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Polar Capital Holdings (POLR) Fair Value & Analysis

Financial Services · GB · Market cap 823M GBX

PC Polar Capital Holdings POLR · LSE
Price£8.19
Fair Value£1.99
Upside-75.7%
Quality95/100
Evidence: High Range £1.49 – £2.49

Fair value as of: Jun 26, 2026

From 26 valuation models · updated 4 days ago

Fair value updated Jun 26, 2026 — revised from £5.87 to £1.99 (−66.1%) since Jun 24, 2026. Share price +6.1% over the past month.

Price vs Fair Value (12 months)

£8.19 £3.95 Fair Value £1.99 Jul 2025 Jun 2026

12‑month range £3.95 – £8.19 · fair‑value band £1.49 – £2.49 · the £8.19 price screens above the £1.99 fair value. As of Jun 26, 2026.

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Analysis

Polar Capital Holdings (POLR) currently trades at £8.19, while our model-based Fair Value estimate is £1.99 — implying the stock looks roughly 75.7% overvalued today. We read business quality at 95/100 (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, Polar Capital Holdings generated revenue of £229M at a net margin of 17.1%. Revenue grew 2.6% year over year. It earns a return on equity of 31.2%. The balance sheet holds a net cash position of £111M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 229M GBX
Revenue growth (YoY) +2.6%
Net margin 17.1%
Return on equity 31.2%
Free cash flow 63.8M GBX FY2025
P/E ratio 21.8
More key figures
Operating margin 25.7%
EPS (TTM) £0.4000
Dividend yield 5.3%
EPS growth (YoY) +22.8%
Net cash 111M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Polar Capital Holdings plc is a publicly owned investment manager. The firm provides its services to professional and institutional investors. It launches and manages equity and balanced mutual funds. The firm also launches and manages hedge funds for its clients. The firm invests in public equity markets across the globe. The firm typically invests in companies in technology, healthcare and financial sectors. Polar Capital Holdings plc was founded in December 2000 and is based in London, United Kingdom with an additional office in Tokyo, Japan.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Polar Capital Holdings reported revenue of £222M in FY2025 versus £218M in FY2021, a compound +0.4%/yr. Reported net income was £35.3M in FY2025, compounding −13.4%/yr from FY2021.

Revenue +0.4%/yr
FY21 £218M
FY22 £219M
FY23 £185M
FY24 £197M
FY25 £222M
Net income −13.4%/yr
FY21 £62.7M
FY22 £48.9M
FY23 £35.6M
FY24 £40.8M
FY25 £35.3M

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Frequently asked questions

Is Polar Capital Holdings (POLR) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £1.99 versus a price of £8.19 — about −76% (overvalued). Model-based estimate, not financial advice.
What is the fair value of POLR?
Our 21-model fair value for Polar Capital Holdings is £1.99 (as of Jun 26, 2026), built from audited fundamentals. The current price is £8.19.
What is the quality score of POLR?
Polar Capital Holdings has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Polar Capital Holdings (POLR)?
Polar Capital Holdings reported trailing-twelve-month revenue of about £229M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of POLR?
The net profit margin of Polar Capital Holdings is about 17.1%, meaning it keeps roughly 17.1% of revenue as net income. Based on the latest reported figures.
Does Polar Capital Holdings pay a dividend?
Polar Capital Holdings currently shows a dividend yield of about 5.32% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.