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LMS Capital plc (LMS) Fair Value & Analysis

Financial Services · GB · Market cap £12.9M

LC LMS Capital plc LMS · LSE
Price£0.1595
Fair Value£0.3100
Upside+94.4%
Quality41/100
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Evidence: Low Range £0.2000 – £0.3900

Fair value as of: Jun 26, 2026

From 1 valuation models · updated 7 days ago

Price vs Fair Value (12 months)

£0.2023 £0.1509 Fair Value £0.3100 Jul 2025 Jul 2026

12‑month range £0.1509 – £0.2023 · fair‑value band £0.2000 – £0.3900 · the £0.1595 price screens below the £0.3100 fair value. As of Jun 26, 2026.

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Analysis

LMS Capital plc (LMS) currently trades at £0.1595, while our model-based Fair Value estimate is £0.3100 — implying the stock looks roughly 94.4% undervalued today. We read business quality at 41/100 (below-average 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: low) — always confirm before acting.

Trailing-twelve-month revenue stands at £412K. It earns a return on equity of -17.2%. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) £412K
Revenue growth (YoY) +350%
Return on equity -17.2%
Free cash flow −£4.6M FY2025
Operating margin -15.0%
EPS (TTM) £-0.0700
More key figures
EPS growth (YoY) +1.3%
Net cash £57.0K FY2025

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

About the company

LMS Capital plc is a private equity firm specializing in direct and fund of funds investments in mid ventures, late ventures, emerging growth, middle market, later stage, growth and development capital, buyout and recapitalization. The firm prefers to invest in media, interactive home entertainment, consumer electronics, home furnishing, homebuilding, household appliances, housewares, leisure products, textiles, education services, specialized consumer services, hotels, diversified financial services, multi-sector holdings, specialized finance, commercial printing, diversified support services, environmental & facilities services, office services, alarm services, energy, human resources, consulting services, consumer services, oil and gas drilling & equipment, healthcare, professionals services, information technology, application software, real estate, system software, and utilities. The firm usually invests in small to medium sized public and private companies. It primarily …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

LMS Capital plc reported revenue of £4.7M in FY2025 versus £3.9M in FY2021, a compound +5.3%/yr. Reported net income was −£5.6M in FY2025.

Revenue +5.3%/yr
FY21 £3.9M
FY22 £319K
FY23 £47.2M
FY24 −£3.2M
FY25 £4.7M
Net income
FY21 £1.9M
FY22 −£1.9M
FY23 −£3.7M
FY24 −£5.4M
FY25 −£5.6M

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Frequently asked questions

Is LMS Capital plc (LMS) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £0.3100 versus a price of £0.1595 — about +94% (undervalued). Model-based estimate, not financial advice.
What is the fair value of LMS?
Our model-based fair value for LMS Capital plc is £0.3100 (as of Jun 26, 2026), built from audited fundamentals. The current price is £0.1595.
What is the quality score of LMS?
LMS Capital plc has a Quality Score of 41/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of LMS Capital plc (LMS)?
LMS Capital plc reported trailing-twelve-month revenue of about £412K (latest available figure, as of Jun 26, 2026).
What is the net profit margin of LMS?
The net profit margin of LMS Capital plc is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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.