Summary
83 / 100 · Bulios Score
What speaks for it
- It has raised its dividend 19 years in a row and pays out only 15% of profit.
- Out of every 100 USD of revenue, 20 USD is left as net profit.
- Revenue grew by 9.7% a year over the last 3 years.
- It bought back its own shares for $2.13B in the last fiscal year, 4.7% of its market value.
What to watch
- The share price is above the Bulios Fair Price.
Bulios Scoring describes a company's quality and track record, not its future return. A high score is not a buy signal. Learn more
Score in detailPrice
Is it expensive?
Looks expensiveBulios Fair Price is an estimate of a stock's fair value from the Bulios valuation model. It is an input for your own analysis, not investment advice. How does it work?
Today you pay 11.4 USD for 1 USD of yearly profit. Over the last five years it was 13.9 USD on average.
Valuation in detailIs it growing?
Yes, fastRevenue (USD)
Diluted EPS (USD)
- Analyst estimate
Revenue grew by 9.5% a year over 5 years. Over the last 3 years it grew by 9.7% a year. For the next fiscal year analysts expect revenue to grow by 5.9%. Earnings per share grew by 9.5% a year over the last 3 years.
Growth in detailDoes it make money?
Very wellWhere 100 USD of revenue goes
- Cost of sales 50 USD
- Sales and administration 23 USD
- Taxes and other 7.2 USD
- Net profit 20 USD
Net profit, industry median (Asset Management) 35 USD
Out of every 100 USD of revenue, 20 USD is left as net profit.
Profitability in detailIs it financially healthy?
Banks and insurers work with their customers' money, so their debt is judged differently; see the health section for their capital figures.
Financial health in detailDoes it pay a dividend?
Small, safe- Yield
- 1.31%
- Paid out of profit
- 15%
- Raised in a row
- 19 years
You receive $6.60 per share a year. The company covers the payout with ease.
Dividends in detailWhat do analysts expect?
Mildly positive- Buy 11
- Hold 10
- Sell 1
Today's price within the analysts' price targets
The average target of $545.33 is 9.0% above today's price. 50% of the analysts recommend buying.
Analysts in detailWhat does it earn on?
Fiscal year 2025By product
- Advice and Wealth Management 62%
- Retirement and Protection Solutions 20%
- Asset Management Segment 18%
By region
- Non-US 100%
Advice and Wealth Management brings in 62% of revenue.
Segments in detail