Blog Post Archive

FTSE 250 Valuation review: Dec 2024

At 22,021, the FTSE 250 was essentially flat compared to today.

FTSE 100 CAPE Valuation in Dec 2024

On 1 December 2024, the FTSE 100 closed at 8,313 — nearly 15% below today’s level.

S&P 500 CAPE Valuation at 6,845

The S&P 500, at 6,845, trades at a CAPE ratio of ~30x — well above its historical average of ~17x.

FTSE 250 CAPE Valuation at 22,064

The FTSE 250, at 22,064, reflects mid‑cap strength.

FTSE 100 CAPE Valuation at 9,748

The FTSE 100 has surged to 9,748, a level that reflects both global optimism and domestic resilience.

Long‑Term Growth Potential: The Engine of Compounding

Long‑term growth potential ensures that profitability and dividends can compound over decades.

Consistent Dividend Growth: The Signal of Quality

For quality investors, consistent dividend growth is a hallmark of enduring value creation.

Strong Balance Sheets: The Foundation of Resilience

Profitability alone does not make a company high quality. The strength of its balance sheet — the financial foundation — is equally critical.

Durable Competitive Advantages: The Moat That Protects Value

In quality investing, few concepts are as central as the idea of a durable competitive advantage — often described as a “moat.”

Rolls‑Royce: Good enough for a quality investor?

For quality investors, Rolls‑Royce is a turnaround story with renewed momentum.

Shell: A Quality Investor’s View

As an integrated energy major, Shell combines upstream oil and gas with downstream refining and growing renewables.

HSBC Holdings: A Quality Investor’s View

HSBC is one of the world’s largest banks, with a market cap above $210 billion and a footprint spanning Asia, Europe, and the Americas.

AstraZeneca: A Quality Investor’s View

AstraZeneca has cemented its place as the UK’s largest listed company, with a market cap above $220 billion.

Unilever: Steady Growth for Quality Investors

Unilever has long been a favourite with quality investors. Let's find out why.

Measuring Profitability: A Quality Investor’s Guide

Quality companies are highly profitable companies, so understanding how to measure profitability is essential.