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Rathbone Brothers Plc
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Let's analyse Rathbone Brothers Plc together

PenkeI guess you are interested in Rathbone Brothers Plc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Rathbone Brothers Plc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Rathbone Brothers Plc (30 sec.)










What can you expect buying and holding a share of Rathbone Brothers Plc? (30 sec.)

How much money do you get?

How much money do you get?
$3.15
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$14.90
Expected worth in 1 year
$46.47
How sure are you?
80.0%

+ What do you gain per year?

Total Gains per Share
$34.73
Return On Investment
151.0%

For what price can you sell your share?

Current Price per Share
$23.00
Expected price per share
$23.00 - $23.00
How sure are you?
50%

1. Valuation of Rathbone Brothers Plc (5 min.)




Live pricePrice per Share (EOD)

$23.00

Intrinsic Value Per Share

$-3.38 - $30.32

Total Value Per Share

$11.52 - $45.22

2. Growth of Rathbone Brothers Plc (5 min.)




Is Rathbone Brothers Plc growing?

Current yearPrevious yearGrowGrow %
How rich?$1.3b$634.8m$715.3m53.0%

How much money is Rathbone Brothers Plc making?

Current yearPrevious yearGrowGrow %
Making money$37.5m$61.8m-$24.3m-64.8%
Net Profit Margin5.5%10.7%--

How much money comes from the company's main activities?

3. Financial Health of Rathbone Brothers Plc (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  


Richest
#188 / 763

Most Revenue
#53 / 763

Most Profit
#112 / 763

Most Efficient
#547 / 763

What can you expect buying and holding a share of Rathbone Brothers Plc? (5 min.)

Welcome investor! Rathbone Brothers Plc's management wants to use your money to grow the business. In return you get a share of Rathbone Brothers Plc.

What can you expect buying and holding a share of Rathbone Brothers Plc?

First you should know what it really means to hold a share of Rathbone Brothers Plc. And how you can make/lose money.

Speculation

The Price per Share of Rathbone Brothers Plc is $23.00. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Rathbone Brothers Plc.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Rathbone Brothers Plc, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $14.90. Based on the TTM, the Book Value Change Per Share is $7.89 per quarter. Based on the YOY, the Book Value Change Per Share is $-1.67 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.79 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Rathbone Brothers Plc.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.411.8%0.411.8%0.683.0%0.582.5%0.612.7%
Usd Book Value Change Per Share7.8934.3%7.8934.3%-1.67-7.3%1.697.3%-0.20-0.9%
Usd Dividend Per Share0.793.4%0.793.4%0.542.3%0.592.6%0.492.1%
Usd Total Gains Per Share8.6837.7%8.6837.7%-1.14-4.9%2.289.9%0.291.3%
Usd Price Per Share23.00-23.00-20.35-16.81-14.74-
Price to Earnings Ratio55.58-55.58-29.84-31.94-25.75-
Price-to-Total Gains Ratio2.65-2.65--17.90-4.08-11.37-
Price to Book Ratio1.54-1.54-2.91-1.93-2.09-
Price-to-Total Gains Ratio2.65-2.65--17.90-4.08-11.37-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share23
Number of shares43
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.790.59
Usd Book Value Change Per Share7.891.69
Usd Total Gains Per Share8.682.28
Gains per Quarter (43 shares)373.3198.04
Gains per Year (43 shares)1,493.25392.17
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
113613581483102290382
227127152976204580774
3407407344693068711166
45425431596240811611558
56786789745551014511950
68138146894861217412342
794995041044171420322734
81084108621193481623223126
91220122201342791826123518
1013551357714920102029023910

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%22.00.00.0100.0%
Book Value Change Per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%8.02.00.080.0%17.05.00.077.3%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%22.00.00.0100.0%
Total Gains per Share1.00.00.0100.0%2.01.00.066.7%4.01.00.080.0%8.02.00.080.0%18.04.00.081.8%

Fundamentals of Rathbone Brothers Plc

About Rathbone Brothers Plc

Rathbones Group Plc, together with its subsidiaries, provides individual investment and wealth management services for private clients, charities, trustees, and professional partners in the United Kingdom, Jersey, and internationally. The company operates in two segments, Investment Management and Funds. Its services include discretionary investment management, unit trust management, financial planning and advisory, managed portfolio, and banking and loan services, as well as trust, tax, and legal advisory services. The company was formerly known as Rathbone Brothers Plc and changed its name to Rathbones Group Plc in December 2021. The company was founded in 1742 and is headquartered in London, the United Kingdom.

