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Tetragon Financial Group Ltd (TFG) Fair Value & Analysis

Financial Services · NL · Market cap $1.1B · ISIN GG00B1RMC548

What is Tetragon Financial Group Ltd really worth?

TF Tetragon Financial Group Ltd TFG · AS
Price$14.00
Fair Value$14.81
Upside+5.8%
Quality67/100

A solid business, currently priced close to our fair value of $14.81.

As of Aug 30, 2026, the fair value of Tetragon Financial Group Ltd is $14.81 per share against a price of $14.00, so the fair value sits 6% above the price. A model estimate blended from multiple valuation models, recalculated regularly.

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Strengths

Highly profitable · 49.2% net margin
Ranks above peers (11/13)

Risks

!Mixed Growth (revenue 5y +27.4 %/yr)
!Low debt · negative free cash flow
!Moderate moat 64/100
!Weak on past: 19 out of 100

For context

·3.93% dividend yield
Evidence: High Range $7.75 – $18.51

Fair value as of: Aug 30, 2026

From 8 valuation models · updated 7 days ago

Share price +2.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • A fairly wide model range ($7.75 to $18.51) leaves room in how you read the outcome.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

$18.80 $6.64 Fair Value $14.81 Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range $6.64 – $18.80 · fair‑value band $7.75 – $18.51 · the $14.00 price screens below the $14.81 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Tetragon Financial Group Ltd (TFG) currently trades at $14.00, while our model-based Fair Value estimate is $14.81, implying the stock looks roughly 5.5% fairly valued today. The Quality Score stands at 67/100 (solid quality), in the Financial Services sector. Bull case: the Economic Profit group reads highest at a median of $72.36 per share, and 6 of the 8 models we run sit above the $14.00 price. Bear case: the Dividend Discount group reads lowest at $3.71, and 2 of the 8 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Tetragon Financial Group Ltd generated revenue of $1.0B at a net margin of 71.0%. Revenue grew 8.6% year over year. It earns a return on equity of 20.7%. Net debt stands at $323M. Fundamentals as of Aug 30, 2026

Our scenario range runs from $7.75 (bear case) to $18.51 (bull case); at $14.00, the current price sits within 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. The share trades about 26% below its 52-week high and 17% above its 52-week low, currently below its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −28% fair-value upside, at 6%, TFG screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $4.80 per share, which is 32.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM $2.25 $4.06 $5.59 66
DDM Multi-Stage $2.25 $3.71 $4.34 65
P/E Multiple $87.07 $116.09 $145.12 63
All 8 models by family
Earnings-Based
Graham-Dodd $60.73 $423.49 $594.31 61
Lynch FV $218.79 $312.56 $406.33 59
Dividend Discount
Gordon GGM $2.25 $4.06 $5.59 66
DDM Multi-Stage $2.25 $3.71 $4.34 65
Multiples
P/E Multiple $87.07 $116.09 $145.12 63
P/B Multiple $50.02 $66.69 $83.36 55
Asset-Based
NCAV (Graham) $23.82 $31.92 $47.64 54
Economic Profit
Residual Income $51.32 $72.36 $288.23 61

Widest divergence: Earnings-Based ($312.56) versus Dividend Discount ($3.71). Highest evidence: Gordon GGM (66).

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Key figures & financial health

P/E ratio 1.8
P/S ratio 1.31 P/E × margin
EPS (TTM) $7.59 price ÷ EPS = P/E 1.8
Dividend yield 3.9% payout 7.2%
Net margin 71.0% FY2025
Return on equity 20.7% TTM
More key figures
Profitability
Return on assets (EBIT) 9.3% avg 5y
Operating margin 75.1% TTM
Growth
Revenue (TTM) $1.0B TTM
Revenue growth (YoY) +8.6% 3y avg +155%
EPS growth (YoY) −0.8%
Balance sheet & cash flow
Free cash flow −$368M FY2025
Net debt $323M FY2025

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 63 · Market factors (momentum, volatility) 52

Profitability 61
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 33
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 59
Disciplined investing over empire-building
Low Volatility 96
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 99
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Tetragon Financial Group Limited is a close ended feeder fund launched and managed by Tetragon Financial Management LP. The fund invests its entire corpus in Tetragon Financial Group Master Fund Limited. It was formerly known as Tetragon Credit Income Fund Limited.

Full company description

Tetragon Financial Group Limited is a close ended feeder fund launched and managed by Tetragon Financial Management LP. The fund invests its entire corpus in Tetragon Financial Group Master Fund Limited. It was formerly known as Tetragon Credit Income Fund Limited. Tetragon Financial Group Limited was formed on June 23, 2005 and is domiciled in the Guernsey, Channel Islands.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tetragon Financial Group Ltd reported revenue of $1.0B in FY2025 versus $448M in FY2021, a compound +23.1%/yr. Reported net income was $730M in FY2025, compounding +14.9%/yr from FY2021.

