Aberdeen Group PLC SLFPY

FinancialsInvestment Banking & Investment ServicesUnited Kingdom

Last close 12.07 USD on Nov 1, 2026, +15.7% year to date

Quant rating

Quant rating C Rank 123 of 304 in Financials

Growth C 155 of 304
Valuation B 52 of 304
Quality C 147 of 304
Revisions C 153 of 304
Momentum C 162 of 304

Wall Street consensus Hold (3.06)Average target 3.22 USD −73.3%

Historical valuation

Multiples use consensus estimates for the next twelve months. The dashed line is the 5-year average.

Key data

Market cap: 5.4B
Enterprise value: 4.0B
52-week range: 10.03 – 13.60
3-year range: 6.36 – 13.60
Dividend yield: 6.52%
Beta (5 years): 1.62
Shares outstanding: 1,841M
Next earnings: Mar 1, 2027

About the company

Aberdeen Group PLC is a wealth and investments company. It is structured around three businesses: Interactive Investors, Adviser, and Investments. The Interactive Investor offers a direct-to-consumer investment platform, which enables over 500,000 customers to plan, save and invest in the way that works for them. The Adviser provides financial planning solutions and technology for UK financial advisers. The Investments business provides specialist asset managers leveraging scale and expertise across public and private markets to capitalize on the themes shaping global markets. It operates a number of defined benefit pension plans, the largest of which is its principal UK plan, the Aberdeen Group Pension Scheme, which is closed to future accrual. It also operates two other UK defined benefit plans, which are closed to future accrual; the abrdn ROI plan, which has two employees accruing future benefits, and a number of smaller funded and unfunded defined benefit plans in other countries.

Growth and profitability fiscal year ends December 31

Growth and profitability by fiscal year
	2025	2024	2023	2022	2021	5Y avg
Revenue (mil)	1,807	1,714	1,876	1,861	2,280	–
Revenue growth	5.4%	−8.6%	0.8%	−18.4%	−4.8%	−5.5%
EPS (basic, normalized)	0.21	0.19	0.18	0.13	0.18	–
EPS growth	9.2%	8.9%	39.7%	−30.8%	–	–
Gross margin	94.9%	95.3%	94.8%	94.7%	91.6%	94.3%
Net margin	29.8%	18.1%	0.8%	−35.8%	59.0%	14.4%
ROE	5.9%	5.6%	5.1%	3.2%	4.1%	4.8%

Balance sheet, last quarter
Cash & short-term investments (mil)	–
Current ratio	–
Long-term debt (mil)	–
Net debt (mil)	–
Total equity (mil)	–
Net debt / equity	–

Estimates and valuation

Consensus estimates and implied multiples
	Sales (mil)			Book value per share			EPS
Fiscal year	Mean est.	Growth	EV/Sales	Mean est.	Growth	P/B	Mean est.	Growth	P/E
2025 actual	1,807	+5.4%	2.2x	3.72	+13.1%	3.2x	0.21	+9.2%	57.6x
2026	1,737	−3.9%	2.3x	3.69	−0.9%	3.3x	0.21	−0.4%	57.8x
2027	1,772	+2.1%	2.3x	3.69	+0.1%	3.3x	0.21	−0.5%	58.1x
2028	1,840	+3.8%	2.2x	3.69	−0.1%	3.3x	0.22	+3.5%	56.1x

Estimate revisions

Change in consensus estimates over 1, 3 and 6 months
	Sales				EPS
Fiscal year	Estimate (mil)	1M	3M	6M	Estimate	1M	3M	6M
2026	1,737	−0.7%	−0.5%	+0.7%	0.21	−0.5%	+1.5%	+6.4%
2027	1,772	−0.8%	−1.1%	+0.3%	0.21	−0.7%	−0.3%	+3.7%
2028	1,840	−0.7%	−1.0%	+0.3%	0.22	0.0%	+0.2%	+3.8%

Earnings surprises

Reported results versus consensus, last 10 fiscal quarters
	FQ-9	FQ-8	FQ-7	FQ-6	FQ-5	FQ-4	FQ-3	FQ-2	FQ-1	FQ0
Sales reported (mil)	–	–	–	–	–	–	–	–	–	–
Sales mean (mil)	–	–	–	–	–	–	–	–	–	–
Surprise	–	–	–	–	–	–	–	–	–	–
EPS reported	–	–	–	–	–	–	–	–	–	–
EPS mean	–	–	–	–	–	–	–	–	–	–
Surprise	–	–	–	–	–	–	–	–	–	–

FQ0 is the most recent reported quarter, FQ-1 the one before, and so on.

