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POLR

Polar Capital Holdings Plc
Chart
888.00 GBp
Latest Week 2026-07-10
Snapshot 2026-07-12 · 0.6w · Fresh
0.65
OS Score
22.0%
Value
91.0%
Quality
96.0%
Momentum
7/9
F-Score
0.447
QV
Strategy Eligibility
9 of 23 passing
OS Composite
Trending Value
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
P/E 14.2
VC2 Cheapest
📐
EBITDA/EV
11.5%
Veiled Value
Yes
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
🌱
GARP
Rev +19%
🔄
Shareholder Yield
5.2%
💰
High Yield
Div 5.2%
🚀
Momentum Leaders
12-1 77%
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
CAQ 0.81
Risk-Adj Momentum
RAM 2.02
V
Value Analysis
Cheapness relative to fundamentals
22.0%ile
P/E
14.2×
P/S
3.2×
P/B
5.5×
E/P
0.1117
FCF Yield
0.105
EBITDA/EV
0.115
SH Yield
0.052
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
89.00000000
/100 — 1=cheapest
VC2 (Trending Value)
85.00000000
/100
VC3 (Buyback)
86.00000000
/100
FCF yield of 10.5% is strong — the business generates significant free cash relative to price. VC2 score of 85.00000000/100 — expensive across all six composite measures.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
91.0%ile
ROE
0.389
ROA
0.237
Net Margin
0.222
Op Margin
0.291
GPA
0.497
Current
2.53
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.190
Earn Growth
0.666
Accruals
-0.056
lower=better
5yr Consist
No
ROE of 39% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
96.0%ile
6M Return
60.6%
12M Return
89.4%
12-1 Mom
76.6%
Risk-Adj
2.02
Vol 252d
38.0%
Vol 60d
84.1%
↑ Expanding
Max DD 12M
-10.6%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 77% is very strong — a clear uptrend. Risk-adjusted momentum of 2.02 is excellent — strong returns relative to volatility. Near-term vol (84%) is expanding vs long-term (38%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.65
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Financial Services · 185 peers
Sector Value %ile
14.5%
Sector Quality %ile
95.2%
P/E z-score
-0.04
P/B z-score
1.84
Sector Avg OS
55.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CRE Conduit Holdings Limited 98.0% 98.0% 84.0% 82.0%
BGEO Lion Finance Group PLC 97.0% 93.0% 71.0% 94.0%
BEZ Beazley plc 97.0% 88.0% 88.0% 90.0%
JUP Jupiter Fund Management Plc 97.0% 90.0% 86.0% 89.0%
FEML Fidelity Emerging Markets Limited 96.0% 84.0% 80.0% 96.0%
PEEL Peel Hunt Limited 96.0% 96.0% 84.0% 74.0%
STAN Standard Chartered PLC 96.0% 89.0% 78.0% 94.0%
LRE Lancashire Holdings Limited 96.0% 96.0% 80.0% 75.0%
Factor Interactions
Growth at Reasonable Price
Revenue growing 19% with P/E of 14×. Growth isn't fully priced in.
Quality Momentum — Expensive
Strong quality (91th) and momentum (96th) but expensive (22th value). Premium priced — watch for mean reversion.
Strong Capital Return
Shareholder yield 5.2% backed by 10.5% FCF yield. Returns are well-funded.
Quality at a Premium
High quality (91th) but expensive (22th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (84%) significantly exceeds 252-day (38%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
69.0% avg (7 factors)
Quality
A
93.0% avg (7 factors)
Momentum
A
93.9% avg (4 factors)
Risk
C
53.4% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is confirming the value — this is the Trending Value signal that O'Shaughnessy found to be among the most powerful.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.650—0
Value %ile0.220—6
Quality %ile0.910—6
Momentum %ile0.960—6
F-Score7.000—6
Confidence0.891—6
Volatility0.380—0
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
14.25
Earnings Yield (E/P)
0.1117
Price / Sales
3.16
Price / Book
5.54
Price / Cash Flow
11.52
FCF Yield
10.5%
EBITDA / EV
11.5%
Sales Yield (1/P·S)
0.3835
Shareholder Yield
Div + net buyback / mktcap
5.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
38.9%
Return on Assets
23.7%
Net Margin
22.2%
Operating Margin
29.1%
Gross Profit / Assets
Novy-Marx GPA
49.7%
Current Ratio
2.53
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.056
MomentumPrice trend strength over different horizons
6M Return
60.6%
12M Return
89.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
76.6%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.02
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
19.0%
Earnings Growth (YoY)
66.6%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
7
Dividend Yield
5.2%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
89
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
85
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
86
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity