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.