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The Pebble Group (PEBB) Fair Value & Analysis

Communication Services · GB · Market cap 83.3M GBX

TP The Pebble Group PEBB · LSE
Price£0.6000
Fair Value£0.8500
Upside+41.7%
Quality73/100
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Mixed Growth
Thin margins · 4.3% net margin
Low debt · generates free cash flow
3.36% dividend yield
Ranks above peers (9/14)
Narrow moat 39/100
Evidence: High Range £0.6400 – £1.07 Share as image

Fair value as of: Jul 14, 2026

From 25 valuation models · updated 27 days ago

Fair value updated Jul 14, 2026, revised from £0.8100 to £0.8500 (+4.9%) since Jun 24, 2026. Share price −4.2% over the past month.

A solid business, screening 42% undervalued on our models.

What matters now

  • The rarer combination: high quality (73/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • The price is below even our cautious bear case (£0.6400). The market is more pessimistic than our downside scenario.
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Price vs Fair Value (5 years)

£1.50 £0.3410 Fair Value £0.8500 Dec 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.

How to read this chart

60‑month range £0.3410 – £1.50 · fair‑value band £0.6400 – £1.07 · the £0.6000 price screens below the £0.8500 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.

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Analysis

The Pebble Group (PEBB) currently trades at £0.6000, while our model-based Fair Value estimate is £0.8500, implying the stock looks roughly 41.7% undervalued today. The Quality Score stands at 73/100 (solid quality), in the Communication 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, The Pebble Group generated revenue of £125M at a net margin of 4.3%. Revenue grew 2.4% year over year. It earns a return on equity of 6.2%. The balance sheet holds a net cash position of £4.5M. Fundamentals as of Jul 14, 2026

Our scenario range runs from £0.6400 (bear case) to £1.07 (bull case); at £0.6000, the current price sits below 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 Communication Services peers we cover trades at -1% fair-value upside, at 42%, PEBB 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 £0.7900 £0.9700 £1.17 80
Residual Income £0.4300 £0.4300 £0.4000 76
Rev-Margin DCF £0.6400 £0.8600 £1.10 74
All 25 models by family
DCF Models
FCF DCF £0.7800 £0.9800 £1.21 38
Owner Earnings £0.8000 £1.00 £1.23 31
5Y Revenue Exit £0.6400 £0.8500 £1.09 39
5Y EBITDA Exit £0.8700 £1.25 £1.67 41
5Y P/E Exit £0.7000 £0.9500 £1.19 38
10Y Revenue Exit £0.6900 £0.8700 £1.07 36
10Y EBITDA Exit £0.8200 £1.10 £1.42 37
10Y P/E Exit £0.7300 £0.9300 £1.13 35
Earnings-Based
Graham-Dodd £0.2600 £0.5700 £0.7200 54
PEG = 1.0 £0.0900 £0.1300 £0.1600 46
EPV £0.3700 £0.4100 £0.4400 59
Dividend Discount
Gordon GGM £0.1500 £0.2000 £0.2500 70
DDM Multi-Stage £0.1500 £0.2000 £0.2400 61
Multiples
P/E Multiple £0.6400 £0.8500 £1.07 63
P/S Multiple £0.4900 £0.6600 £0.8200 58
P/B Multiple £0.4900 £0.6600 £0.8200 55
EV/EBIT £0.7100 £0.9200 £1.13 53
EV/EBITDA £1.07 £1.41 £1.74 54
EV/Revenue £0.5500 £0.7600 £0.9600 43
Asset-Based
NCAV (Graham) £0.3000 £0.4000 £0.5900 50
Growth DCF
Growth DCF £0.7900 £0.9700 £1.17 80
Rev-Margin DCF £0.6400 £0.8600 £1.10 74
Economic Profit
Residual Income £0.4300 £0.4300 £0.4000 76
ROIC Compounder £0.3700 £0.4100 £0.4400 72
Growth Earnings
Growth-Adj P/E £0.4700 £0.6700 £0.8700 68

Widest divergence: DCF Models (£0.9500) versus Dividend Discount (£0.2000). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 125M GBX
Revenue growth (YoY) +2.4%
Net margin 4.3%
Return on equity 6.2%
Free cash flow 12.8M GBX FY2025
P/E ratio 20.0
More key figures
Operating margin 7.3%
EPS (TTM) £0.0300
Dividend yield 3.4%
EPS growth (YoY) -9.3%
Net cash 4.5M GBX FY2025

Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 73/100

Of which business quality 72 · Market factors (momentum, volatility) 64

Profitability 51
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 74
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 52
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 100
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

The Pebble Group plc, together with its subsidiaries, engages in the sale of technology solutions, products, and other services to the promotional merchandise industry in the United Kingdom, Continental Europe, North America, and internationally. It operates through two segments, Brand Addition and Facilisgroup.

