Full history for every metric is available with a Kvantra account
Pzena Investment Management, Inc. (PZN)
Key financial summary
Financials in USD| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 108 | 141 | 154 | 151 | 139 | 199 | 198 |
| Operating profit | $m | 106 | 60 | |||||
| Net profit | $m | 16 | 7 | 14 | 8 | 9 | 106 | 74 |
| EPS reported | $ | 1.35 | 0.87 | |||||
| Operating cashflow per share | $ | 0.97 | 0.97 | |||||
| Capex per share | $ | 0.01 | 0.01 | |||||
| FCF per share | $ | 0.96 | 0.96 | |||||
| Free cash flow | $m | 76 | 77 | |||||
| Net debt | $m | -156 | -75 | |||||
| Book value equity | $m | 43 | 40 | |||||
| Book value per share | $ | 0.54 | 0.46 | |||||
| Number of shares | m | 79.14 | 86.54 | |||||
| DPS (TTM paid) | $ | 0.34 | 0.00 |
Financial summary
Financials in USD| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Value | ||||||||
| P/E TTM | x | 7.01 | - | |||||
| P/B LTM | x | 17.60 | 20.86 | |||||
| P/S LTM | x | 3.76 | 4.23 | |||||
| P/FCF LTM | x | 9.82 | 10.92 | |||||
| EV/EBITDA LTM | x | 5.97 | 9.93 | |||||
| EV/Sales LTM | x | 3.46 | 3.85 | |||||
| Earnings Yield LTM | % | 14.27% | 13.94% | |||||
| FCF Yield | % | 10.19% | 9.16% | |||||
| Quality | ||||||||
| ROE | % | 250.02% | 288.97% | |||||
| ROIC | % | 42.88% | 42.88% | |||||
| Operating margin | % | 53.21% | 53.21% | |||||
| Gross margin | % | 61.34% | 61.34% | |||||
| FCF/Sales | % | 38.30% | 38.30% | |||||
| Growth and momentum | ||||||||
| EPS Growth YoY | % | - | +303.53% | |||||
| Sales Growth YoY | % | +43.80% | +5.01% | |||||
| Net Income Growth YoY | % | +1099.9% | +316.21% | |||||
| FCF Growth | % | +48.84% | +2.66% | |||||
| Operating Profit Growth | % | +91.90% | -38.14% | |||||
| Dividend and capital structure | ||||||||
| Dividend Yield | % | 3.59% | 0.00% | |||||
| Dividend Growth | % | 0.00% | - | |||||
| Payout Ratio | % | 25.27% | 0.00% | |||||
| FCF/Debt | x | 3.70 | 1.17 | |||||
| Net Debt/EBITDA | x | -0.52 | -0.52 | |||||
| EBIT/Net interest | x | 53,033.50 | 53,033.50 | |||||
| Net debt/market cap | % | -20.81% | -8.97% | |||||
| Net debt/Equity | x | -3.66 | -1.87 | |||||
| Gross debt/equity | x | 0.48 | 1.63 | |||||
Company overview
Pzena Investment Management, Inc. operates as an employee-owned firm dedicated to investment management. The company focuses on overseeing equity mutual funds, channeling its investments primarily into publicly traded stock markets on behalf of a wide array of clients. Its diverse clientele includes private individuals (both general and high-net-worth), various institutional bodies such as investment companies, pooled investment vehicles, pension and profit-sharing plans, state and municipal government entities, charitable organizations, insurance providers, sovereign wealth funds, other investment advisors, and corporate businesses. Pzena's investment approach is rooted in comprehensive fundamental analysis, drawing upon a blend of both in-house research capabilities and external insights. Founded in 1995, the firm is headquartered in New York City, with additional offices located in Melbourne, Australia, and London, United Kingdom.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Pzena Investment Management, Inc. (PZN)
Pzena Investment Management, Inc. operates as an employee-owned firm dedicated to investment management. The company focuses on overseeing equity mutual funds, channeling its investments primarily into publicly traded stock markets on behalf of a wide array of clients. Its diverse clientele includes private individuals (both general and high-net-worth), various institutional bodies such as investment companies, pooled investment vehicles, pension and profit-sharing plans, state and municipal government entities, charitable organizations, insurance providers, sovereign wealth funds, other investment advisors, and corporate businesses. Pzena's investment approach is rooted in comprehensive fundamental analysis, drawing upon a blend of both in-house research capabilities and external insights. Founded in 1995, the firm is headquartered in New York City, with additional offices located in Melbourne, Australia, and London, United Kingdom.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free