Marks and Spencer Group (MKS) Fair Value & Analysis
Consumer Cyclical · GB · Market cap 7.8B GBX
Fair value as of: Jul 19, 2026
From 25 valuation models · updated 19 days ago
Fair value updated Jul 19, 2026, revised from £2.82 to £4.24 (+50.4%) since Jun 24, 2026. Share price +6.1% over the past month.
A solid business, screening 12% undervalued on our models.
What matters now
- Our model range runs from £3.17 (bear) to £5.29 (bull), base £4.24. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 61/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range £0.8423 – £3.83 · fair‑value band £3.17 – £5.29 · the £3.79 price screens below the £4.24 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Marks and Spencer Group (MKS) currently trades at £3.79, while our model-based Fair Value estimate is £4.24, implying the stock looks roughly 11.9% undervalued today. We read business quality at 61/100 (solid quality), in the Consumer Cyclical 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, Marks and Spencer Group generated revenue of £17.3B at a net margin of 1.5%. Revenue grew 27.2% year over year. It earns a return on equity of 7.7%. Net debt stands at £2.4B. Fundamentals as of Jul 19, 2026
Our scenario range runs from £3.17 (bear case) to £5.29 (bull case); at £3.79, 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. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. For context, the median of 10 Consumer Cyclical peers we cover trades at 23% fair-value upside, at 12%, MKS screens richer 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.
All 25 models by family
Widest divergence: Growth DCF (£3.25) versus Dividend Discount (£0.4700). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 65
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
Marks and Spencer Group plc operates various retail stores. It operates through Fashion, Home & Beauty; Food; International; and Ocado segments. The company offers womenswear, menswear, lingerie, kids wear, beauty, and home products through UK and ROI, retail stores, and online.
Full company description
Marks and Spencer Group plc operates various retail stores. It operates through Fashion, Home & Beauty; Food; International; and Ocado segments. The company offers womenswear, menswear, lingerie, kids wear, beauty, and home products through UK and ROI, retail stores, and online. It also provides meat, fish, protein deli and dairy; produce and floral; meals, frozen, and food on the move; core basket; beers, wines, and spirits; and impulse and events, and hospitality services. In addition, it operates international franchises; and provides banking services. The company also exports its products. The company was founded in 1884 and is based in London, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Marks and Spencer Group reported revenue of £17.3B in FY2026 versus £10.9B in FY2022, a compound +12.2%/yr. Reported net income was £259M in FY2026, compounding −4.1%/yr from FY2022.
Watch MKS: get an alert when its fair value changes →
Peer Group
Department Stores · 129 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.
Valuation Multiples vs Department Stores median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Department Stores stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Falabella S.A FALABELLA | 5,875 CLP | 8,880 CLP | +51% |
| El Puerto de Liverpool, S.A. LIVEPOLC1 | 99.62 MXN | 263.70 MXN | +165% |
| 99 Speed Mart Retail Holdings 5326 | 3.70 MYR | 1.45 MYR | -61% |
| Cencosud S.A CENCOSUD | 2,040 CLP | 2,516 CLP | +23% |
| Vishal Mega Mart Limited VMM | ₹113.94 | ₹37.39 | -67% |
| Yonghui Superstores Co 601933 | ¥3.01 | ¥1.62 | -46% |
| SHINSEGAE Inc 004170 | 610,000 KRW | 200,259 KRW | -67% |
| Organización Soriana, S. A. B. de C. V., SORIANAB | 30.04 MXN | 59.59 MXN | +98% |
| Lotte Shopping Co 023530 | 155,300 KRW | 81,725 KRW | -47% |
| Lojas Renner S.A LREN3 | R$14.10 | R$33.36 | +137% |
Compare Marks and Spencer Group with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Marks and Spencer Group (MKS) overvalued or undervalued?
What is the fair value of MKS?
What is the quality score of MKS?
What is the revenue of Marks and Spencer Group (MKS)?
What is the net profit margin of MKS?
Does Marks and Spencer Group pay a dividend?
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.
Track Marks and Spencer Group and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.