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S&U plc (47IE) Fair Value & Analysis

Financial Services · GB · Market cap 343M GBX

SU S&U plc 47IE · LSE
Price£0.0065
Fair Value£0.0067
Upside+3.1%
Quality55/100
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Expensive Growth
Highly profitable · 29.6% net margin
negative free cash flow
1.77% dividend yield
Ranks above peers (8/9)
Wide moat 65/100
Evidence: High Range £0.0067 – £0.0067 Share as image

Fair value as of: Aug 6, 2026

From 8 valuation models · updated 4 days ago

A solid business, currently priced close to our fair value.

What matters now

  • The price is below even our cautious bear case (£0.0067). The market is more pessimistic than our downside scenario.
  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

£0.6500 £0.0065 Fair Value £0.0067 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 6, 2026.

How to read this chart

60‑month range £0.0065 – £0.6500 · the £0.0065 price screens below the £0.0067 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 6, 2026.

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Analysis

S&U plc (47IE) currently trades at £0.0065, while our model-based Fair Value estimate is £0.0067, implying the stock looks roughly 3.1% fairly valued today. The Quality Score stands at 55/100 (solid quality), in the Financial Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, S&U plc generated revenue of £80.1M at a net margin of 29.6%. Revenue grew 43.3% year over year. It earns a return on equity of 9.7%. Net debt stands at £242M. Fundamentals as of Aug 6, 2026

For context, the median of 10 Financial Services peers we cover trades at -41% fair-value upside, at 3%, 47IE screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income £0.3900 £0.4200 £0.4700 76
Gordon GGM £0.1900 £0.3200 £0.4700 70
P/E Multiple £0.6700 £0.9000 £1.12 63
All 8 models by family
DCF Models
Owner Earnings £0.4000 £0.5500 £0.7300 31
Earnings-Based
Graham-Dodd £0.3100 £0.7800 £1.02 54
Dividend Discount
Gordon GGM £0.1900 £0.3200 £0.4700 70
DDM Multi-Stage £0.1900 £0.2700 £0.3500 61
Multiples
P/E Multiple £0.6700 £0.9000 £1.12 63
P/B Multiple £0.5700 £0.7600 £0.9500 55
Asset-Based
NCAV (Graham) £0.2400 £0.3200 £0.4700 50
Economic Profit
Residual Income £0.3900 £0.4200 £0.4700 76

Widest divergence: Earnings-Based (£0.7800) versus Dividend Discount (£0.2700). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) 80.1M GBX
Revenue growth (YoY) +43.3%
Net margin 29.6%
Return on equity 9.7%
Free cash flow −36.7M GBX FY2026
P/E ratio 0.0
More key figures
Operating margin 37.8%
EPS (TTM) £312.70
Dividend yield 1.8%
EPS growth (YoY) +45.1%
Net debt 242M GBX FY2026

Figures from reported company fundamentals · as of Aug 6, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 46 · Market factors (momentum, volatility) 36

Profitability 42
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 48
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 17
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

S&U plc, together with its subsidiaries, provides motor, property bridging, and specialist finance services in the United Kingdom. It operates through Motor Finance and Property Bridging Finance. The company was incorporated in 1938 and is based in Solihull, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

S&U plc reported revenue of £107M in FY2026 versus £87.9M in FY2022, a compound +5.1%/yr. Reported net income was £23.7M in FY2026, compounding −11.1%/yr from FY2022.

Growth Quality 42/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
£107M
Latest YoY
+10.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.1%
Avg. growth/yr (40Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.7%
Revenue +5.1%/yr
FY22 £87.9M
FY23 £103M
FY24 £100M
FY25 £97.5M
FY26 £107M
Net income −11.1%/yr
FY22 £38.0M
FY23 £33.7M
FY24 £25.4M
FY25 £17.9M
FY26 £23.7M
Character of growth · EPS growth decomposed (2015-2026) +3.6 % p.a.
Revenue per share +9.2 pp

of which total revenue +9.4 pp · buybacks/dilution −0.2 pp

EBIT margin +1.9 pp
Tax rate −0.8 pp
Residual (interest, one-offs) −6.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "S&U plc Fair Value". https://www.fairvalue-calculator.com/stock/47IE

Peer Group

Credit Services · 331 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 53 · Above median
Fair Value upside +4% · Above median
Return on equity (TTM) 10% · Above median
Return on assets 5% · Top 25%
Net margin (TTM) 30% · Above median
Operating margin (TTM) 38% · Above median
Revenue growth 43% · Top 25%
Dividend yield (TTM) 1.8% · Below median

Valuation Multiples vs Credit Services median · lower = cheaper

P/E (TTM) 0.0× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 38 · sector 37
FUTURE 100 · sector 39
PAST 39 · sector 32
HEALTH 0 · sector 58
DIVIDEND 35 · sector 51

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Aug 6, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V $348.97 $204.19 -41%
Mastercard Incorporated MA $537.70 $221.87 -59%
American Express Company AXP $358.44 $206.40 -42%
Bajaj Finance Limited BAJFINANCE ₹1,056 ₹397.61 -62%
Shriram Finance Limited SHRIRAMFIN ₹1,024 ₹553.83 -46%
Cholamandalam Investment and Finance Company CHOLAFIN ₹1,808 ₹796.52 -56%
Tata Capital Limited TATACAP ₹360.60 ₹229.85 -36%
Power Finance Corporation PFC ₹405.10 ₹810.20 +100%
Muthoot Finance Limited MUTHOOTFIN ₹3,129 ₹3,463 +11%
Indian Railway Finance Corporation IRFC ₹88.41 ₹69.72 -21%

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Frequently asked questions

Is S&U plc (47IE) overvalued or undervalued?
As of Aug 6, 2026, our model estimates a fair value of £0.0067 versus a price of £0.0065, about +3% (fairly valued).
What is the fair value of 47IE?
Our model-based fair value for S&U plc is £0.0067 (as of Aug 6, 2026), built from audited fundamentals. The current price is £0.0065.
What is the quality score of 47IE?
S&U plc has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of S&U plc (47IE)?
S&U plc reported trailing-twelve-month revenue of about £80.1M (latest available figure, as of Aug 6, 2026).
What is the net profit margin of 47IE?
The net profit margin of S&U plc is about 29.6%, meaning it keeps roughly 29.6% of revenue as net income. Based on the latest reported figures.
Does S&U plc pay a dividend?
S&U plc currently shows a dividend yield of about 1.77% relative to its recent price (as of Aug 6, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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