Peer comparison Investment Banking & Investment Services

Peers in the same industry group, by market capitalization
Company	Market cap	Net debt/EBITDA	Net margin	P/B	FY1 P/E	FY2 P/E	FY1 EV/EBITDA	FY2 EV/EBITDA
SLFPY Aberdeen Group PLC	5.4B	–	29.8%	0.78x	57.8x	58.1x	8.5x	8.4x
ONEX Onex Corporation	5.7B	–	68.6%	0.59x	–	–	–	–
BXSL Blackstone Secured Lending Fund	5.4B	–	39.7%	0.91x	8.2x	9.1x	–	–
BGC Bgc Group Inc	5.2B	1.53x	5.1%	4.80x	7.9x	7.0x	6.8x	6.5x
STEP StepStone Group Inc.	5.2B	−2.70x	−26.8%	−6.60x	17.6x	12.6x	10.2x	8.4x
MAIN Main Street Capital Corp	5.2B	–	87.1%	1.63x	14.7x	14.3x	–	–
Mean		−0.59x	33.9%	0.35x	21.3x	20.2x	8.5x	7.7x
Median		−0.59x	34.7%	0.84x	14.7x	12.6x	8.5x	8.4x

Technical analysis

1M−8.0%
3M−8.0%
1Y+13.3%
3Y+86.3%

Financial statements in millions of USD

Income statement in millions of USD, fiscal years

Income statement, Aberdeen Group PLC, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Total revenue	1,807	1,714	1,876	1,861	2,280	2,394
Cost of revenue	91.6	81.3	96.7	99.2	192	105
Gross profit	1,715	1,633	1,780	1,761	2,088	2,289
Selling, general & administrative expenses	1,319	1,352	1,423	1,463	1,619	1,609
Research & development	–	–	–	–	–	–
Depreciation/amortization	176	150	160	151	134	271
Interest expense (income), operating	−544	−195	−134	−88.3	−36.5	–
Unusual expense (income)	168	11.3	171	709	−1,494	−614
Other operating expenses	0	0	0	0	0	103
Operating income	596	314	159	−473	1,864	920
Net interest income (expense)	–	–	−167	−271	−356	226
Gain (loss) on sale of assets	–	–	–	–	–	–
Other non-operating income (expense)	0	0	0	0	0	0
Net income before taxes	596	314	−7.6	−744	1,508	1,146
Provision for taxes	59.3	3.8	−22.9	−79.8	162	−20.5
Minority interest	1.3	0	0	−1.2	−1.4	−6.8
Equity in affiliates	–	–	–	–	–	–
U.S. GAAP adjustment	–	–	–	–	–	–
Net income before extraordinary items	538	310	15.3	−665	1,345	1,159
Extraordinary items	–	–	–	–	0	−20.5
Net income	538	310	15.3	−665	1,345	1,139
EBIT, normalized	220	130	196	148	334	306
EBITDA, normalized	396	320	400	351	593	614
Basic EPS, normalized	0.21	0.19	0.18	0.13	0.18	–

