Check 35,000+ stocks against 26 valuation models and 37 quality factors
Data-driven stock valuation
Which stocks are undervalued right now? Check free
Discover now →
Big Yellow Group (BYLOF) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of Big Yellow Group $11.01, price $10.60, upside +3.9%, quality 50 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
- Fair value above price? Yes
- Good quality? No
- Add to watchlist
BY
Broad data
Sep 24, 2026
Broad data
Sep 24, 2026
Big Yellow Group
BYLOF · USLow PriorityFair Value upside is limited and quality is weak.
·Fair value $11.01 · Fairly valued (+3.9%)
!Quality 50/100
!Expensive Growth (revenue 5y +9.2 %/yr)
✓Highly profitable · 59.7% net margin (TTM)
✓Low debt · generates free cash flow
!4.5% dividend yield · Watch coverage
!Moderate moat 64/100
What runs behind every stock
26
valuation models
8 families, DCF to NCAV
37
quality factors
margins, balance sheet, cashflow, debt
6
AI factors
moat, what no ratio measures
2,000+
data points
verified, per stock, median
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range $6.50 – $19.66 · fair‑value band $5.55 – $13.63 · the $10.60 price screens below the $11.01 fair value. Dashed = 300-day average. As of Sep 24, 2026.
Company profile
Big Yellow Group Plc is the UK's brand leader in self-storage and operates from a platform of 111 stores. We have a pipeline of 0.9 million sq ft comprising 13 proposed self-storage facilities. The current maximum lettable area of the existing platform is 6.6 million sq ft.
Show more
Big Yellow Group Plc is the UK's brand leader in self-storage and operates from a platform of 111 stores. We have a pipeline of 0.9 million sq ft comprising 13 proposed self-storage facilities. The current maximum lettable area of the existing platform is 6.6 million sq ft. When fully built out the portfolio will provide approximately 7.5 million sq ft of flexible storage space. 99% of our stores and sites by value are held freehold and long leasehold, with the remaining 1% short leasehold. Currently by revenue 75% of our stores are in London and its commuter towns, with the balance in larger regional conurbations. Our stores utilize state of the art technology for our digital and operating platforms including security, and we focus on locating our stores in high profile, accessible, main road locations. We also focus on providing excellent customer service, a highly engaged employee culture, and with a significant investment in sustainability. Big Yellow Group Plc was incorporated in 1998 in United Kingdom.
Stock analysis
Big Yellow Group (BYLOF) currently trades at $10.60, while our model-based Fair Value estimate is $11.01, so the stock looks roughly fairly valued today (gap 3.7%).
Show more
Valuation
Bull case: the Economic Profit group reads highest at a median of $13.54 per share, and 7 of the 16 models we run sit above the $10.60 price.
Bear case: the DCF Models group reads lowest at $7.15, and 9 of the 16 models stay below the price. Evidence for this calculation is high.
Scenario range: $5.55 (bear) to $13.63 (bull), the price of $10.60 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 50/100 (below-average quality), in the Real Estate sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Big Yellow Group reported revenue of £210M in FY2026 versus £171M in FY2022, a compound +5.2%/yr. Reported net income was £125M in FY2026, compounding −34.9%/yr from FY2022.
Key figures
Market cap $2.1B · P/E ratio 12.5 · P/S ratio 7.45 · EPS (TTM) $0.8500 · Dividend yield 4.5% · Net margin 59.7% · Return on equity 4.8% · Return on assets (EBIT) 4.2%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 47 out of 100 (low confidence).
What moves the price
The share trades about 30% below its 52-week high and at its 52-week low, currently below its 200-day average.
For context, the median of 10 Real Estate peers we cover trades at 27% fair-value upside, at 4%, BYLOF screens richer than that median.
Fair Value models
Bear $5.55
Fair Value $11.01
Bull $13.63
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2026 figures (about 6 months old). Earnings retained since then ($0.1926 per share) are deliberately not added.
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. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.
Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Highest evidence
FCF DCF
n/a
$0.2400
>$0.9600
77
Residual Income
$13.35
$13.54
$14.21
76
Growth DCF
n/a
$0.1400
>$0.5600
75
All 16 models by family
DCF Models
FCF DCF
n/a
$0.2400
>$0.9600
77
5Y Revenue Exit
$2.47
$7.15
$13.59
68
5Y EBITDA Exit
$4.91
$12.09
$21.13
71
10Y Revenue Exit
$1.02
$4.99
$11.19
60
10Y EBITDA Exit
$2.81
$8.49
$17.25
63
Dividend Discount
Gordon GGM
$5.55
$11.05
$16.73
67
DDM Multi-Stage
$5.55
$9.55
$11.66
67
Multiples
P/S Multiple
$6.90
$9.20
$11.50
58
P/B Multiple
$10.79
$14.38
$17.98
55
EV/EBIT
$12.01
$16.87
$21.74
65
EV/EBITDA
$8.91
$12.73
$16.56
67
EV/Revenue
$4.37
$7.34
$10.31
52
Asset-Based
NCAV (Graham)
$8.80
$11.79
$17.60
54
Growth DCF
Growth DCF
n/a
$0.1400
>$0.5600
75
Rev-Margin DCF
$2.47
$6.96
$12.60
68
Economic Profit
Residual Income
$13.35
$13.54
$14.21
76
Notify me when BYLOF reaches fair value
Put BYLOF on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Quality Score breakdown
Overall quality
50/100
Of which business quality 47 · Market factors (momentum, volatility) 34
Profitability
35
Margins and returns on capital today
Quality Growth
30
Are margins and returns improving?
Cashflow
39
Earnings quality: real cash, not paper profit
Fin. Strength
62
Balance sheet, leverage, solvency risk
Investment
49
Disciplined investing over empire-building
Low Volatility
58
Calm price path (market factor)
Momentum
32
Price trend over the last 3–12 months (market factor)
52W Momentum
9
Distance to the 52-week high (market factor)
Net Issuance
69
Share count: buybacks or dilution?
Revenue & earnings trend
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.
58/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+2.5%
Revenue growth 3 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+3.5%
Revenue growth 5 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+9.2%
Start year 2021 (pandemic). Over 10 years: +7.5% a year
Revenue growth 27 years ⓘ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. Per-share growth (which does include buybacks) is in the value-creation card.
+29.9%
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
’26
What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: EBIT basis.
+11.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year+6.7%
Dividend (yield on the price)4.5%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−16.0% vs −1.2%, slowing
Profit margin 2021 to 2026 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.60% → 62%
Start year 2021 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+59.9%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+4.9%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in GBP, UK: IMF forecast 2.3% a year to 2030, 3.3% from 2016 to 2025) that is about +56.3% a year for the price and +2.5% for the forecasts.
Forecast 2027 (sales)+3.6%
Forecast 2028 (sales)+5.9%
Projected 2029 (sales)+5.4%
Projected 2030 (sales)+4.9%
Projected 2031 (sales)+4.4%
Watch BYLOF, get fair value alerts →
Compare Big Yellow Group with another stock
Price, fair value, quality and upside side by side.