Fundamental data was last updated by Penke on 2024-03-12 18:14:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very efficient.
The company is efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is able to pay all its debts by selling its assets.
The company is just not able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is fair priced.

1.1. Profitability of Rathbone Brothers Plc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Rathbone Brothers Plc earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • A Net Profit Margin of 5.5% means that $0.06 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Rathbone Brothers Plc:

  • The MRQ is 5.5%. The company is making a profit. +1
  • The TTM is 5.5%. The company is making a profit. +1
Trends
Current periodCompared to+/- 
MRQ5.5%TTM5.5%0.0%
TTM5.5%YOY10.7%-5.2%
TTM5.5%5Y9.7%-4.2%
5Y9.7%10Y13.2%-3.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ5.5%62.0%-56.5%
TTM5.5%63.5%-58.0%
YOY10.7%71.0%-60.3%
5Y9.7%62.9%-53.2%
10Y13.2%58.3%-45.1%
1.1.2. Return on Assets

Shows how efficient Rathbone Brothers Plc is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • 0.9% Return on Assets means that Rathbone Brothers Plc generated $0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Rathbone Brothers Plc:

  • The MRQ is 0.9%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.9%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.9%TTM0.9%0.0%
TTM0.9%YOY1.8%-0.9%
TTM0.9%5Y1.3%-0.4%
5Y1.3%10Y1.6%-0.3%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9%0.8%+0.1%
TTM0.9%0.9%0.0%
YOY1.8%1.0%+0.8%
5Y1.3%1.5%-0.2%
10Y1.6%2.1%-0.5%
1.1.3. Return on Equity

Shows how efficient Rathbone Brothers Plc is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • 2.8% Return on Equity means Rathbone Brothers Plc generated $0.03 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Rathbone Brothers Plc:

  • The MRQ is 2.8%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 2.8%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ2.8%TTM2.8%0.0%
TTM2.8%YOY9.7%-7.0%
TTM2.8%5Y7.1%-4.3%
5Y7.1%10Y9.9%-2.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.8%1.7%+1.1%
TTM2.8%2.0%+0.8%
YOY9.7%1.9%+7.8%
5Y7.1%2.6%+4.5%
10Y9.9%3.2%+6.7%

1.2. Operating Efficiency of Rathbone Brothers Plc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Rathbone Brothers Plc is operating .

  • Measures how much profit Rathbone Brothers Plc makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • An Operating Margin of 26.4% means the company generated $0.26  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Rathbone Brothers Plc:

  • The MRQ is 26.4%. The company is operating very efficient. +2
  • The TTM is 26.4%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ26.4%TTM26.4%0.0%
TTM26.4%YOY14.1%+12.4%
TTM26.4%5Y17.1%+9.3%
5Y17.1%10Y19.3%-2.2%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ26.4%80.3%-53.9%
TTM26.4%62.8%-36.4%
YOY14.1%70.7%-56.6%
5Y17.1%55.7%-38.6%
10Y19.3%50.4%-31.1%
1.2.2. Operating Ratio

Measures how efficient Rathbone Brothers Plc is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.74 means that the operating costs are $0.74 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Rathbone Brothers Plc:

  • The MRQ is 0.736. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.736. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.736TTM0.7360.000
TTM0.736YOY1.017-0.281
TTM0.7365Y0.469+0.267
5Y0.46910Y0.289+0.180
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.7360.420+0.316
TTM0.7360.445+0.291
YOY1.0170.335+0.682
5Y0.4690.430+0.039
10Y0.2890.483-0.194

