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Phoenix Spree Deutschland Limited (PSDL) Fair Value & Analysis

Real Estate · GB · Market cap 139M GBX

PS Phoenix Spree Deutschland Limited PSDL · LSE
Price£1.64
Fair Value£0.7600
Upside-53.7%
Quality61/100
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Weak Growth
Loss-making · -28.3% net margin
Moderate debt · generates free cash flow
Trails peers (2/11)
Narrow moat 30/100
Evidence: Low Range £0.6500 – £0.8700 Share as image

Fair value as of: Jul 17, 2026

From 1 valuation models · updated 24 days ago

Share price −1.8% over the past month.

A solid business, but screening 54% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (£0.8700). The favourable scenario is already priced in.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • Solid but not exceptional quality (61/100) and above fair value, neither a clear bargain nor a standout compounder.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

£4.13 £1.28 Fair Value £0.7600 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 £1.28 – £4.13 · fair‑value band £0.6500 – £0.8700 · the £1.64 price screens above the £0.7600 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

Phoenix Spree Deutschland Limited (PSDL) currently trades at £1.64, while our model-based Fair Value estimate is £0.7600, implying the stock looks roughly 53.7% overvalued today. The Quality Score stands at 61/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, Phoenix Spree Deutschland Limited generated revenue of £22.7M at a net margin of -28.3%. Revenue declined 16.2% year over year. It earns a return on equity of -2.4%. The balance sheet holds a net cash position of £34.0M. Fundamentals as of Jul 17, 2026

Our scenario range runs from £0.6500 (bear case) to £0.8700 (bull case); at £1.64, the current price sits above 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 Real Estate peers we cover trades at -2% fair-value upside, at -54%, PSDL 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.

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
NCAV (Graham) £1.59 £2.13 £3.17 50
All 1 models by family
Asset-Based
NCAV (Graham) £1.59 £2.13 £3.17 50

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Key figures & financial health

Revenue (TTM) 22.7M GBX
Revenue growth (YoY) -16.2%
Net margin -28.3%
Return on equity -2.4%
Free cash flow 3.3M GBX FY2025
Operating margin 21.7%
More key figures
EPS (TTM) £-0.0600
EPS growth (YoY) -10.9%
Net cash 34.0M GBX FY2025

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

Quality Score breakdown

Overall quality 61/100

Of which business quality 62 · Market factors (momentum, volatility) 47

Profitability 5
Margins and returns on capital today
Quality Growth 64
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 44
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 92
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 18
Distance to the 52-week high (market factor)
Net Issuance 82
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

Phoenix Spree Deutschland Limited is a public limited company incorporated in Jersey, Channel Islands under the Companies (Jersey) Law 1991 (as amended). The Company has a listing on the Official List of the Financial Conduct Authority and was originally admitted to the premium segment of the Main Market of the London Stock Exchange on 15 June 2015.

Full company description

Phoenix Spree Deutschland Limited is a public limited company incorporated in Jersey, Channel Islands under the Companies (Jersey) Law 1991 (as amended). The Company has a listing on the Official List of the Financial Conduct Authority and was originally admitted to the premium segment of the Main Market of the London Stock Exchange on 15 June 2015. Following shareholder approval at the EGM of the Company held on 12 March 2025 (the 2025 EGM), the Group has new objective to realise the value of its existing assets through a carefully managed Portfolio realisation, resulting in a managed sell down of firm portfolio over time, with a view to returning available cash to shareholders. The Group is primarily invested in the residential market in Berlin, supplemented with selective investments in commercial property. The majority of commercial property within the Portfolio is located within residential and mixed-use properties. Phoenix Spree Deutschland Limited was incorporated in 2007 in Jersey.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Phoenix Spree Deutschland Limited reported revenue of £5.2M in FY2025 versus £25.8M in FY2021, a compound −33.1%/yr. Reported net income was −£6.4M in FY2025.

Growth Quality 19/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
£5.2M
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.
−41.5%
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.
−26.3%
Avg. growth/yr (13Y) 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.
−10.3%
Revenue −33.1%/yr
FY21 £25.8M
FY22 £25.9M
FY23 −£90.6M
FY24 −£20.2M
FY25 £5.2M
Net income
FY21 £37.3M
FY22 −£15.4M
FY23 −£98.1M
FY24 −£38.9M
FY25 −£6.4M

PSDL screens 54% overvalued. Compare with Vingroup Joint Stock Company →

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Cite: Fair Value Calculator (2026). "Phoenix Spree Deutschland Limited Fair Value". https://www.fairvalue-calculator.com/stock/PSDL

Peer Group

Real Estate Services · 520 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 63 · Top 25%
Fair Value upside −54% · Bottom 25%
Return on assets 0% · Bottom 25%
Net margin (TTM) -28% · Bottom 25%
Operating margin (TTM) 22% · Above median
Revenue growth -16% · Bottom 25%
Debt / equity 1.06× · Higher than 75% of peers

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/B 0.70× · Pricier than median
P/S (TTM) 8.29× · Pricier than 75% of peers
P/FCF 57.8× · 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 0 · sector 37
FUTURE 0 · sector 10
PAST 0 · sector 16
HEALTH 47 · sector 85
DIVIDEND 0 · sector 49

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

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 Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Vingroup Joint Stock Company VIC 223,000 VND 25,731 VND -88%
KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
Plaza S.A MALLPLAZA 3,725 CLP 5,571 CLP +50%
SAGAA SAGAA kr 170.00 kr 75.55 -56%
Cencosud Shopping S.A CENCOMALLS 2,324 CLP 2,976 CLP +28%
PT Sarana Menara Nusantara Tbk. owns and TOWR 372.00 IDR 1,208 IDR +225%
PT Metropolitan Kentjana Tbk MKPI 20,975 IDR 19,160 IDR -9%
PT Bangun Kosambi Sukses Tbk, CBDK 3,530 IDR 3,464 IDR -2%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 3,998 ARS +60%

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Frequently asked questions

Is Phoenix Spree Deutschland Limited (PSDL) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of £0.7600 versus a price of £1.64, about −54% (overvalued).
What is the fair value of PSDL?
Our model-based fair value for Phoenix Spree Deutschland Limited is £0.7600 (as of Jul 17, 2026), built from audited fundamentals. The current price is £1.64.
What is the quality score of PSDL?
Phoenix Spree Deutschland Limited has a Quality Score of 61/100. 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 Phoenix Spree Deutschland Limited (PSDL)?
Phoenix Spree Deutschland Limited reported trailing-twelve-month revenue of about £22.7M (latest available figure, as of Jul 17, 2026).
What is the net profit margin of PSDL?
The net profit margin of Phoenix Spree Deutschland Limited is about -28.3%, meaning it is currently running at a net loss. 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.

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