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Tatton Asset Management Plc (GB:TAM)
LSE:TAM

Tatton Asset Management Plc (TAM) AI Stock Analysis

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GB

Tatton Asset Management Plc

(LSE:TAM)

76Outperform
Tatton Asset Management Plc scores well due to its strong financial performance, characterized by high profitability and a stable balance sheet. Neutral technical indicators and a relatively high valuation slightly dampen the score. Positive corporate events, including strategic board appointments and incentive schemes, support future growth potential. Overall, the stock is a stable investment with opportunities for long-term appreciation.

Tatton Asset Management Plc (TAM) vs. S&P 500 (SPY)

Tatton Asset Management Plc Business Overview & Revenue Model

Company DescriptionTatton Asset Management plc provides fund management, compliance consultancy, and technical support services to independent financial advisors in the United Kingdom. The company operates through two segments, Tatton and Paradigm. It also offers mortgage adviser support, and mortgage and insurance product distribution services. The company was incorporated in 2017 and is based in Wilmslow, the United Kingdom.
How the Company Makes MoneyTatton Asset Management Plc generates revenue primarily through its discretionary fund management services, where it charges fees based on a percentage of the assets under management (AUM). This fee structure provides a steady income stream as the company's AUM grows. Additionally, TAM earns money through its platform services, which offer a suite of tools and resources for IFAs, generating revenue through subscription fees or service charges. The company's mortgage services division also contributes to its earnings by providing mortgage solutions and earning commissions from successful placements. Strategic partnerships with financial advisers and firms are significant contributors to TAM's growth, enabling it to expand its client base and enhance service offerings.

Tatton Asset Management Plc Financial Statement Overview

Summary
Income Statement
Balance Sheet
Cash Flow
Breakdown
Mar 2024Mar 2023Mar 2022Mar 2021Mar 2020
Income StatementTotal Revenue
36.81M32.33M29.36M23.35M21.37M
Gross Profit
36.81M32.33M29.36M23.35M21.37M
EBIT
16.46M11.63M7.51M8.71M10.30M
EBITDA
18.47M17.78M12.54M8.23M10.97M
Net Income Common Stockholders
12.99M9.24M6.11M8.36M8.36M
Balance SheetCash, Cash Equivalents and Short-Term Investments
24.94M26.62M21.86M17.10M12.76M
Total Assets
52.46M51.95M41.35M31.55M24.97M
Total Debt
659.00K268.00K539.00K743.00K651.00K
Net Debt
-24.18M-26.23M-21.17M-16.19M-12.11M
Total Liabilities
9.13M10.16M10.30M7.10M7.19M
Stockholders Equity
43.28M41.78M31.04M24.45M17.78M
Cash FlowFree Cash Flow
13.66M12.91M13.35M8.47M8.38M
Operating Cash Flow
14.02M13.23M13.64M8.82M8.95M
Investing Cash Flow
-1.55M-470.00K-3.11M-509.00K-2.57M
Financing Cash Flow
-14.12M-7.98M-5.75M-4.13M-5.82M

Tatton Asset Management Plc Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price598.00
Price Trends
50DMA
622.52
Negative
100DMA
650.39
Negative
200DMA
668.67
Negative
Market Momentum
MACD
-11.06
Negative
RSI
48.93
Neutral
STOCH
69.60
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAM, the sentiment is Neutral. The current price of 598 is above the 20-day moving average (MA) of 595.60, below the 50-day MA of 622.52, and below the 200-day MA of 668.67, indicating a neutral trend. The MACD of -11.06 indicates Negative momentum. The RSI at 48.93 is Neutral, neither overbought nor oversold. The STOCH value of 69.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:TAM.

Tatton Asset Management Plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
GBTAM
76
Outperform
£351.37M23.2535.10%2.93%20.83%14.82%
GBINV
63
Neutral
£5.42M7.3210.60%109.71%400.62%
63
Neutral
$12.32B9.527.89%79.24%12.74%-4.55%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:TAM
Tatton Asset Management Plc
598.00
42.29
7.61%
GB:INV
The Investment
59.00
-5.00
-7.81%

Tatton Asset Management Plc Corporate Events

Executive/Board ChangesBusiness Operations and StrategyFinancial Disclosures
Tatton Asset Management Reports Record Growth and Leadership Transition
Positive
Apr 15, 2025

Tatton Asset Management Plc announced a record net inflow of £3.7 billion for the fiscal year ending March 2025, contributing to a 24% increase in assets under management (AUM) to £21.8 billion. The company has made significant strides in its ‘Roadmap for Growth’ strategy, aiming for £30 billion in AUM by 2029, and has expanded its IFA firm relationships by 13.8% to 1,110. The announcement also included the retirement of Non-Executive Chairman Roger Cornick, who has been pivotal in the company’s growth since its IPO in 2017. Chris Poil is set to succeed him, ensuring a seamless transition and continued momentum.

Spark’s Take on GB:TAM Stock

According to Spark, TipRanks’ AI Analyst, GB:TAM is a Outperform.

Tatton Asset Management Plc scores well due to its strong financial performance, characterized by high profitability and a stable balance sheet. Neutral technical indicators and a relatively high valuation slightly dampen the score. Positive corporate events, including strategic board appointments and incentive schemes, support future growth potential. Overall, the stock is a stable investment with opportunities for long-term appreciation.

To see Spark’s full report on GB:TAM stock, click here.

Executive/Board Changes
Tatton Asset Management Appoints New Independent Non-Executive Director
Positive
Mar 28, 2025

Tatton Asset Management Plc has appointed Philippa (Pippa) Hamnett as an Independent Non-Executive Director. Pippa brings a wealth of experience from her previous roles in investment banking and corporate finance, which is expected to enhance the board’s expertise and contribute to the company’s strategic development.

Other
Tatton Asset Management’s CIO Exercises Share Options
Neutral
Feb 14, 2025

Tatton Asset Management Plc announced that its Chief Investment Officer, Lothar Mentel, has exercised options over 60,000 ordinary shares through the 2017 EMI scheme. This transaction, which does not affect the company’s total voting rights, increases Mentel’s interest to 1.93% of the company’s issued share capital.

Business Operations and Strategy
Tatton Asset Management Issues New EMI Scheme Awards
Positive
Feb 5, 2025

Tatton Asset Management PLC announced the issuance of new annual awards under its EMI scheme, granting nil cost options to its Directors/PDMRs. These options, which allow them to acquire Ordinary Shares, are subject to performance criteria over a three-year vesting period ending March 2027. This move aims to incentivize and reward management to drive the company towards long-term profitable growth.

Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.