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← CockpitCompetitor Analysis › POLN.L Pollen Street Group LimitedOpen in the cockpit ↗

Pollen Street Group LimitedPOLN.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Financials›Investment Managers
Momentum strong 71
Mkt cap
$741M
US dollars, full cap
Free float
53%
of shares outstanding
$/day
$1.55M
20-day average traded
Fwd P/E
11.4×
forward earnings
ROIC−WACC
n/a
WACC 6.5%
Hurdle
n/a
no reverse DCF
Next earnings
145 days
31 Mar 2027
Close · GBP£933.00
1D-1.0%
1W+2.0%
1M+7.9%
3M+11.1%
6M+11.1%
YTD-1.0%
1Y+3.7%
ATR %2.9%
52w lowhigh4.0% off high

What Pollen Street does

Employees: 99

Pollen Street at a glance

Size Pollen Street (POLN.L) is a United Kingdom Financials company (Investment Managers) with a market value of $741M, the 253rd largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £933.00 on 6 Nov 2026.

Performance Over six months the shares gained 11.1%, against -8.7% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue fell 5.1% over the last twelve months (peer median +10.3%); the operating margin is 67.9% (peer median 37.2%).

Valuation It trades at 11.4× forward earnings against a peer median of 7.9× (5th most expensive of 17).

Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026POLN.L 112Peer median 91
Six months, rebased to 100: Pollen Street against the median of its 20 peers (local-currency closes).

Pollen Street financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£101M£105M£99.4M£57.7M£52.0M
Revenue growth—+6%+72%+11%—
Gross profit£98.2M£102M£97.1M£56.3M£51.5M
EBITDA£71.9M£81.3M£75.3M£59.7M£45.4M
Net income£48.5M£56.6M£49.6M£40.4M£26.4M
Free cash flow£37.3M£45.2M£157M£128M£68.5M
Capital expenditure£594,000£565,000£156,000£137,000£269,000
Total debtn/a£204M£193M£211M£269M

Quarterly statements and history in the cockpit →

Pollen Street competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%-10%0%+10%MUX8595ORESLFGAD-UNCVGKBDCAGF-BHANMAF3887VRTSCNICODINGIABXPOLRRPLEVLIGDGPOLN.L6-month return →1-month return →
Up and to the right = strong over both horizons. Pollen Street is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%10×20×MUX8595LFGAD-UNKBDCAGF-BMAFVRTSCNICODIABXPOLRRPLEVLIGDGPOLN.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Pollen Street is the large dot.

Pollen Street competitors and peer comparison

How Pollen Street compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Pollen Street against its 20 peers (data as of 6 Nov 2026)
MeasurePOLN.LPeer medianRank in peer set
1-month return+7.9%-1.3%4th highest of 21
6-month return+11.1%-8.7%3rd highest of 21
Distance from 52-week high-4.0%-26.1%2nd highest of 21
Revenue growth (TTM)-5.1%+10.3%5th lowest of 21
Operating margin67.9%37.2%7th highest of 21
Forward P/E11.4×7.9×5th most expensive of 17

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Pollen Street POLN.LUnited Kingdom$741M+11%-5%68%11.4×n/an/a
Mutares SE & Co. KGaA MUX.DEGermany$769M+2%+17%-10%2.3×n/an/a
JAFCO 8595.TJapan$713M-1%-38%27%18.1×n/an/a
Investment AB Oresund ORES.STSweden$712M+8%-8%741%n/an/an/a
Liberty Financial LFG.AXAustralia$705M+3%-3%70%6.4×n/an/a
Alaris Equity Partners Income Trust Trust Units Reg S 3c7 AD-UN.TOCanada$780M-5%+4%62%10.9×n/an/a
Clairvest CVG.TOCanada$808M+15%-94%1,366%n/an/an/a
Kayne Anderson BDC KBDCUnited States$820M-17%-3%70%7.9×n/an/a
AGF Management AGF-B.TOCanada$662M-13%+12%31%6.9×n/an/a
Hansa Investment HAN.LUnited Kingdom$830M+12%+27%418%n/an/an/a
MA Financial MAF.AXAustralia$661M-23%+42%33%10.7×n/an/a
HashKey 3887.HKHong Kong$660M-56%+34%-130%n/an/an/a
Virtus Investment Partners VRTSUnited States$843M-12%-5%15%6.0×n/an/a
Centuria Capital CNI.AXAustralia$848M-25%+3%56%9.4×n/an/a
Compass Diversified CODIUnited States$851M-9%+8%5%18.5×n/an/a
Navigator Global Investments NGI.AXAustralia$858M-21%+2%11%7.8×n/an/a
Abacus Global Management ABXUnited States$859M-3%+64%33%7.8×n/an/a
Polar Capital POLR.LUnited Kingdom$872M-8%+19%29%7.1×n/an/a
Regal Partners RPL.AXAustralia$626M-15%+97%56%7.2×n/an/a
Evli EVLI.HEFinland$614M-7%+13%41%14.6×n/an/a
Generation Development GDG.AXAustralia$897M-23%+66%104%27.4×n/an/a

Questions

Which companies are Pollen Street's closest peers?
The cockpit's peer set: Mutares SE & Co. KGaA (MUX.DE), JAFCO (8595.T), Investment AB Oresund (ORES.ST), Liberty Financial (LFG.AX), Alaris Equity Partners Income Trust Trust Units Reg S 3c7 (AD-UN.TO), Clairvest (CVG.TO), Kayne Anderson BDC (KBDC), AGF Management (AGF-B.TO).
Is Pollen Street expensive compared with its peers?
On forward p/e it trades at 11.4× against a peer median of 7.9×, 5th most expensive of 17 in its peer set.
How has Pollen Street stock performed?
Over six months to 6 Nov 2026 the shares returned +11.1% against -8.7% for the median peer; over one year +3.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.