Full company description

The Pebble Group plc, together with its subsidiaries, engages in the sale of technology solutions, products, and other services to the promotional merchandise industry in the United Kingdom, Continental Europe, North America, and internationally. It operates through two segments, Brand Addition and Facilisgroup. The company is involved in the design, sourcing, and delivery of promotional products and related services to various brands operating in the engineering, financial services, health, beauty, FMCG, technology, transport, and other sectors. It also offers digital platform to support the operations of SME promotional product distributors; and software as a service technology. The Pebble Group plc was incorporated in 2019 and is headquartered in Manchester, the United Kingdom.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The Pebble Group reported revenue of £125M in FY2025 versus £115M in FY2021, a compound +2.0%/yr. Reported net income was £5.4M in FY2025, compounding −7.5%/yr from FY2021.

Growth Quality 71/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
£125M
Latest YoY
−0.5%
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.
−2.4%
Avg. growth/yr (5Y) 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.
+8.6%
Avg. growth/yr (9Y) 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.
+6.0%
Revenue +2.0%/yr
FY21 £115M
FY22 £134M
FY23 £124M
FY24 £125M
FY25 £125M
Net income −7.5%/yr
FY21 £7.3M
FY22 £7.6M
FY23 £5.8M
FY24 £6.4M
FY25 £5.4M

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Cite: Fair Value Calculator (2026). "The Pebble Group Fair Value". https://www.fairvalue-calculator.com/stock/PEBB

Peer Group

Advertising Agencies · 199 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 73 · Top 25%
Fair Value upside +42% · Top 25%
Return on equity (TTM) 6% · Above median
Return on assets 4% · Above median
Net margin (TTM) 4% · Above median
Operating margin (TTM) 7% · Above median
Revenue growth 2% · Above median
Dividend yield (TTM) 3.4% · Above median

Valuation Multiples vs Advertising Agencies median · lower = cheaper

P/E (TTM) 20.0× · Pricier than median
P/B 1.37× · Pricier than median
P/S (TTM) 0.90× · Pricier than median
P/FCF 8.8× · Pricier than median
EV/EBITDA 11.7× · Pricier than median

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 89 · sector 19
FUTURE 12 · sector 8
PAST 25 · sector 7
HEALTH 100 · sector 98
DIVIDEND 67 · sector 66

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 Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $506.98 $181.37 -64%
Publicis Groupe S.A PUB €87.16 €146.36 +68%
Omnicom Group OMC $80.75 $99.84 +24%
Focus Media Information Technology Co 002027 ¥5.00 ¥4.08 -18%
The Trade Desk, Inc TTD $19.37 $20.76 +7%
BlueFocus Intelligent Communications Group 300058 ¥13.81 ¥1.50 -89%
JCDecaux SE DEC €21.28 €20.99 -1%
WPP plc WPP $18.13 $18.56 +2%
Easy Click Worldwide Network Technology Co 301171 ¥28.85 ¥5.62 -81%
Mobvista Inc 1860 HK$11.15 HK$6.43 -42%

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Frequently asked questions

Is The Pebble Group (PEBB) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of £0.8500 versus a price of £0.6000, about +42% (undervalued).
What is the fair value of PEBB?
Our model-based fair value for The Pebble Group is £0.8500 (as of Jul 14, 2026), built from audited fundamentals. The current price is £0.6000.
What is the quality score of PEBB?
The Pebble Group has a Quality Score of 73/100. 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 The Pebble Group (PEBB)?
The Pebble Group reported trailing-twelve-month revenue of about £125M (latest available figure, as of Jul 14, 2026).
What is the net profit margin of PEBB?
The net profit margin of The Pebble Group is about 4.3%, meaning it keeps roughly 4.3% of revenue as net income. Based on the latest reported figures.
Does The Pebble Group pay a dividend?
The Pebble Group currently shows a dividend yield of about 3.36% relative to its recent price (as of Jul 14, 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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