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BPM.L London Stock Exchange Investment Management & Fund Operators

Bpm.L

$700,00
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Mcap
25,2B GBp
P/E
EV / Rev
Div yield
2,05 %
Op margin
88,1 %
ROE
30,5 %
Net margin
86,3 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

BPM.L operates in the investment management and fund operators industry, generating revenue primarily through asset management fees and investment income.

Business. BPM.L is an investment management and fund operator headquartered in the United Kingdom, operating within the Banking & Investment Services sector. The company generates revenue primarily through fee-based models associated with managing assets for clients. It is listed on the London Stock Exchange under the ticker symbol BPM.L. Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorFinancials
Business sectorBanking & Investment Services
IndustryInvestment Management & Fund Operators
ActivityBanking & Investment Services
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target812,50

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
812,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
30,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning BPM.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to BPM.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    BPM.L is an investment management and fund operator headquartered in the United Kingdom, operating within the Banking & Investment Services sector. The company generates revenue primarily through fee-based models associated with managing assets for clients. It is listed on the London Stock Exchange under the ticker symbol BPM.L. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorFinancials
    Business sectorBanking & Investment Services
    IndustryInvestment Management & Fund Operators
    ActivityBanking & Investment Services
    AI synthesis
    GENERATED

    BPM.L maintains a highly liquid capital structure, with GBP 74.14 million in cash and equivalents and a current ratio of 38.91, indicating strong short-term liquidity. The company's price-to-book ratio of 77.25 and price-to-tangible-book ratio of 77.25 suggest a premium valuation relative to its equity base. The company's market cap of GBP 25.21 billion is significantly higher than its total assets of GBP 340.88 million, reflecting a high market multiple.

    In terms of profitability, BPM.L reports a return on equity (ROE) of 30.48% and a return on assets (ROA) of 29.19%, both of which are well above the typical benchmarks for the investment management industry. The company's net income of GBP 99.50 million and operating income of GBP 101.57 million indicate strong earnings performance. These metrics suggest that BPM.L is efficiently utilizing its equity and asset base to generate returns.

    BPM.L's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of segment and geographic diversification may expose the company to higher concentration risk, particularly in volatile market conditions.

    The company's growth trajectory is not explicitly outlined in the available data, but its high price-to-earnings ratio of 253.41 and price-to-revenue ratio of 218.09 suggest that the market is pricing in significant future growth expectations. Analysts have assigned a mean price target of GBP 812.50, indicating a potential upside of approximately 16% from the current market price of GBP 700.00.

    BPM.L's risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company's capital structure is largely equity-funded, with minimal long-term debt of GBP 412,000 and a debt-to-equity ratio of 0.0. This suggests a conservative approach to leverage and a low risk of financial distress.

    Recent events, as reflected in the available data, include strong analyst sentiment, with a mean recommendation of 1.00 (strong buy) and two strong-buy ratings. No recent filings or transcripts are provided in the data, so the narrative is based on the latest financial and valuation metrics.

    Key takeaways
    • BPM.L has a highly liquid balance sheet with a current ratio of 38.91 and GBP 74.14 million in cash and equivalents.
    • The company's ROE of 30.48% and ROA of 29.19% indicate strong profitability relative to its equity and asset base.
    • Analysts have a strong buy consensus with a mean price target of GBP 812.50, suggesting a potential upside of 16%.
    • The company's valuation multiples (P/E of 253.41 and P/S of 218.09) reflect high market expectations for future growth.
    • BPM.L's capital structure is conservative, with minimal debt and a debt-to-equity ratio of 0.0.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $700,00
    Market cap
    $25.21B
    Enterprise value
    $25.14B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    750.8x
    P / B
    77.2x
    P / Tangible book
    77.2x
    Tangible book
    $326.4M
    Net cash
    $73.7M
    Current ratio
    38.9
    Debt / equity
    0.0
    ROA
    29.2%
    ROE
    30.5%
    Cash conversion
    34.0%
    CapEx / revenue
    -0.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy2
    Buy0
    Hold0
    Sell0
    Strong sell0
    12-month price target$812,50 · Median $812,50
    Low $805,00High $820,00
    Operating income · consensus55,2M GBP

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$805,00
    Mean$812,50
    Median$812,50
    High$820,00
    Spot$700,00
    +16.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin88,1 %Above P75
    Net Margin86,3 %Above P75
    ROE30,5 %Best in class
    Capex / Rev-0,1 %Above P75
    D/E0,00Above median
    Cash Conv0,34Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • BPM.L Market data — financials · 2026-05-27
    • B.P. Marsh & Partners PLC Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Dan John ToppingChief Executive Officer, Executive Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    BPM.LCanonical
    London Stock Exchange · GBp

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage