European Speciality & Other Finance Weekly Valuation Snapshot COB 15.05.2026

研报英文原文证据摘录

European Speciality & Other Finance Weekly Valuation Snapshot COB 15.05.2026

Share Price Performance EPS EPS CAGR P/E

Market Cap Last Price JPM Rating Target Price Upside 3M YTD FY 26E FY 27E FY 28E 26-28E FY 26E FY 27E FY 28E

(mn)

Aberdeen Group PLC £ 4,329 235p OW 240p 2% 9% 14% 15.5p 15.9p 17.6p 7% 15.2x 14.8x 13.4x

Amundi* € 17,327 € 84.4 NR - - 8% 19% € 7.1 € 7.6 € 7.8 5% 11.9x 11.1x 10.9x

Ashmore Group* £ 1,532 215p NR - - -12% 22% 8.9p 8.7p 9.3p 3% 24.3x 24.7x 23.1x

DWS Group* € 11,770 € 58.9 NR - - -1% 4% € 5.0 € 5.3 € 5.8 8% 11.9x 11.1x 10.1x

Man Group* £ 3,209 278p NR - - 0% 22% $0.4 $0.4 $0.5 16% 10.1x 8.5x 7.5x

Ninety One* £ 2,154 218p NR - - -12% 1% 18.3p 19.3p - 11.9x 11.3x -

Weighted Average 7% £ 13 11.9x 10.5x

Median 7% 11.9x 11.2x 10.9x

Antin* € 1,790 € 10.0 NR - - -1% -12% € 0.6 € 0.8 € 1.3 42% 16.0x 13.0x 7.9x

Bridgepoint* £ 2,257 257p NR - - -5% -9% € 0.2 € 0.3 € 0.3 15% 10.5x 8.9x 7.9x

CVC* € 13,539 € 12.9 NR - - 0% -10% € 0.8 € 0.9 € 1.4 32% 15.6x 13.7x 9.0x

EQT* € 33,749 SEK 300 NR - - -2% -18% € 1.2 € 1.8 € 2.1 32% 23.2x 15.5x 13.3x

ICG* £ 5,136 1804p NR - - 3% -12% 173.1p 188.7p 188.7p 4% 10.4x 9.6x 9.6x

Partners Group* CHF 23,496 CHF 880 NR - - -8% -10% CHF 49 CHF 58 CHF 66 16% 18.0x 15.1x 13.4x

Weighted Average 25% 19.0x 14.4x 12.1x

Median 24% 16.0x 13.7x 9.6x

Share Price Performance EPS CAGR P/E

Avanza Bank SEK 51,042 SEK 323 N SEK 329 2% -3% -8% SEK 18.2 SEK 18.8 SEK 20.1 5% 17.8x 17.2x 16.1x

FinecoBank € 12,550 € 20.5 OW € 27.0 32% 3% -8% € 1.1 € 1.3 € 1.4 12% 18.0x 16.2x 14.3x

Banca Mediolanum € 14,172 € 19.0 OW € 22.0 16% 5% -2% € 1.5 € 1.6 € 1.7 9% 13.0x 12.1x 11.0x

Nordnet SEK 74,602 SEK 300 N SEK 308 3% 2% 11% SEK 14.1 SEK 16.1 SEK 18.0 13% 21.2x 18.7x 16.6x