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Hargreaves Lansdown Plc, Bristol (HL.:LN) Hargreaves Lansdown Plc, Bristol (HL.:LN) Financials/Asset Managers and Custodians Price: 1,439.00 GBX Report Date: September 29, 2021 Business Description and Key Statistics Hargreaves Lansdown is a direct-to-investor investment service Current YTY % Chg administering investments in individual savings accounts and self- invested personal pensions, Fund and Share accounts and Active Revenue LFY (M) 551 14.7 Savings, providing services for individuals and corporates. EPS Diluted LFY 0.66 26.7 Market Value (M) 6,817 Shares Outstanding LFY (000) 473,747 Book Value Per Share 1.18 EBITDA Margin % 63.80 Net Margin % 56.9 Website: www.hl.co.uk Long-Term Debt / Capital % 0.0 ICB Industry: Financials Dividends and Yield TTM 0.56 - 3.86% ICB Subsector: Asset Managers and Custodians Payout Ratio TTM % 65.1 Address: One College Square South;Anchor Road Bristol 60-Day Average Volume (000) 866 GBR 52-Week High & Low 1,788.00 - 1,348.50 Employees: 1,599 Price / 52-Week High & Low 0.80 - 1.07 Price, Moving Averages & Volume 1,810.0 1,810.0 Hargreaves Lansdown Plc, Bristol is currently trading at 1,439.00 which is 4.6% below 1,749.5 1,749.5 its 50 day moving average price of 1,507.88 and 9.3% 1,689.1 1,689.1 below its 200 day moving average price of 1,586.74. 1,628.7 1,628.7 HL.:LN is currently 19.5% below its 52-week high price of 1,788.00 and is 6.7% above its 1,568.3 1,568.3 52-week low price of 1,348.50. Over the past 52- 1,507.8 1,507.8 weeks, HL.:LN is down 7.5% while on a calendar year-to- date basis it is down 5.6%. 1,447.4 1,447.4 The Relative Strength Index (RSI) indicator for HL.:LN is 1,387.0 1,387.0 currently 44.66. An RSI value of 70 and above is considered 1,326.5 1,326.5 overbought and 30 and below 10/20 11/20 12/20 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21 oversold. Volume (000) 32,928 32,928 24,696 24,696 16,464 16,464 8,232 8,232 Mean (1280.55) 0 0 10/20 11/20 12/20 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21 Price Price (50-Day Simple Moving Average) Price (200-Day Simple Moving Average) Copyright © 2021 FTSE Russell 1 www.ftserussell.com Hargreaves Lansdown Plc, Bristol (HL.:LN) Financials/Asset Managers and Custodians Price: 1,439.00 GBX Report Date: September 29, 2021 Price Performance, Technical Indicators & Risk Metrics Difference Price Performance % Change vs FTSE 350 Technical Indicators 1-Day % 1.16 0.21 50-Day Average Price 1507.88 1-Week % -0.03 -1.15 Price / 50-Day Average 0.95 4-Week % -5.05 -4.19 200-Day Average Price 1586.74 52-Week % -7.49 -30.44 Price / 200-Day Average 0.91 RSI - Relative Strength Index 44.66 Quarter-to-Date % -9.44 -9.92 Year-to-Date % -5.64 -16.19 Risk Metrics Last Month % -7.60 -9.52 Price Volatility 33.38 Last Quarter % 3.08 -1.59 Sharpe Ratio 0.05 Last Calendar Year % -21.19 -8.20 Sortino Ratio 0.10 5-Year Price Performance vs. FTSE 350 Hargreaves Lansdown Plc, Bristol Current: 1.14 CAGR: 2.6% Over the past five years, FTSE 350 Index Current: 1.20 CAGR: 3.8% Hargreaves Lansdown Plc, Bristol's stock price is up 2.0 2.0 13.8% which is 6.4% below the FTSE 350 Index performance of 20.2% over the 1.9 1.9 same period. Hargreaves Lansdown Plc, Bristol's 1.8 1.8 cumulative annualized growth rate (CAGR) over the five year period has been 2.6% while 1.7 1.7 that of the FTSE 350 Index has been 3.8%. 1.6 1.6 Over the past year, Hargreaves Lansdown Plc, 1.5 1.5 Bristol's stock price performance of -7.5% has underperformed that of the 1.4 1.4 FTSE 350 Index by 30.4%. On a year-to-date basis, 1.3 1.3 Hargreaves Lansdown Plc, Bristol's stock price performance of -5.6% has ^NMX:LN 1.2 1.2 underperformed the FTSE HL.:LN 350 Index by 16.2%. 1.1 1.1 Over the past week, Hargreaves Lansdown Plc, 1.0 1.0 Bristol's stock price performance of 0.0% has underperformed that of the 0.9 0.9 FTSE 350 Index by 1.2%. 