1.3. Liquidity of Rathbone Brothers Plc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Rathbone Brothers Plc is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 0.00 means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Rathbone Brothers Plc:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY489.830-489.830
TTM-5Y5,932.456-5,932.456
5Y5,932.45610Y3,096.004+2,836.452
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-3.222-3.222
TTM-3.191-3.191
YOY489.8303.840+485.990
5Y5,932.4565.526+5,926.930
10Y3,096.0046.549+3,089.455
1.3.2. Quick Ratio

Measures if Rathbone Brothers Plc is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • A Quick Ratio of 97.41 means the company can pay off $97.41 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Rathbone Brothers Plc:

  • The MRQ is 97.411. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 97.411. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ97.411TTM97.4110.000
TTM97.411YOY489.830-392.419
TTM97.4115Y5,951.938-5,854.527
5Y5,951.93810Y3,122.729+2,829.209
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ97.4113.184+94.227
TTM97.4113.532+93.879
YOY489.8304.139+485.691
5Y5,951.9386.715+5,945.223
10Y3,122.7296.060+3,116.669

1.4. Solvency of Rathbone Brothers Plc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Rathbone Brothers Plc assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Rathbone Brothers Plc to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.68 means that Rathbone Brothers Plc assets are financed with 68.0% credit (debt) and the remaining percentage (100% - 68.0%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Rathbone Brothers Plc:

  • The MRQ is 0.680. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.680. The company is able to pay all its debts by selling its assets. +1
Trends
Current periodCompared to+/- 
MRQ0.680TTM0.6800.000
TTM0.680YOY0.816-0.135
TTM0.6805Y0.802-0.122
5Y0.80210Y0.743+0.059
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.6800.183+0.497
TTM0.6800.180+0.500
YOY0.8160.185+0.631
5Y0.8020.190+0.612
10Y0.7430.188+0.555
1.4.2. Debt to Equity Ratio

Measures if Rathbone Brothers Plc is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • A Debt to Equity ratio of 212.9% means that company has $2.13 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Rathbone Brothers Plc:

  • The MRQ is 2.129. The company is just not able to pay all its debts with equity.
  • The TTM is 2.129. The company is just not able to pay all its debts with equity.
Trends
Current periodCompared to+/- 
MRQ2.129TTM2.1290.000
TTM2.129YOY4.430-2.301
TTM2.1295Y4.474-2.345
5Y4.47410Y4.566-0.092
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ2.1290.210+1.919
TTM2.1290.220+1.909
YOY4.4300.227+4.203
5Y4.4740.250+4.224
10Y4.5660.260+4.306

2. Market Valuation of Rathbone Brothers Plc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Rathbone Brothers Plc generates.

  • Above 15 is considered overpriced but always compare Rathbone Brothers Plc to the Asset Management industry mean.
  • A PE ratio of 55.58 means the investor is paying $55.58 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Rathbone Brothers Plc:

  • The EOD is 55.583. Based on the earnings, the company is expensive. -2
  • The MRQ is 55.583. Based on the earnings, the company is expensive. -2
  • The TTM is 55.583. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD55.583MRQ55.5830.000
MRQ55.583TTM55.5830.000
TTM55.583YOY29.837+25.745
TTM55.5835Y31.937+23.645
5Y31.93710Y25.751+6.186
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD55.5835.619+49.964
MRQ55.5835.505+50.078
TTM55.5835.667+49.916
YOY29.8373.801+26.036
5Y31.9375.342+26.595
10Y25.7517.598+18.153
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Rathbone Brothers Plc:

  • The EOD is 35.691. Based on how much money comes from the company's main activities, the company is fair priced.
  • The MRQ is 35.691. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 35.691. Based on how much money comes from the company's main activities, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD35.691MRQ35.6910.000
MRQ35.691TTM35.6910.000
TTM35.691YOY6.591+29.100
TTM35.6915Y22.983+12.707
5Y22.98310Y14.483+8.501
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD35.6914.635+31.056
MRQ35.6914.286+31.405
TTM35.6913.311+32.380
YOY6.5912.052+4.539
5Y22.9832.207+20.776
10Y14.4832.479+12.004
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Rathbone Brothers Plc is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 1.54 means the investor is paying $1.54 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Rathbone Brothers Plc:

  • The EOD is 1.544. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.544. Based on the equity, the company is underpriced. +1
  • The TTM is 1.544. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.544MRQ1.5440.000
MRQ1.544TTM1.5440.000
TTM1.544YOY2.905-1.361
TTM1.5445Y1.928-0.384
5Y1.92810Y2.091-0.164
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.5440.927+0.617
MRQ1.5440.911+0.633
TTM1.5440.910+0.634
YOY2.9050.983+1.922
5Y1.9281.008+0.920
10Y2.0911.157+0.934
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Rathbone Brothers Plc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--7.8947.8940%-1.673+121%1.687+368%-0.199+103%
Book Value Per Share--14.89914.8990%7.005+113%8.899+67%8.770+70%
Current Ratio----0%489.830-100%5932.456-100%3096.004-100%
Debt To Asset Ratio--0.6800.6800%0.816-17%0.802-15%0.743-8%
Debt To Equity Ratio--2.1292.1290%4.430-52%4.474-52%4.566-53%
Dividend Per Share--0.7880.7880%0.536+47%0.593+33%0.489+61%
Eps--0.4140.4140%0.682-39%0.578-28%0.613-33%
Free Cash Flow Per Share--0.6440.6440%3.088-79%1.507-57%2.876-78%
Free Cash Flow To Equity Per Share---3.178-3.1780%2.296-238%0.371-956%2.321-237%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--30.317--------
Intrinsic Value_10Y_min---3.381--------
Intrinsic Value_1Y_max--2.917--------
Intrinsic Value_1Y_min--0.058--------
Intrinsic Value_3Y_max--8.858--------
Intrinsic Value_3Y_min---0.169--------
Intrinsic Value_5Y_max--14.909--------
Intrinsic Value_5Y_min---0.769--------
Market Cap2084347400.0000%2084347400.0002084347400.0000%1844194330.000+13%1523386078.000+37%1335945247.508+56%
Net Profit Margin--0.0550.0550%0.107-49%0.097-43%0.132-58%
Operating Margin--0.2640.2640%0.141+88%0.171+54%0.193+37%
Operating Ratio--0.7360.7360%1.017-28%0.469+57%0.289+155%
Pb Ratio1.5440%1.5441.5440%2.905-47%1.928-20%2.091-26%
Pe Ratio55.5830%55.58355.5830%29.837+86%31.937+74%25.751+116%
Price Per Share23.0000%23.00023.0000%20.350+13%16.810+37%14.742+56%
Price To Free Cash Flow Ratio35.6910%35.69135.6910%6.591+442%22.983+55%14.483+146%
Price To Total Gains Ratio2.6490%2.6492.6490%-17.902+776%4.083-35%11.365-77%
Quick Ratio--97.41197.4110%489.830-80%5951.938-98%3122.729-97%
Return On Assets--0.0090.0090%0.018-50%0.013-32%0.016-45%
Return On Equity--0.0280.0280%0.097-71%0.071-61%0.099-72%
Total Gains Per Share--8.6828.6820%-1.137+113%2.280+281%0.290+2898%
Usd Book Value--1350199999.0001350199999.0000%634834000.000+113%806461404.520+67%794742510.980+70%
Usd Book Value Change Per Share--7.8947.8940%-1.673+121%1.687+368%-0.199+103%
Usd Book Value Per Share--14.89914.8990%7.005+113%8.899+67%8.770+70%
Usd Dividend Per Share--0.7880.7880%0.536+47%0.593+33%0.489+61%
Usd Eps--0.4140.4140%0.682-39%0.578-28%0.613-33%
Usd Free Cash Flow--58400000.00058400000.0000%279801000.000-79%136593532.240-57%260624359.880-78%
Usd Free Cash Flow Per Share--0.6440.6440%3.088-79%1.507-57%2.876-78%
Usd Free Cash Flow To Equity Per Share---3.178-3.1780%2.296-238%0.371-956%2.321-237%
Usd Market Cap2084347400.0000%2084347400.0002084347400.0000%1844194330.000+13%1523386078.000+37%1335945247.508+56%
Usd Price Per Share23.0000%23.00023.0000%20.350+13%16.810+37%14.742+56%
Usd Profit--37500000.00037500000.0000%61808011.200-39%52366579.680-28%53080197.180-29%
Usd Revenue--677900000.000677900000.0000%575223075.000+18%540860317.960+25%433237184.660+56%
Usd Total Gains Per Share--8.6828.6820%-1.137+113%2.280+281%0.290+2898%
 EOD+0 -0MRQTTM+0 -0YOY+19 -165Y+17 -1810Y+17 -18

3.2. Fundamental Score

Let's check the fundamental score of Rathbone Brothers Plc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1555.583
Price to Book Ratio (EOD)Between0-11.544
Net Profit Margin (MRQ)Greater than00.055
Operating Margin (MRQ)Greater than00.264
Quick Ratio (MRQ)Greater than197.411
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.680
Debt to Equity Ratio (MRQ)Less than12.129
Return on Equity (MRQ)Greater than0.150.028
Return on Assets (MRQ)Greater than0.050.009
Total4/10 (40.0%)

3.3. Technical Score

Let's check the technical score of Rathbone Brothers Plc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5093.891
Ma 20Greater thanMa 5023.000
Ma 50Greater thanMa 10023.000
Ma 100Greater thanMa 20023.000
OpenGreater thanClose23.000
Total2/5 (40.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2019-12-312020-12-312021-12-312022-12-312023-12-31
Long-term Assets Other  -14,971-3,298-18,270-7,895-26,165846-25,319257,619232,300



Latest Balance Sheet

Balance Sheet of 2023-12-31. All numbers in thousands.

Summary
Total Assets4,224,400
Total Liabilities2,874,200
Total Stockholder Equity1,350,200
 As reported
Total Liabilities 2,874,200
Total Stockholder Equity+ 1,350,200
Total Assets = 4,224,400

Assets

Total Assets4,224,400
Total Current Assets-
Long-term Assets2,116,500
Total Current Assets
Cash And Cash Equivalents 1,038,300
Net Receivables 169,600
Other Current Assets -1,207,900
Total Current Assets  (as reported)0
Total Current Assets  (calculated)0
+/-0
Long-term Assets
Property Plant Equipment 80,600
Goodwill 507,800
Long-term Assets Other 232,300
Long-term Assets  (as reported)2,116,500
Long-term Assets  (calculated)820,700
+/- 1,295,800

Liabilities & Shareholders' Equity

Total Current Liabilities12,400
Long-term Liabilities2,786,900
Total Stockholder Equity1,350,200
Total Current Liabilities
Short-term Debt 12,400
Other Current Liabilities -12,400
Total Current Liabilities  (as reported)12,400
Total Current Liabilities  (calculated)0
+/- 12,400
Long-term Liabilities
Long-term Liabilities  (as reported)2,786,900
Long-term Liabilities  (calculated)0
+/- 2,786,900
Total Stockholder Equity
Common Stock5,400
Retained Earnings 1,088,100
Other Stockholders Equity 256,700
Total Stockholder Equity (as reported)1,350,200
Total Stockholder Equity (calculated)1,350,200
+/-0
Other
Cash and Short Term Investments 1,038,300
Common Stock Shares Outstanding 73,875
Liabilities and Stockholders Equity 4,224,400
Net Debt -911,100
Short Long Term Debt Total 127,200



Balance Sheet

All numbers in thousands.

