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EJF Investments Limited (EJFI) Fair Value & Analysis

Financial Services · GB · Market cap 75.5M GBX

EI EJF Investments Limited EJFI · LSE
Price£1.30
Fair Value£1.39
Upside+6.9%
Quality67/100
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Weak Growth
Highly profitable · 56.1% net margin
Low debt · generates free cash flow
8.38% dividend yield
Mixed vs. peers (8/14)
Moderate moat 62/100
Evidence: High Range £1.04 – £1.74 Share as image

Fair value as of: Jul 17, 2026

From 11 valuation models · updated 24 days ago

Share price +6.2% over the past month.

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

What matters now

  • 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)

£1.30 £0.6928 Fair Value £1.39 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range £0.6928 – £1.30 · fair‑value band £1.04 – £1.74 · the £1.30 price screens below the £1.39 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

EJF Investments Limited (EJFI) currently trades at £1.30, while our model-based Fair Value estimate is £1.39, implying the stock looks roughly 6.9% fairly valued today. The Quality Score stands at 67/100 (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, EJF Investments Limited generated revenue of £8.5M at a net margin of 56.1%. Revenue grew 44.9% year over year. It earns a return on equity of 4.9%. The stock trades on a trailing P/E of 16.4. Fundamentals as of Jul 17, 2026

Our scenario range runs from £1.04 (bear case) to £1.74 (bull case); at £1.30, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at 7%, EJFI 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
Growth DCF £3.29 £5.56 £9.11 80
Residual Income £1.14 £1.13 £0.9900 76
Gordon GGM £0.7700 £1.30 £1.68 70
All 11 models by family
DCF Models
5Y P/E Exit £1.52 £2.82 £4.43 38
10Y P/E Exit £2.27 £3.95 £6.33 35
Earnings-Based
Graham-Dodd £0.5600 £3.88 £5.45 54
Lynch FV £2.00 £2.86 £3.72 50
Dividend Discount
Gordon GGM £0.7700 £1.30 £1.68 70
DDM Multi-Stage £0.7700 £1.23 £1.40 61
Multiples
P/E Multiple £0.8000 £1.06 £1.33 63
P/B Multiple £1.04 £1.39 £1.74 55
Asset-Based
NCAV (Graham) £0.8100 £1.09 £1.63 50
Growth DCF
Growth DCF £3.29 £5.56 £9.11 80
Economic Profit
Residual Income £1.14 £1.13 £0.9900 76

Widest divergence: Growth DCF (£5.56) versus Multiples (£1.06). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 8.5M GBX
Revenue growth (YoY) +44.9%
Net margin 56.1%
Return on equity 4.9%
Free cash flow 19.3M GBX FY2025
P/E ratio 16.4
More key figures
Operating margin 90.2%
EPS (TTM) £0.0800
Dividend yield 8.4%
EPS growth (YoY) +85.5%
Net cash 615K GBX FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 67/100

Of which business quality 64 · Market factors (momentum, volatility) 75

Profitability 36
Margins and returns on capital today
Quality Growth 11
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 56
Price trend over the last 3–12 months (market factor)
52W Momentum 81
Distance to the 52-week high (market factor)
Net Issuance 88
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

EJF Investments Limited is a principal investment firm. The firm seeks to invest in financial services sector with a focus in structured debt and equity, loans, bonds, preference shares, convertible notes and private equity. It considers investments domiciled in the United States, the United Kingdom and Europe.

Full company description

EJF Investments Limited is a principal investment firm. The firm seeks to invest in financial services sector with a focus in structured debt and equity, loans, bonds, preference shares, convertible notes and private equity. It considers investments domiciled in the United States, the United Kingdom and Europe. EJF Investments Limited was founded in 2016 and is based in Jersey, Channel Island.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

EJF Investments Limited reported revenue of £7.9M in FY2025 versus £13.4M in FY2021, a compound −12.3%/yr. Reported net income was £4.8M in FY2025, compounding −18.5%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
£7.9M
Latest YoY
−36.7%
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.
−22.5%
Avg. growth/yr (10Y) 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.
−2.8%
Revenue −12.3%/yr
FY21 £13.4M
FY22 £17.0M
FY23 −£5.0M
FY24 £12.5M
FY25 £7.9M
Net income −18.5%/yr
FY21 £10.8M
FY22 £14.3M
FY23 −£8.0M
FY24 £9.3M
FY25 £4.8M

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Cite: Fair Value Calculator (2026). "EJF Investments Limited Fair Value". https://www.fairvalue-calculator.com/stock/EJFI

Peer Group

Asset Management · 971 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 66 · Above median
Fair Value upside +7% · Above median
Return on equity (TTM) 5% · Below median
Return on assets 3% · Above median
Net margin (TTM) 56% · Above median
Operating margin (TTM) 90% · Top 25%
Revenue growth 45% · Top 25%
Dividend yield (TTM) 8.4% · Top 25%
Debt / equity 0.25× · Higher than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/E (TTM) 16.3× · Pricier than median
P/B 1.08× · Pricier than median
P/S (TTM) 12.02× · Pricier than 75% of peers
P/FCF 5.3× · Cheaper than median
EV/EBITDA 26.3× · Pricier 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 43 · sector 37
FUTURE 100 · sector 6
PAST 19 · sector 26
HEALTH 88 · sector 95
DIVIDEND 100 · sector 69

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 Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is EJF Investments Limited (EJFI) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of £1.39 versus a price of £1.30, about +7% (fairly valued).
What is the fair value of EJFI?
Our model-based fair value for EJF Investments Limited is £1.39 (as of Jul 17, 2026), built from audited fundamentals. The current price is £1.30.
What is the quality score of EJFI?
EJF Investments Limited has a Quality Score of 67/100. 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 EJF Investments Limited (EJFI)?
EJF Investments Limited reported trailing-twelve-month revenue of about £8.5M (latest available figure, as of Jul 17, 2026).
What is the net profit margin of EJFI?
The net profit margin of EJF Investments Limited is about 56.1%, meaning it keeps roughly 56.1% of revenue as net income. Based on the latest reported figures.
Does EJF Investments Limited pay a dividend?
EJF Investments Limited currently shows a dividend yield of about 8.42% relative to its recent price (as of Jul 17, 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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