Balance sheet in millions of USD, fiscal years

Balance sheet, Aberdeen Group PLC, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Assets
Cash & short-term investments	2,418	1,670	1,539	1,398	2,621	2,129
Receivables	–	–	–	–	–	–
Total inventory	–	–	–	–	–	–
Prepaid expenses	78.1	66.3	95.5	108	135	54.7
Other current assets	–	–	–	–	–	–
Total current assets	–	–	–	–	–	–
Property, plant & equipment	146	169	207	243	253	323
Goodwill	1,188	1,136	1,161	1,131	448	116
Intangibles	626	708	848	827	505	569
Long-term investments	6,912	3,275	3,694	4,954	8,144	8,034
Note receivable	1,556	1,315	1,381	1,112	934	872
Other long-term assets	4,012	3,056	2,931	2,877	5,164	4,412
Total assets	14,440	9,660	10,223	11,144	15,447	14,327
Liabilities
Accounts payable	–	–	–	–	–	–
Payable/accrued	–	–	–	–	–	–
Accrued expenses	295	293	362	394	510	558
Short-term debt	0	0	0	3.6	83.9	276
Current portion of long-term debt	–	–	–	–	–	–
Other current liabilities	–	–	–	–	–	–
Total current liabilities	–	–	–	–	–	–
Long-term debt	959	988	1,046	1,022	1,176	1,213
Minority interest	4.0	6.3	6.4	8.5	8.1	4.1
Other liabilities	6,561	2,367	2,697	3,054	3,643	3,798
Total liabilities	7,525	3,362	3,750	4,085	4,827	5,015
Shareholders' equity
Preferred stock	–	–	–	–	–	–
Common stock	346	322	327	339	413	418
Additional paid-in capital	862	801	815	774	866	875
Retained earnings (accumulated deficit)	5,541	5,011	5,186	5,763	9,246	8,232
Treasury stock	−155	−154	−179	−180	−231	−232
Other equity	321	319	325	363	327	17.8
Total equity	6,916	6,298	6,473	7,059	10,620	9,311
Total liabilities & shareholders' equity	14,440	9,660	10,223	11,144	15,447	14,327

Cash flow statement in millions of USD, fiscal years

Cash flow statement, Aberdeen Group PLC, fiscal years, most recent first
	2025	2024	2023	2022	2021	2020
Operating activities
Net income	596	314	−7.6	−744	1,508	1,146
Depreciation, depletion & amortization	176	190	204	203	199	271
Deferred taxes	–	–	–	–	–	–
Non-cash items	104	−93.8	67.5	486	−1,665	−1,057
Changes in working capital	−300	−144	17.8	188	−23.0	−283
Cash from operations	575	266	281	133	18.9	76.6
Investing activities
Capital expenditures	−28.3	−41.3	−75.1	−32.7	−92.0	−34.2
Other investing cash flows	618	364	765	−71.4	1,113	1,421
Cash from investing	590	323	690	−104	1,021	1,386
Financing activities
Financing cash flow items	−109	−41.3	−101	38.7	−46.0	−41.0
Cash dividends paid	−354	−325	−355	−371	−417	−662
Issuance (retirement) of debt, net	–	–	–	–	–	–
Other financing cash flows	−67.4	−61.3	−449	−588	134	−752
Cash from financing	−531	−428	−905	−921	−329	−1,455
Foreign exchange effects	−5.4	−5.0	−10.2	33.9	−12.2	6.8
Net change in cash	629	156	56.0	−858	699	15.0
Free cash flow	547	225	206	100	−73.1	42.4

Disclaimer

The financial data presented in this report is delayed and obtained from sources QDD Research believes to be reliable, including stock exchanges, SEDAR, and EDGAR. However, no representation or warranty is made as to the accuracy, completeness, or timeliness of the information. QDD Research accepts no liability for any errors, omissions, or financial losses arising from the use of this data.

This report is generated using a fully systematic and quantitative approach. All factor scores and the overall quant rating (ranging from D to A+) are derived from algorithmic models and are based solely on objective financial metrics. These scores are intended for informational purposes only and should not be interpreted as investment advice or a recommendation to buy, sell, or hold any securities.

QDD Research is not a registered investment advisor or broker-dealer and does not provide personalized financial advice. The content is not tailored to the specific investment goals, financial situation, or risk profile of any individual investor. We strongly encourage readers to consult with a licensed broker or investment advisor before making any investment decisions based on the information contained in this report.

Live quote provided by TradingView. Report data updated Nov 1, 2026 after market close.