 Trend2023-12-312022-12-312021-12-312020-12-312019-12-312018-12-312017-12-312016-12-312015-12-312014-12-312013-12-312012-12-312011-12-312010-12-312009-12-312008-12-312007-12-312006-12-312005-12-312004-12-312003-12-312002-12-312001-12-312000-12-311999-12-31
> Total Assets 
253,143
405,633
521,842
538,734
509,976
117,440
130,417
159,149
184,750
184,631
182,489
185,374
190,653
1,137,708
1,229,777
1,668,239
1,833,629
2,404,013
2,738,850
2,867,722
3,398,734
3,370,618
3,271,753
3,447,200
4,224,400
4,224,4003,447,2003,271,7533,370,6183,398,7342,867,7222,738,8502,404,0131,833,6291,668,2391,229,7771,137,708190,653185,374182,489184,631184,750159,149130,417117,440509,976538,734521,842405,633253,143
   > Total Current Assets 
54,278
72,846
43,983
25,856
16,728
27,039
511
27,957
32,662
32,858
23,550
25,068
28,504
156,282
257,373
782,450
642,500
1,141,383
1,449,827
1,280,031
2,028,387
1,881,703
1,549,836
1,571,375
0
01,571,3751,549,8361,881,7032,028,3871,280,0311,449,8271,141,383642,500782,450257,373156,28228,50425,06823,55032,85832,66227,95751127,03916,72825,85643,98372,84654,278
       Cash And Cash Equivalents 
54,278
72,846
43,983
25,856
16,728
27,039
511
281
275
351
315
4
4
116,003
211,005
727,178
583,156
1,075,673
1,375,382
1,198,479
1,932,997
1,802,706
1,463,294
1,478,733
1,038,300
1,038,3001,478,7331,463,2941,802,7061,932,9971,198,4791,375,3821,075,673583,156727,178211,005116,0034431535127528151127,03916,72825,85643,98372,84654,278
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
623,490
692,998
760,061
803,557
54,780
40,000
0
0
0
0
0
0000040,00054,780803,557760,061692,998623,49000000000000000
       Net Receivables 
0
0
0
0
0
0
0
27,676
32,387
32,507
23,235
25,064
28,500
40,279
46,368
55,272
59,344
65,710
74,445
81,552
95,390
78,997
86,542
92,642
169,600
169,60092,64286,54278,99795,39081,55274,44565,71059,34455,27246,36840,27928,50025,06423,23532,50732,38727,6760000000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
20,641
26,351
1,361,165
1,917,017
2,217,282
2,220,791
-1,989,125
-1,896,605
-1,545,259
-1,491,757
-1,207,900
-1,207,900-1,491,757-1,545,259-1,896,605-1,989,1252,220,7912,217,2821,917,0171,361,16526,35120,64100000000000000
   > Long-term Assets 
163,529
288,218
436,814
427,182
396,965
445,459
465,553
652,231
866,087
1,032,018
868,581
891,517
1,016,050
725,384
747,610
616,818
942,456
989,203
989,712
1,242,778
998,947
1,049,832
1,224,729
1,464,415
2,116,500
2,116,5001,464,4151,224,7291,049,832998,9471,242,778989,712989,203942,456616,818747,610725,3841,016,050891,517868,5811,032,018866,087652,231465,553445,459396,965427,182436,814288,218163,529
       Property Plant Equipment 
7,069
7,764
8,955
7,454
6,226
4,480
4,295
6,463
8,131
6,816
5,676
6,143
10,660
11,950
11,522
10,242
9,999
16,590
16,457
16,838
64,912
59,702
56,954
51,774
80,600
80,60051,77456,95459,70264,91216,83816,45716,5909,99910,24211,52211,95010,6606,1435,6766,8168,1316,4634,2954,4806,2267,4548,9557,7647,069
       Goodwill 
0
0
0
0
0
0
0
69,965
70,536
47,023
47,241
47,241
47,241
47,241
47,241
57,884
63,479
63,465
63,182
91,000
90,405
96,872
167,677
167,677
507,800
507,800167,677167,67796,87290,40591,00063,18263,46563,47957,88447,24147,24147,24147,24147,24147,02370,53669,9650000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
7,629
3,034
1,070
805,421
811,278
987,022
706,228
758,986
791,588
1,056,448
0
01,056,448791,588758,986706,228987,022811,278805,4211,0703,0347,62900000000000000
       Intangible Assets 
0
0
0
56,232
57,702
59,860
60,101
81,248
85,734
68,232
81,973
91,702
92,844
50,182
57,728
101,770
107,847
103,727
98,795
147,918
137,402
134,272
208,510
188,516
0
0188,516208,510134,272137,402147,91898,795103,727107,847101,77057,72850,18292,84491,70281,97368,23285,73481,24860,10159,86057,70256,232000
       Other Assets 
35,336
44,569
41,045
89,636
101,471
132,859
230,204
232,431
327,874
245,571
144,957
111,537
139,285
256,042
224,794
268,971
248,673
273,427
299,311
344,913
371,400
439,083
497,188
411,410
4,224,400
4,224,400411,410497,188439,083371,400344,913299,311273,427248,673268,971224,794256,042139,285111,537144,957245,571327,874232,431230,204132,859101,47189,63641,04544,56935,336
> Total Liabilities 
0
0
0
5,768
898
286
141
9,793
10,097
8,295
5,601
11,182
13,128
19,135
16,617
17,858
1,533,437
2,079,200
2,375,572
2,403,582
2,913,341
2,856,791
2,648,471
2,812,366
2,874,200
2,874,2002,812,3662,648,4712,856,7912,913,3412,403,5822,375,5722,079,2001,533,43717,85816,61719,13513,12811,1825,6018,29510,0979,7931412868985,768000
   > Total Current Liabilities 
0
0
0
0
0
0
0
9,793
10,097
8,295
5,601
11,182
13,128
19,135
16,617
17,858
16,634
17,790
2,259
2,513
4,001
785
59
3,208
12,400
12,4003,208597854,0012,5132,25917,79016,63417,85816,61719,13513,12811,1825,6018,29510,0979,7930000000
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5,154
5,762
7,065
6,040
12,400
12,4006,0407,0655,7625,15400000000000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
12,096
228
17,856
0
0
0
0
0
0
00000017,85622812,0960000000000000000
       Accounts payable 
0
0
0
0
0
0
0
9,793
10,097
8,295
5,601
11,182
13,128
19,135
16,617
17,858
16,634
17,790
2,259
2,513
4,001
785
59
3,208
0
03,208597854,0012,5132,25917,79016,63417,85816,61719,13513,12811,1825,6018,29510,0979,7930000000
   > Long-term Liabilities 
0
0
0
5,768
898
286
141
0
0
0
0
0
0
0
0
0
19,492
19,590
19,695
19,807
80,931
75,892
94,864
90,375
2,786,900
2,786,90090,37594,86475,89280,93119,80719,69519,59019,4920000000001412868985,768000
       Other Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
26,523
81,782
40,873
69,670
57,606
43,857
24,426
39,266
46,996
16,335
0
016,33546,99639,26624,42643,85757,60669,67040,87381,78226,52300000000000000
> Total Stockholder Equity
51,439
70,679
77,447
100,430
105,902
117,440
130,417
159,149
184,750
184,631
182,489
185,374
190,653
229,493
251,000
270,732
300,192
324,813
363,278
464,140
485,393
513,827
623,282
634,834
1,350,200
1,350,200634,834623,282513,827485,393464,140363,278324,813300,192270,732251,000229,493190,653185,374182,489184,631184,750159,149130,417117,440105,902100,43077,44770,67951,439
   Common Stock
0
0
0
1,969
2,033
2,043
2,063
2,114
2,134
2,143
2,165
2,169
2,178
2,298
2,315
2,395
2,407
2,535
2,566
2,760
2,818
2,874
3,100
3,170
5,400
5,4003,1703,1002,8742,8182,7602,5662,5352,4072,3952,3152,2982,1782,1692,1652,1432,1342,1142,0632,0432,0331,969000
   Retained Earnings Total Equity0000000000000000000000000
   Accumulated Other Comprehensive Income 0000000000000000000000000
   Capital Surplus 0000000000000000000000000
   Treasury Stock0000000000000000000000000
   Other Stockholders Equity 
0
0
0
57,240
63,219
69,223
70,500
78,006
81,939
63,697
65,913
63,643
63,501
91,099
96,314
119,319
123,372
165,733
170,310
229,321
240,724
240,104
331,365
334,420
256,700
256,700334,420331,365240,104240,724229,321170,310165,733123,372119,31996,31491,09963,50163,64365,91363,69781,93978,00670,50069,22363,21957,240000



