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Stoneweg Europe Stapled Trust (SEB) Fair Value & Analysis

Real Estate · SG · Market cap 1.3B SGD

SE Stoneweg Europe Stapled Trust SEB · SG
Price2.32 SGD
Fair Value2.51 SGD
Upside+8.2%
Quality61/100
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Evidence: High Range 2.51 SGD – 2.59 SGD

Fair value as of: Jul 4, 2026

From 18 valuation models · updated today

Share price +0.9% over the past month.

Price vs Fair Value (12 months)

2.49 SGD 2.10 SGD Fair Value 2.51 SGD Jul 2025 Jul 2026

12‑month range 2.10 SGD – 2.49 SGD · fair‑value band 2.51 SGD – 2.59 SGD · the 2.32 SGD price screens below the 2.51 SGD fair value. As of Jul 4, 2026.

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Analysis

Stoneweg Europe Stapled Trust (SEB) currently trades at 2.32 SGD, while our model-based Fair Value estimate is 2.51 SGD — implying the stock looks roughly 8.2% undervalued today. We read business quality at 61/100 (solid quality), in the Real Estate 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, Stoneweg Europe Stapled Trust generated revenue of 215M SGD at a net margin of 36.8%. Revenue grew 0.5% year over year. It earns a return on equity of 6.6%. Net debt stands at 877M SGD. Fundamentals as of Jul 4, 2026

Key figures & financial health

Revenue (TTM) 215M SGD
Revenue growth (YoY) +0.5%
Net margin 36.8%
Return on equity 6.6%
Free cash flow 41.6M SGD FY2025
P/E ratio 11.6
More key figures
Operating margin 57.1%
EPS (TTM) 0.2000 SGD
Dividend yield 6.0%
EPS growth (YoY) +930%
Net debt 877M SGD FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 4, 2026. TTM = trailing twelve months.

About the company

Stoneweg Europe Stapled Trust is a stapled group comprising Stoneweg European Real Estate Investment Trust and Stoneweg European Business Trust. SERT is a growth-ready European logistics and data center platform with resilient income and a clear path to long-term value creation, backed by a well-aligned sponsor ecosystem. SERT aims to provide sustainable distributions through active asset management and a disciplined approach to portfolio construction. SERT has a principal means to invest, directly or indirectly, in income-producing commercial real estate assets across Europe. SERT is strategically focused on its highest-conviction sectors - logistics and data centres - while selectively pursuing value add redevelopment opportunities to enhance portfolio quality and earnings resilience. At present, SERT has approximately 90% exposure to Western Europe and approximately 60% exposure to the logistics, light industrial and data center sectors, with a medium-term goal of increasing its …

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Stoneweg Europe Stapled Trust reported revenue of 215M SGD in FY2025 versus 222M SGD in FY2022, a compound −1.1%/yr. Reported net income was 79.0M SGD in FY2025, compounding +23.5%/yr from FY2022.

Revenue −1.1%/yr
FY22 222M SGD
FY23 216M SGD
FY24 213M SGD
FY25 215M SGD
Net income +23.5%/yr
FY22 41.9M SGD
FY23 −73.9M SGD
FY24 35.5M SGD
FY25 79.0M SGD

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Frequently asked questions

Is Stoneweg Europe Stapled Trust (SEB) undervalued?
As of Jul 4, 2026, our model estimates a fair value of 2.51 SGD versus a price of 2.32 SGD — about +8% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SEB?
Our model-based fair value for Stoneweg Europe Stapled Trust is 2.51 SGD (as of Jul 4, 2026), built from audited fundamentals. The current price is 2.32 SGD.
What is the quality score of SEB?
Stoneweg Europe Stapled Trust has a Quality Score of 61/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Stoneweg Europe Stapled Trust (SEB)?
Stoneweg Europe Stapled Trust reported trailing-twelve-month revenue of about 215M SGD (latest available figure, as of Jul 4, 2026).
What is the net profit margin of SEB?
The net profit margin of Stoneweg Europe Stapled Trust is about 36.8%, meaning it keeps roughly 36.8% of revenue as net income. Based on the latest reported figures.
Does Stoneweg Europe Stapled Trust pay a dividend?
Stoneweg Europe Stapled Trust currently shows a dividend yield of about 6.02% relative to its recent price (as of Jul 4, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.