Free, no sign-up
Context: sector, industry, market
- P/E, EV/EBITDA and margins by industry (reference tables)
- Undervalued stocks: US Stocks
- Valuation of the USA market
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
Similar stocks
10 more REIT - Industrial stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Public Storage, a member of the S&P 500, PSA | $284.79 | $231.96 | −19% |
| Prologis, Inc PLDGP | $51.10 | $65.89 | +29% |
| Extra Space Storage Inc EXR | $133.08 | $201.75 | +52% |
| EastGroup Properties, Inc EGP | $201.52 | $132.89 | −34% |
| Lineage, Inc LINE | $36.15 | $47.91 | +33% |
| CapitaLand Ascendas REIT (CLAR) A17U | 2.28 SGD | 2.89 SGD | +27% |
| Rexford Industrial Realty, Inc REXR | $37.47 | $18.50 | −51% |
| CubeSmart CUBE | $37.53 | $34.92 | −7% |
| First Industrial Realty Trust, Inc FR | $61.17 | $18.59 | −70% |
| STAG Industrial, Inc STAG | $37.01 | $49.93 | +35% |
Explore undervalued stocks
More undervalued Real Estate stocks →
All undervalued stocks
TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued High-Quality StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
🥇 Backtested Best
🏆 Big Names
⭐ Top Rated
💎 Quality on Sale
🚀 Profitable Growth
🧊 Quality Compounders
💵 Dividend Stars
📈 Strong Momentum
📉 Fallen Angels
⚖️ Deeply Undervalued
🔍 Small-Cap Gems
🏰 Moat at a Fair Price
💼 Insider Buying
🎩 Buffett-Style Quality
📚 Peter Lynch GARP
🧮 Greenblatt Magic Formula
🛡️ Graham Defensive
Discover tools
Stock screenerFilter by region, size and sector
Compare toolTwo stocks side by side
Extrinsic Value Calculator…Calculator with industry benchmark
Peter Lynch Fair Value Formula &…Calculator with industry benchmark
Run the numbers yourself: free valuation calculators
Frequently asked questions
Is Big Yellow Group (BYLOF) overvalued or undervalued?
As of Sep 24, 2026, our model estimates a fair value of $11.01 versus a price of $10.60, about +4% upside (fairly valued).
What is the fair value of BYLOF?
Our model-based fair value for Big Yellow Group is $11.01 (as of Sep 24, 2026), built from audited fundamentals. The current price: $10.60.
What is the quality score of BYLOF?
Big Yellow Group has a Quality Score of 50/100. 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 price target for Big Yellow Group (BYLOF)?
Our model-based price target is the fair value of $11.01 (as of Sep 24, 2026) from 16 valuation models. Cautious scenario $5.55, optimistic scenario $13.63. It is a calculation from audited fundamentals, not an analyst target.
What is the Big Yellow Group stock forecast for 2026?
Our models put fair value at $11.01, about +4% upside versus a price of $10.60 (fairly valued). Cautious scenario $5.55, optimistic scenario $13.63. The calculation is refreshed regularly with new filings.
What is the revenue of Big Yellow Group (BYLOF)?
Big Yellow Group reported trailing-twelve-month revenue of about £209M (latest available figure, as of Sep 24, 2026).
Does Big Yellow Group pay a dividend?
Big Yellow Group currently shows a dividend yield of about 4.45% relative to its recent price (as of Sep 24, 2026).
What growth is priced into Big Yellow Group (BYLOF)?
For today's price to be fair in a discounted-cash-flow model, Big Yellow Group would have to grow free cash flow by +59.9 % per year for five years (discount rate 9.6 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +9.2 % per year. As of Sep 24, 2026.
What discount rate (WACC) does the fair value of BYLOF use?
Our models discount Big Yellow Group at 9.6 %: a base by market capitalisation (mid), damped by beta 0.93, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Big Yellow Group that is +59.9 % per year a year over ten years, using the same discount rate (9.6 %) and the same formula as our fair value.
How much growth has Big Yellow Group (BYLOF) delivered so far?
Over the past 5 years revenue at Big Yellow Group grew +9.2 % a year. The price currently implies +59.9 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Big Yellow Group (BYLOF) growing?
The median revenue growth in the sector is +1.8 % a year. That is the yardstick for the growth priced into Big Yellow Group (+59.9 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Big Yellow Group (BYLOF)?
The free-cash-flow yield on the price is 0.51 %: that much free cash flow Big Yellow Group produces per unit of market value. When it exceeds the discount rate of our models (9.6 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Big Yellow Group (BYLOF)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Big Yellow Group it is $11.01 per share (as of Sep 24, 2026), against a price of $10.60. It is the blended result of 16 valuation models (cash flow, earnings, asset, dividend).
Is Big Yellow Group stock overvalued or undervalued in 2026?