Balance Sheet

All numbers in thousands.




Cash Flow

All numbers in thousands.




Income Statement

All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue677,900
Cost of Revenue-76,800
Gross Profit601,100601,100
 
Operating Income (+$)
Gross Profit601,100
Operating Expense-422,100
Operating Income179,000179,000
 
Operating Expense (+$)
Research Development-
Selling General Administrative-
Selling And Marketing Expenses-
Operating Expense422,1000
 
Net Interest Income (+$)
Interest Income-
Interest Expense-77,100
Other Finance Cost-77,100
Net Interest Income-
 
Pretax Income (+$)
Operating Income179,000
Net Interest Income-
Other Non-Operating Income Expenses-
Income Before Tax (EBT)57,600300,400
EBIT - interestExpense = 101,900
57,600
114,600
Interest Expense77,100
Earnings Before Interest and Taxes (EBIT)179,000134,700
Earnings Before Interest and Taxes (EBITDA)226,100
 
After tax Income (+$)
Income Before Tax57,600
Tax Provision--
Net Income From Continuing Ops-57,600
Net Income37,500
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses498,900
Total Other Income/Expenses Net-121,4000
 

Technical Analysis of Rathbone Brothers Plc
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Rathbone Brothers Plc. The general trend of Rathbone Brothers Plc is BEARISH with 28.6% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Rathbone Brothers Plc's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-28.6%) Bearish trend (28.6%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Rathbone Brothers Plc.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 23.00 < 23.00 < 23.00.

The bearish price targets are: 23.00 > 23.00 > 23.00.

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Rathbone Brothers Plc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Rathbone Brothers Plc. The current mas is .

The long score for the Moving Averages is 5/14.
The longshort score for the Moving Averages is -4/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Rathbone Brothers Plc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Rathbone Brothers Plc. The current macd is 0.000021.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Rathbone Brothers Plc price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Rathbone Brothers Plc. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Rathbone Brothers Plc price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Rathbone Brothers Plc Daily Moving Average Convergence/Divergence (MACD) ChartRathbone Brothers Plc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Rathbone Brothers Plc. The current adx is 87.78.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Rathbone Brothers Plc shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Rathbone Brothers Plc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Rathbone Brothers Plc. The current sar is 23.00.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Rathbone Brothers Plc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Rathbone Brothers Plc. The current rsi is 93.89. The current phase is Overbought in bear market.

The long score for the Relative Strength Index (RSI) is 0/13.
The longshort score for the Relative Strength Index (RSI) is -1/(-13 +13).

  • Overbought in bear market: Short-term excessive buying, potential for relief decline. Consider shorting, be cautious of potential pullback. -1
Rathbone Brothers Plc Daily Relative Strength Index (RSI) ChartRathbone Brothers Plc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Rathbone Brothers Plc. The current phase is Oversold in bear market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Rathbone Brothers Plc price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Rathbone Brothers Plc Daily Stochastic Oscillator ChartRathbone Brothers Plc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Rathbone Brothers Plc. The current cci is 0.

Rathbone Brothers Plc Daily Commodity Channel Index (CCI) ChartRathbone Brothers Plc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Rathbone Brothers Plc. The current cmo is 0.

Rathbone Brothers Plc Daily Chande Momentum Oscillator (CMO) ChartRathbone Brothers Plc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Rathbone Brothers Plc. The current willr is 0.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Rathbone Brothers Plc Daily Williams %R ChartRathbone Brothers Plc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Rathbone Brothers Plc.

Rathbone Brothers Plc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Rathbone Brothers Plc. The current atr is 0.00000.

Rathbone Brothers Plc Daily Average True Range (ATR) ChartRathbone Brothers Plc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Rathbone Brothers Plc. The current obv is 150.00.

Rathbone Brothers Plc Daily On-Balance Volume (OBV) ChartRathbone Brothers Plc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Rathbone Brothers Plc. The current mfi is 0.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
Rathbone Brothers Plc Daily Money Flow Index (MFI) ChartRathbone Brothers Plc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Rathbone Brothers Plc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal

6.3. Candlestick Patterns

Rathbone Brothers Plc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Rathbone Brothers Plc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5093.891
Ma 20Greater thanMa 5023.000
Ma 50Greater thanMa 10023.000
Ma 100Greater thanMa 20023.000
OpenGreater thanClose23.000
Total2/5 (40.0%)
Penke

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