Growth Quality 60/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
$1.0B
Latest YoY
+181.5%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+27.4%
Avg. revenue growth/yr (20Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+38.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
≈ +25.5% (approximate, leans on 2025) · in USD
Earnings growth per share plus dividend yield: the value created per share and year.
Earnings growth per share+21.6%
Dividend yield3.9%
Trend Two data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.5Y 21.6% vs 10Y 16.9%, picking up
Operating margin (EBIT) Operating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.57.9% (2020) → 73.7% (2025) · rising
Worst earnings drop450% (2009) (loss year, drop beyond 100%) · in USD
⚠ Rate leans on 2025: that final year sits 178% above its own trend (e.g. a one-off disposal gain) and could not be adjusted
Revenue +23.1%/yr
FY21 $448M
FY22 $61.7M
FY23 $240M
FY24 $365M
FY25 $1.0B
Net income +14.9%/yr
FY21 $418M
FY22 −$32.1M
FY23 $141M
FY24 $352M
FY25 $730M
Character of growth · EPS growth decomposed (2012-2023) −0.4 % p.a.
Revenue per share −1.5 %

of which total revenue −1.4 % · buybacks/dilution −0.1 %

EBIT margin +3.9 %
Tax rate −7.1 %
Residual (interest, one-offs) +4.8 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Tetragon Financial Group Ltd Fair Value". https://www.fairvalue-calculator.com/stock/TFG.AS

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Asset Management · 695 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 66 · Above median
Fair Value upside +6% · Above median
Return on equity (TTM) 5% · Below median
Return on assets 3% · Above median
Net margin (TTM) 49% · Above median
Operating margin (TTM) 127% · Top 25%
Revenue growth 9% · Above median
Dividend yield (TTM) 3.9% · Below median
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 1.8× · Cheaper than 75% of peers
P/B 0.29× · Cheaper than 75% of peers
P/S (TTM) 3.13× · Cheaper than median
EV/EBITDA 1.6× · Cheaper than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE41 · sector 40
FUTURE43 · sector 15
PAST19 · sector 24
HEALTH98 · sector 95
DIVIDEND79 · sector 81

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

Similar stocks

10 more Asset Management stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
Blackstone Inc BX $142.39 $52.88 −63%
Investor AB INVEB kr 408.05 kr 827.56 +103%
Brookfield Corporation BN C$55.74 C$10.67 −81%
KKR & Co KKR $108.68 $19.97 −82%
Apollo Global Management, Inc APO $135.04 $101.04 −25%
State Street Corporation STT $193.33 $138.33 −28%
Ameriprise Financial, Inc AMP $559.32 $515.24 −8%
Ares Management Corporation ARES $143.10 $30.88 −78%
Northern Trust Corporation NTRS $186.79 $122.02 −35%
Raymond James Financial, Inc RJF $181.10 $142.42 −21%

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Frequently asked questions

Is Tetragon Financial Group Ltd (TFG) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of $14.81 versus a price of $14.00, about +6% upside (fairly valued).
What is the fair value of TFG?
Our model-based fair value for Tetragon Financial Group Ltd is $14.81 (as of Aug 30, 2026), built from audited fundamentals. The current price: $14.00.
What is the quality score of TFG?
Tetragon Financial Group Ltd has a Quality Score of 67/100. 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 price target for Tetragon Financial Group Ltd (TFG)?
Our model-based price target is the fair value of $14.81 (as of Aug 30, 2026) from 8 valuation models. Cautious scenario $7.75, optimistic scenario $18.51. It is a calculation from audited fundamentals, not an analyst target.
What is the Tetragon Financial Group Ltd stock forecast for 2026?
Our models put fair value at $14.81, about +6% upside versus a price of $14.00 (fairly valued). Cautious scenario $7.75, optimistic scenario $18.51. The calculation is refreshed regularly with new filings.
What is the revenue of Tetragon Financial Group Ltd (TFG)?
Tetragon Financial Group Ltd reported trailing-twelve-month revenue of about $1.0B (latest available figure, as of Aug 30, 2026).
What is the net profit margin of TFG?
The net profit margin of Tetragon Financial Group Ltd is about 71.0%, meaning it keeps roughly 71.0% of revenue as net income. Based on the latest reported figures.
Does Tetragon Financial Group Ltd pay a dividend?
Tetragon Financial Group Ltd currently shows a dividend yield of about 3.93% relative to its recent price (as of Aug 30, 2026).
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