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St. James's Place PLC (STJ.L)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap
£6.29B
Enterprise Value
£702.42M
EPS (TTM)
£1.73
PE Ratio
6.81
PEG Ratio
0.32
Total Revenue (TTM)
£56.09B
Gross Profit (TTM)
£28.16B
EBITDA (TTM)
£2.41B
Year Range
£7.41 - £15.76
ROA (TTM)
0.41%
ROE (TTM)
62.86%

Share Price Chart


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St. James's Place PLC

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in St. James's Place PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

STJ.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.

Returns By Period

St. James's Place PLC (STJ.L) has returned -14.20% so far this year and 23.96% over the past 12 months. Over the last ten years, STJ.L has returned 6.98% per year, falling short of the S&P 500 Index benchmark, which averaged 12.98% annually.


St. James's Place PLC

1D
1.20%
1M
-12.00%
YTD
-14.20%
6M
-6.46%
1Y
23.96%
3Y*
2.60%
5Y*
1.92%
10Y*
6.98%

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.22%
YTD
-2.82%
6M
-0.72%
1Y
13.66%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 28, 1990, STJ.L's average daily return is +0.06%, while the average monthly return is +1.32%. At this rate, your investment would double in approximately 4.4 years.

Historically, 56% of months were positive and 44% were negative. The best month was Mar 1998 with a return of +36.9%, while the worst month was Jun 2002 at -28.7%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 8 months.

On a daily basis, STJ.L closed higher 44% of trading days. The best single day was Jan 24, 2008 with a return of +27.1%, while the worst single day was Oct 26, 1993 at -27.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.79%-11.18%-12.00%-14.20%
202521.43%0.38%-7.66%-2.43%18.66%6.24%10.52%-2.59%0.08%2.17%7.36%-0.61%62.61%
2024-4.30%-23.11%-7.65%-4.50%14.69%9.39%25.34%6.68%1.31%10.76%10.95%-3.77%30.42%
202311.64%4.83%-5.50%-0.37%-4.59%-2.47%-13.56%-4.13%-5.94%-23.14%1.41%5.40%-34.36%
2022-9.83%-7.54%3.21%-7.55%-0.31%-14.80%11.34%-8.59%-6.41%2.80%7.93%-4.74%-31.98%
20213.53%0.04%9.49%9.98%2.64%5.69%7.45%2.18%-6.40%4.81%-1.96%8.72%55.33%

Benchmark Metrics

St. James's Place PLC has an annualized alpha of 8.48%, beta of 0.47, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since August 29, 1990.

  • This stock participated in 77.42% of S&P 500 Index downside but only 70.26% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.47 may look defensive, but with R² of 0.06 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
8.48%
Beta
0.47
0.06
Upside Capture
70.26%
Downside Capture
77.42%

Return for Risk

Risk / Return Rank

STJ.L ranks 63 for risk / return — better than 63% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


STJ.L Risk / Return Rank: 6363
Overall Rank
STJ.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
STJ.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
STJ.L Omega Ratio Rank: 5959
Omega Ratio Rank
STJ.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
STJ.L Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for St. James's Place PLC (STJ.L) and compare them to a chosen benchmark (S&P 500 Index).


STJ.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.73

-0.07

Sortino ratio

Return per unit of downside risk

1.15

1.14

+0.01

Omega ratio

Gain probability vs. loss probability

1.16

1.18

-0.02

Calmar ratio

Return relative to maximum drawdown

1.04

1.24

-0.19

Martin ratio

Return relative to average drawdown

3.19

4.87

-1.68

Explore STJ.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

St. James's Place PLC provided a 2.55% dividend yield over the last twelve months, with an annual payout of £0.30 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%8.00%£0.00£0.10£0.20£0.30£0.40£0.50£0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend£0.30£0.18£0.14£0.53£0.56£0.61£0.51£0.48£0.46£0.36£0.30£0.25

Dividend yield

2.55%1.30%1.61%7.76%5.11%3.64%4.52%4.14%4.87%2.94%2.92%2.49%

Monthly Dividends

The table displays the monthly dividend distributions for St. James's Place PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026£0.00£0.00£0.12£0.12
2025£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.18
2024£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.06£0.00£0.00£0.00£0.00£0.14
2023£0.00£0.00£0.00£0.00£0.37£0.00£0.00£0.16£0.00£0.00£0.00£0.00£0.53
2022£0.00£0.00£0.00£0.40£0.00£0.00£0.00£0.16£0.00£0.00£0.00£0.00£0.56
2021£0.00£0.00£0.11£0.38£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.61

Dividend Yield & Payout


Dividend Yield

St. James's Place PLC has a dividend yield of 2.55%, which is quite average when compared to the overall market.

Payout Ratio

St. James's Place PLC has a payout ratio of 18.60%, which is below the market average. This means St. James's Place PLC returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the St. James's Place PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the St. James's Place PLC was 83.86%, occurring on Mar 12, 2003. Recovery took 985 trading sessions.

The current St. James's Place PLC drawdown is 23.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.86%Feb 9, 2001544Mar 12, 2003985Jan 2, 20071529
-74.47%Jan 5, 2022574Apr 16, 2024443Jan 15, 20261017
-68.12%Feb 23, 2007424Oct 27, 20081056Jan 2, 20131480
-51.48%May 26, 1998450Feb 14, 2000186Oct 31, 2000636
-50.72%Feb 2, 1994675Sep 3, 1996350Jan 6, 19981025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of St. James's Place PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how St. James's Place PLC is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for STJ.L, comparing it with other companies in the Asset Management industry. Currently, STJ.L has a P/E ratio of 6.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for STJ.L compared to other companies in the Asset Management industry. STJ.L currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for STJ.L relative to other companies in the Asset Management industry. Currently, STJ.L has a P/S ratio of 0.1. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for STJ.L in comparison with other companies in the Asset Management industry. Currently, STJ.L has a P/B value of 4.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items