0.8 0.8 2017 2018 2019 2020 2021 2022 Copyright © 2021 FTSE Russell 2 www.ftserussell.com Hargreaves Lansdown Plc, Bristol (HL.:LN) Financials/Asset Managers and Custodians Price: 1,439.00 GBX Report Date: September 29, 2021 Growth and Profitability Metrics 5-Year 10-Year Historical Growth 3-Year 5-Year 10-Year Profitability Current Average Average Revenues % 12.6 6.9 13.2 Gross Margin % Revenues Per Share % 12.6 6.8 13.1 EBITDA Margin % 63.8 65.6 62.4 EBITDA % 9.6 11.7 14.9 Pre-Tax Margin % 68.7 65.5 62.2 EPS Diluted % 13.9 14.8 17.5 Net Margin % 56.9 52.9 45.4 Free Cash Flow % 5.4 8.9 14.9 Return on Equity % 64.7 69.7 69.4 Cash from Operations % 5.5 9.1 14.0 Return on Capital % 64.8 69.7 69.1 Book Value % 22.1 18.8 23.8 Return on Assets % 29.9 28.8 29.2 Revenue (M) Hargreaves Lansdown Plc, Bristol's cumulative annualized Current: 550.90 Median: 464.05 High: 550.90 Low: 385.70 CAGR: 12.6% revenue growth rate over the 583.9 583.9 550.9 charted period is 12.6%. This compares to cumulatative 515.1 515.1 480.5 annualized growth of 12.6% over the past 3 years. 447.6 446.3 446.3 385.7 377.4 377.4 2016 2017 2018 2019 2020 2021 Hargreaves Lansdown Plc, EPS Diluted Bristol's cumulative annualized Current: 0.66 Median: 0.51 High: 0.66 Low: 0.45 CAGR: 13.6% EPS growth rate over the 0.70 0.70 charted period is 13.6%. This 0.66 compares to cumulatative 0.61 0.61 annualized growth of 13.9% over the past 3 years. 0.52 0.53 0.50 0.53 0.45 0.44 0.44 2016 2017 2018 2019 2020 2021 Net Profit Margin % Hargreaves Lansdown Plc, Bristol's net profit margin of Current: 56.88 Median: 52.97 High: 56.88 Low: 50.20 CAGR: 3.6% 56.9% is 3.6% above the 57.2 57.2 period's mean net margin of 53.3%. During the charted 54.8 54.8 period, the observed net profit Mean (53.26) margin high and low were 52.3 52.3 56.9% and 50.2% respectively. 49.9 49.9 2016 2017 2018 2019 2020 2021 Hargreaves Lansdown Plc, Return on Equity % Bristol's return on equity of Current: 64.70 Median: 67.00 High: 80.00 Low: 59.10 CAGR: -5.2% 64.7% is 4.6% below the 81.0 81.0 period's mean return on equity of 69.3%. During the charted 73.4 73.4 period, the observed ROE Mean (69.32) high and low were 80.0% and 59.1% respectively. 65.7 65.7 58.1 58.1 2016 2017 2018 2019 2020 2021 Copyright © 2021 FTSE Russell 3 www.ftserussell.com Hargreaves Lansdown Plc, Bristol (HL.:LN) Financials/Asset Managers and Custodians Price: 1,439.00 GBX Report Date: September 29, 2021 Valuation Metrics 5-Year 10-Year 5-Year 10-Year Current Median Median Current Median Median Price / EPS TTM 21.8 32.1 33.5 Earnings Yield % 4.60 3.00 2.90 Price / Sales 12.4 16.7 15.4 Free Cash Flow Yield % 3.79 3.08 3.10 Price / Operating Cash Flow 20.9 31.1 32.6 Dividend Yield % 3.86 2.46 2.60 Price / Book Value 12.2 21.2 22.8 Enterprise Value / EBITDA 18.7 24.9 24.5 Price / EPS TTM Hargreaves Lansdown Plc, Bristol is trading at 21.84 times Current: 21.84 Median: 31.99 High: 47.06 Low: 20.46 CAGR: -7.6% its EPS generated during the 48.4 48.4 latest fiscal year. This multiple is below the historically 38.6 38.6 observed median of 31.99, while high and low Median (31.99) observations have been 47.06 28.9 28.9 and 20.46. 19.1 19.1 2016 2017 2018 2019 2020 2021 Price / Sales Hargreaves Lansdown Plc, Bristol is trading at a Price to Current: 12.42 Median: 16.73 High: 24.35 Low: 11.39 CAGR: -4.3% Sales ratio of 12.42 based on 25.00 25.00 sales generated during the latest fiscal year. This ratio is 20.25 20.25 below the historically observed median ratio of 16.73, while Median (16.73) high and low observations 15.49 15.49 have been 24.35 and 11.39. 10.74 10.74 2016 2017 2018 2019 2020 2021 Hargreaves Lansdown Plc, Price / Book Value Bristol is trading at a Price to Current: 12.21 Median: 21.20 High: 31.30 Low: 11.48 CAGR: -12.4% Book ratio of 12.21 based on 32.3 32.3 book value at the latest fiscal year end.
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