As of Sep 24, 2026, BYLOF trades below its calculated fair value: price $10.60, fair value $11.01, a gap of about +4% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of BYLOF?
No. The price is what the market pays today ($10.60); the fair value is what the company's own numbers justify ($11.01). For Big Yellow Group the two are $0.4100 per share apart. That gap is exactly why we show both numbers side by side.
How much is Big Yellow Group worth?
The market values Big Yellow Group at about $2.1B (market capitalisation, as of Sep 24, 2026). Per share that is $10.60; our models calculate a fair value of $11.01 per share.
What do the bullish and bearish scenarios say about BYLOF?
Our models span a range for Big Yellow Group: cautious scenario $5.55, base $11.01, optimistic $13.63 per share (as of Sep 24, 2026, price $10.60). The range comes from different growth and margin assumptions, not from analyst opinions.
How far is BYLOF from its 52-week high?
Big Yellow Group trades at $10.60, about 30% below its 52-week high of $15.14 and at the low of $10.60 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of $11.01 is for.
Which stocks are comparable to Big Yellow Group?
From the same area (Real Estate) we also value Public Storage, a member of the S&P 500,, Prologis, Inc, Extra Space Storage Inc, EastGroup Properties, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Big Yellow Group stock attractive at the current price?
The data as of Sep 24, 2026: price $10.60, calculated fair value $11.01 (+4%), Quality Score 50/100, from 16 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of BYLOF calculated?
We run Big Yellow Group through 16 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $11.01, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. Big Yellow Group currently trades 4 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Big Yellow Group (BYLOF)?
The closing price on Oct 2, 2026 was $10.60. Our model-based fair value is $11.01, about +4% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Big Yellow Group right now?
The price sits close to our fair value, market and models broadly agree here, little valuation tension. A fairly wide model range ($5.55 to $13.63) leaves room in how you read the outcome. As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Where does the earnings growth of Big Yellow Group (BYLOF) come from?
Earnings per share at Big Yellow Group grew +3.9 % a year from 2015 to 2026. Broken into its drivers: revenue per share +5.5 %, EBIT margin +0.6 %, tax rate −0.1 %, residual (interest, one-offs) −2.0 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Big Yellow Group
How large is the market capitalisation of Big Yellow Group (BYLOF)?
The market capitalisation of Big Yellow Group is $2.1B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/E ratio of Big Yellow Group (BYLOF)?
The price-to-earnings ratio of Big Yellow Group is 12.5. Price to earnings: how many years of current profit you pay for the stock. A P/E of 10 means ten years of profit.
What is the P/S ratio of Big Yellow Group (BYLOF)?
The price-to-sales ratio of Big Yellow Group is 7.45 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Big Yellow Group (BYLOF)?
Earnings per share at Big Yellow Group are $0.8500 (price ÷ EPS = P/E 12.5). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Big Yellow Group (BYLOF)?
The dividend yield of Big Yellow Group is 4.5% (payout 55.5%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Big Yellow Group (BYLOF)?
The net margin of Big Yellow Group is 59.7% (fiscal year 2026). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Big Yellow Group (BYLOF)?
The return on equity (ROE) of Big Yellow Group is 4.8% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Big Yellow Group (BYLOF)?
On an EBIT basis the return on assets of Big Yellow Group is 4.2% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Big Yellow Group (BYLOF)?
The operating margin of Big Yellow Group is 61.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Big Yellow Group (BYLOF)?
Revenue at Big Yellow Group is growing +2.5% versus a year earlier (3y avg +3.5%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Big Yellow Group (BYLOF)?
Earnings per share at Big Yellow Group are growing −10.1% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Big Yellow Group (BYLOF) carry?
The net debt of Big Yellow Group is £494M (fiscal year 2026, ≈ 61.2 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Continue in the live analysis
Fair value and trend for 35,000+ stocks, watchlist, comparison and the diversification check. You can also try 14 days of Pro there, no card.
Open the live analysis →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.