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Baillie Gifford UK Growth Trust plc (BGUK) Fair Value & Analysis

Financial Services · GB · Market cap 225M GBX

BG Baillie Gifford UK Growth Trust plc BGUK · LSE
Price£2.10
Fair Value£2.66
Upside+26.7%
Quality79/100
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Evidence: High Range £2.00 – £3.33

Fair value as of: Jun 26, 2026

From 20 valuation models · updated 7 days ago

Share price +3.3% over the past month.

Price vs Fair Value (12 months)

£2.10 £1.78 Fair Value £2.66 Jul 2025 Jul 2026

12‑month range £1.78 – £2.10 · fair‑value band £2.00 – £3.33 · the £2.10 price screens below the £2.66 fair value. As of Jun 26, 2026.

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Analysis

Baillie Gifford UK Growth Trust plc (BGUK) currently trades at £2.10, while our model-based Fair Value estimate is £2.66 — implying the stock looks roughly 26.7% undervalued today. We read business quality at 79/100 (high 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, Baillie Gifford UK Growth Trust plc generated revenue of £37.6M at a net margin of 91.0%. Revenue grew 74.1% year over year. It earns a return on equity of 12.3%. Net debt stands at £23.5M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 37.6M GBX
Revenue growth (YoY) +74.1%
Net margin 91.0%
Return on equity 12.3%
Free cash flow 5.3M GBX FY2025
P/E ratio 7.5
More key figures
Operating margin 97.4%
EPS (TTM) £0.2800
Dividend yield 2.7%
EPS growth (YoY) +109%
Net debt 23.5M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Baillie Gifford UK Growth Trust plc is a closed-ended equity mutual fund launched and managed by Schroder Unit Trusts Ltd. The fund is co-managed by Schroder Investment Management Limited. It invests in the public equity markets of the United Kingdom. The fund seeks to invest in value stocks of companies operating across diversified sectors. It primarily invests in stocks of large and mid-cap companies. The fund benchmarks the performance of its portfolio against the FTSE All Share (Total Return) Index. It was formerly known as Baillie Gifford UK Growth Fund Plc. Baillie Gifford UK Growth Trust plc was formed on March 10, 1994 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Baillie Gifford UK Growth Trust plc reported revenue of £18.8M in FY2025 versus £98.8M in FY2021, a compound −33.9%/yr. Reported net income was £16.9M in FY2025, compounding −35.6%/yr from FY2021.

Revenue −33.9%/yr
FY21 £98.8M
FY22 −£57.0M
FY23 £2.8M
FY24 £3.5M
FY25 £18.8M
Net income −35.6%/yr
FY21 £98.4M
FY22 −£57.5M
FY23 £2.2M
FY24 £389K
FY25 £16.9M

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Frequently asked questions

Is Baillie Gifford UK Growth Trust plc (BGUK) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £2.66 versus a price of £2.10 — about +27% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BGUK?
Our model-based fair value for Baillie Gifford UK Growth Trust plc is £2.66 (as of Jun 26, 2026), built from audited fundamentals. The current price is £2.10.
What is the quality score of BGUK?
Baillie Gifford UK Growth Trust plc has a Quality Score of 79/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Baillie Gifford UK Growth Trust plc (BGUK)?
Baillie Gifford UK Growth Trust plc reported trailing-twelve-month revenue of about £37.6M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of BGUK?
The net profit margin of Baillie Gifford UK Growth Trust plc is about 91.0%, meaning it keeps roughly 91.0% of revenue as net income. Based on the latest reported figures.
Does Baillie Gifford UK Growth Trust plc pay a dividend?
Baillie Gifford UK Growth Trust plc currently shows a dividend yield of about 2.69% relative to its recent price (as of Jun 26, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.