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Ashmore Group (ASHM) Fair Value & Analysis

Financial Services · GB · Market cap 1.4B GBX

AG Ashmore Group ASHM · LSE
Price£2.14
Fair Value£1.69
Upside-21.1%
Quality79/100
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Mixed Growth
Highly profitable · 85.7% net margin
generates free cash flow
7.88% dividend yield
Trails peers (4/14)
Wide moat 67/100
Evidence: High Range £1.26 – £2.11 Share as image

Fair value as of: Jul 11, 2026

From 12 valuation models · updated 29 days ago

Share price +5.6% over the past month.

A strong business, but screening 21% overvalued on our models.

What matters now

  • A high-quality business (quality 79/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

£2.60 £1.09 Fair Value £1.69 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range £1.09 – £2.60 · fair‑value band £1.26 – £2.11 · the £2.14 price screens above the £1.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

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Analysis

Ashmore Group (ASHM) currently trades at £2.14, while our model-based Fair Value estimate is £1.69, implying the stock looks roughly 21.1% overvalued today. The Quality Score stands at 79/100 (high quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Ashmore Group generated revenue of £132M at a net margin of 85.7%. Revenue declined 12.9% year over year. It earns a return on equity of 14.5%. The balance sheet holds a net cash position of £344M. Fundamentals as of Jul 11, 2026

Our scenario range runs from £1.26 (bear case) to £2.11 (bull case); at £2.14, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -21%, ASHM screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income £1.02 £1.11 £1.33 76
Growth DCF £1.16 £1.33 £1.60 72
Gordon GGM £1.44 £1.55 £1.71 70
All 12 models by family
DCF Models
Owner Earnings £1.59 £1.90 £2.44 31
5Y P/E Exit £1.39 £1.83 £2.36 38
10Y P/E Exit £1.27 £1.55 £1.81 35
Earnings-Based
Graham-Dodd £0.8500 £1.06 £1.20 54
Dividend Discount
Gordon GGM £1.44 £1.55 £1.71 70
DDM Multi-Stage £1.44 £1.71 £2.07 61
Multiples
P/E Multiple £1.22 £1.62 £2.03 63
P/B Multiple £1.26 £1.69 £2.11 55
Asset-Based
NCAV (Graham) £0.6000 £0.8100 £1.20 50
Growth DCF
Growth DCF £1.16 £1.33 £1.60 72
Rev-Margin DCF £0.9600 £1.11 £1.30 67
Economic Profit
Residual Income £1.02 £1.11 £1.33 76

Widest divergence: DCF Models (£1.83) versus Asset-Based (£0.8100). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) 132M GBX
Revenue growth (YoY) -12.9%
Net margin 85.7%
Return on equity 14.5%
Free cash flow 48.4M GBX FY2025
P/E ratio 12.6
More key figures
Operating margin 25.2%
EPS (TTM) £0.1700
Dividend yield 8.1%
EPS growth (YoY) +89.0%
Net cash 344M GBX FY2025

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 79/100

Of which business quality 76 · Market factors (momentum, volatility) 59

Profitability 46
Margins and returns on capital today
Quality Growth 56
Are margins and returns improving?
Cashflow 77
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 58
Calm price path (market factor)
Momentum 52
Price trend over the last 3–12 months (market factor)
52W Momentum 71
Distance to the 52-week high (market factor)
Net Issuance 86
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Ashmore Group plc is a publicly owned investment manager. The firm primarily provides its services to retail and institutional clients. It manages separate client-focused equity and fixed income portfolios. The firm also launches and manages equity and fixed income mutual funds for its clients.

Full company description

Ashmore Group plc is a publicly owned investment manager. The firm primarily provides its services to retail and institutional clients. It manages separate client-focused equity and fixed income portfolios. The firm also launches and manages equity and fixed income mutual funds for its clients. It invests in the public equity and fixed income markets in emerging markets across the globe. The firm focuses on a number of investment themes including external debt, local currency, corporate debt, blended debt, alternatives (which include special situations, real estate and infrastructure) equities Overlay/Liquidity and Multi-Asset. The firm employs combination of fundamental analysis to make its investments. Ashmore Group Plc was founded in 1992 and is based in London, United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ashmore Group reported revenue of £144M in FY2025 versus £425M in FY2021, a compound −23.6%/yr. Reported net income was £81.2M in FY2025, compounding −23.7%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
£144M
Avg. growth/yr (3Y)
−24.0%
Avg. growth/yr (5Y)
−9.2%
Avg. growth/yr (19Y)
+5.6%
Revenue −23.6%/yr
FY21 £425M
FY22 £200M
FY23 £219M
FY24 £187M
FY25 £144M
Net income −23.7%/yr
FY21 £240M
FY22 £88.5M
FY23 £83.3M
FY24 £93.7M
FY25 £81.2M

ASHM screens 21% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Ashmore Group Fair Value". https://www.fairvalue-calculator.com/stock/ASHM

Peer Group

Asset Management · 973 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 79 · Top 25%
Fair Value upside −21% · Below median
Return on equity (TTM) 15% · Above median
Return on assets 2% · Below median
Net margin (TTM) 86% · Top 25%
Operating margin (TTM) 25% · Below median
Revenue growth -13% · Bottom 25%
Dividend yield (TTM) 7.9% · Top 25%

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 12.6× · Pricier than median
P/B 2.40× · Pricier than 75% of peers
P/S (TTM) 14.19× · Pricier than 75% of peers
P/FCF 38.8× · Pricier than 75% of peers
EV/EBITDA 46.4× · Pricier than 75% of peers
PEG 2.52× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 5 · sector 37
FUTURE 0 · sector 6
PAST 58 · sector 26
HEALTH 0 · sector 95
DIVIDEND 100 · sector 69

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is Ashmore Group (ASHM) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of £1.69 versus a price of £2.14, about −21% (overvalued).
What is the fair value of ASHM?
Our model-based fair value for Ashmore Group is £1.69 (as of Jul 11, 2026), built from audited fundamentals. The current price is £2.14.
What is the quality score of ASHM?
Ashmore Group has a Quality Score of 79/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Ashmore Group (ASHM)?
Ashmore Group reported trailing-twelve-month revenue of about £132M (latest available figure, as of Jul 11, 2026).
What is the net profit margin of ASHM?
The net profit margin of Ashmore Group is about 85.7%, meaning it keeps roughly 85.7% of revenue as net income. Based on the latest reported figures.
Does Ashmore Group pay a dividend?
Ashmore Group currently shows a dividend yield of about 8.13% relative to its recent price (as of Jul 11, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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