N/A

1.52xRank 140/280

Range: N/ARank 140/280

–

R&D/Sales FY27e

N/A

Range: N/A

Overall Asset Efficiency Rank

Rank within sector peers#218/280

Best (1)Worst (280)

6. Market Trading

Score: 166/280

How liquid and actively traded is JUP?

1/2

market trading criteria met

Metric

Sector Range

Value

Rank

✗

Intraday Sentiment (%)

40 - 75

84.0%Rank 37/280

Range: 40 - 75Rank 37/280

–

10D-Avg v/s 3M-Avg Vol

N/A

111%Rank 50/280

Range: N/ARank 50/280

✓

Avg Directional Index 30D

012 - 45

17.1Rank 176/280

Range: 012 - 45Rank 176/280

–

Parabolic SAR

N/A

164.14Rank 247/280

Range: N/ARank 247/280

–

Stock Rating Rank

N/A

Range: N/A

Market Cap

£888,910,032

Enterprise Value

£479,780,479

Trading Volume

7. Technical

Score: 258/280

What do the technical indicators say about JUP?

0/5

technical criteria met

Metric

Chart

Sector Range

Value

Rank

–

CMP v/s 52-WH

£2.07£1.32

-16.1%CMP: £1.74

N/A

-16.1%Rank 180/280

£2.07£1.32

-16.1%CMP: £1.74

Range: N/ARank 180/280

–

CMP v/s 52-WL

£2.07£1.32

+31.2%CMP: £1.74

N/A

31.2%Rank 164/280

£2.07£1.32

+31.2%CMP: £1.74

Range: N/ARank 164/280

–

RSI 14D

060.0 - Bullish100

N/A

60.0Rank 50/280

060.0 - Bullish100

Range: N/ARank 50/280

–

MA50 - MA200

£1.65-0.02£1.67

N/A

BearishRank 208/280

£1.65-0.02£1.67

Range: N/ARank 208/280

–

MACD Rank

Death Cross

MACD: 0.70

N/A

0.70Rank 100/280

Death Cross

MACD: 0.70

Range: N/ARank 100/280

RSI (14 Day)

60.0

Bullish

0 (Oversold)50100 (Overbought)

Moving Averages

50 SMA£1.65

200 SMA£1.67

SignalDeath Cross (Bearish)

MACD0.70

Risk Metrics

Beta

N/A

3-Yr Std Dev

N/A

5-Yr Std Dev

N/A

Peer Comparison

How does JUP compare to other Financials stocks?

Overall Rank Comparison

Factor Score Comparison

Stock	Rank	Liquidity	Valuation	Profitability	Solvency	Mkt Trading	Technical
JUP	#258	104	96	230	78	166	258
MUT.L	#3	128	38	24	56	27	8
RTW.L	#5	116	7	9	145	69	229
BPCR.L	#7	163	34	56	9	112	76
RCP.L	#9	179	26	22	59	13	2
AGT.L	#11	108	57	55	72	90	79
TBCG.L	#14	29	55	38	257	129	18

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Methodology Note

The analysis presented for Jupiter Fund Management PLC is produced using Strategyland's proprietary 7-factor quantitative model, which evaluates each stock across Liquidity, Valuation, Profitability, Solvency, Asset Efficiency, Market Trading, and Technical dimensions. Individual factor scores and the composite rank reflect relative rankings within the FTSE 100 universe — a lower rank number indicates stronger performance in that category.

Underlying financial and market data is sourced from LSEG (London Stock Exchange Group) and processed through our scoring engine. Scores are recalculated as new data becomes available and should be interpreted as a systematic screening output, not a forecast of future share price performance.

This content is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance and factor rankings are not indicative of future results. Please read our Risk Disclaimer before making any investment decisions.

Strategyland Research Center - strategyland.ukThis report is for informational purposes only. Not financial advice.