Jupiter Fund Management (LSE:JUP) Pretax Margin %: 35.43% (As of Dec. 2025) — 22% Above Median


LSE:JUP Jupiter Fund Management PLC LSE:JUP
59 GF Score
Price £1.64
GF Value £0.90
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Jupiter Fund Management Pretax Margin %?

Jupiter Fund Management LSE:JUP +0.99% 59 Pretax Margin % is 35.43% as of Dec. 2025, which is 22% above its 10-year median of 29.03. GuruFocus rates LSE:JUP with a GF Score™ of 59/100 and a GF Value™ of £0.90 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 1,569 Asset Management companies, Jupiter Fund Management ranks worse than 71.77% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Jupiter Fund Management's Pre-Tax Income for the six months ended in Dec. 2025 was £104.4 Mil. Jupiter Fund Management's Revenue for the six months ended in Dec. 2025 was £294.7 Mil. Therefore, Jupiter Fund Management's pretax margin for the quarter that ended in Dec. 2025 was 35.43%.

The historical rank and industry rank for Jupiter Fund Management's Pretax Margin % or its related term are showing as below:

LSE:JUP' s Pretax Margin % Range Over the Past 10 Years
Min: 2.32   Med: 29.03   Max: 42.66
Current: 28.32


LSE:JUP's Pretax Margin % is ranked worse than
71.77% of 1569 companies
in the Asset Management industry
Industry Median: 89.52 vs LSE:JUP: 28.32

Jupiter Fund Management  (LSE:JUP) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Jupiter Fund Management Pretax Margin % Related Terms


Jupiter Fund Management Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Jupiter Fund Management's Pretax Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jupiter Fund Management Pretax Margin % Chart

Jupiter Fund Management Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 29.73 13.08 2.32 21.94 28.32

Jupiter Fund Management Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -12.37 20.09 23.63 16.08 35.43

LSE:JUP vs BLK, BX, KKR: Pretax Margin % Comparison

For the Asset Management subindustry, Jupiter Fund Management's Pretax Margin %, along with its competitors' market caps and Pretax Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jupiter Fund Management Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Jupiter Fund Management's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Jupiter Fund Management's Pretax Margin % falls into.


LSE:JUP
59GF Score
Jupiter Fund Management PLC LSE:JUP
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jupiter Fund Management Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Jupiter Fund Management's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=131.9/465.7
=28.32 %

Jupiter Fund Management's Pretax Margin for the quarter that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (Q: Dec. 2025 )/Revenue (Q: Dec. 2025 )
=104.4/294.7
=35.43 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 35.43% mean?
Jupiter Fund Management (LSE:JUP) has a Pretax Margin % of 35.43% as of Dec. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Jupiter Fund Management and its competitors. This is 22% above median its historical median of 29.03. Over the past decade, Jupiter Fund Management's Pretax Margin % has ranged from 2.32 to 42.66. According to the industry distribution chart, Jupiter Fund Management ranks #1126 out of 1569 companies in the Asset Management industry, placing it in the top 71.8%.
Is Jupiter Fund Management's Pretax Margin % too high?
Jupiter Fund Management's current Pretax Margin % of 35.43% is 22% above median its 10-year median of 29.03. Over the past 10 years, this metric has ranged from a low of 2.32 to a high of 42.66. The Asset Management industry median Pretax Margin % is 89.52. Jupiter Fund Management's value of 35.43% is 60.4% below this industry median. Based on the distribution chart, Jupiter Fund Management ranks #1126 out of 1569 companies in the Asset Management industry, which is below the industry midpoint. Overall, Jupiter Fund Management has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jupiter Fund Management's Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Jupiter Fund Management ranks #1126 out of 1569 companies for Pretax Margin %. This places Jupiter Fund Management in the lower half of its industry. The industry median Pretax Margin % is 89.52. Jupiter Fund Management's value of 35.43% is 60.4% below this benchmark. Historically, Jupiter Fund Management's own Pretax Margin % has ranged from 2.32 to 42.66 over the past decade. While the company's 10-year median is 29.03 vs. the industry median of 89.52, Jupiter Fund Management has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.52, based on 1,569 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jupiter Fund Management's current Pretax Margin % of 35.43% is 60.4% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Jupiter Fund Management and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jupiter Fund Management's current Pretax Margin % is 35.43%, which is 22% above median its own 10-year median of 29.03. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Fund Management stock overvalued right now?
Based on GuruFocus' analysis, Jupiter Fund Management (LSE:JUP) is currently considered Significantly Overvalued. The stock's GF Value™ is £0.90, compared to a current price of £1.64 — trading 81.8% above its estimated fair value. The current Pretax Margin % is 35.43%, which is 22% above median its 10-year median of 29.03 and 60.4% below the Asset Management industry median of 89.52. Jupiter Fund Management's overall GF Score™ is 59/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Jupiter Fund Management (LSE:JUP), the current Pretax Margin % is 35.43% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jupiter Fund Management (LSE:JUP) Overvalued in 2026?

Based on GuruFocus' analysis, Jupiter Fund Management stock appears to be overvalued. The current stock price of £1.64 is trading 81.8% above its estimated GF Value™ of £0.90. GuruFocus considers Jupiter Fund Management to be Significantly Overvalued.

Key valuation signals for LSE:JUP:

  • Pretax Margin %: 35.43% (22% above median its 10-year median of 29.03)
  • GF Value™: £0.90 vs. price of £1.64 (81.8% above fair value)
  • GF Score™: 59/100 with 6 warning signs
  • Industry Position: 60.4% below the Asset Management median (#1126 of 1569)

No single metric tells the full story. See the LSE:JUP stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jupiter Fund Management Business Description

Other Exchanges JUPl:UK4JF:Germany
Address 70 Victoria Street, The Zig Zag Building, London, GBR, SW1E 6SQ
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. The company also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. It has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. It measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
59GF Score

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Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£1.64
Price
£0.90
GF Value