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Senior plc (SNR) Fair Value & Analysis

Industrials · GB · Market cap 1.2B GBX

SP Senior plc SNR · LSE
Price£2.89
Fair Value£1.21
Upside-58.1%
Quality63/100
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Mixed Growth
Loss-making · -0.6% net margin
Low debt · generates free cash flow
1.04% dividend yield
Trails peers (3/14)
Narrow moat 28/100
Evidence: High Range £0.7500 – £1.67 Share as image

Fair value as of: Jul 14, 2026

From 25 valuation models · updated 26 days ago

Fair value updated Jul 14, 2026, revised from £1.20 to £1.21 (+0.8%) since Jun 24, 2026. Share price +1.2% over the past month.

A solid business, but screening 58% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (£1.67). The favourable scenario is already priced in.
  • Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (£0.7500 to £1.67) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

£3.06 £0.9575 Fair Value £1.21 May 2021 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 £0.9575 – £3.06 · fair‑value band £0.7500 – £1.67 · the £2.89 price screens above the £1.21 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

Senior plc (SNR) currently trades at £2.89, while our model-based Fair Value estimate is £1.21, implying the stock looks roughly 58.1% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Industrials 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: high).

Over the trailing twelve months, Senior plc generated revenue of £738M at a net margin of -0.6%. Revenue grew 2.6% year over year. It earns a return on equity of 6.4%. Net debt stands at £117M. Fundamentals as of Jul 14, 2026

Our scenario range runs from £0.7500 (bear case) to £1.67 (bull case); at £2.89, 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 Industrials peers we cover trades at -59% fair-value upside, at -58%, SNR 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 BearBaseBull Evidence
Highest evidence
Growth DCF £0.6000 £0.8200 £1.07 80
Residual Income £0.7200 £0.7500 £0.7700 76
Rev-Margin DCF £0.7700 £1.24 £1.75 74
All 25 models by family
DCF Models
FCF DCF £0.5900 £0.8200 £1.11 38
Owner Earnings £0.4900 £0.6900 £0.9400 31
5Y Revenue Exit £0.7700 £1.24 £1.82 39
5Y EBITDA Exit £1.13 £1.88 £2.72 41
5Y P/E Exit £0.7500 £1.22 £1.68 38
10Y Revenue Exit £0.6600 £1.04 £1.51 36
10Y EBITDA Exit £0.8900 £1.43 £2.11 37
10Y P/E Exit £0.6800 £1.03 £1.41 35
Earnings-Based
Graham-Dodd £0.4900 £1.11 £1.43 54
PEG = 1.0 £0.1900 £0.2700 £0.3500 46
EPV £0.7000 £0.8100 £0.9000 59
Dividend Discount
Gordon GGM £0.1900 £0.3000 £0.3900 70
DDM Multi-Stage £0.1900 £0.2700 £0.3400 61
Multiples
P/E Multiple £1.12 £1.50 £1.87 63
P/S Multiple £0.9100 £1.21 £1.52 58
P/B Multiple £0.9100 £1.21 £1.52 55
EV/EBIT £1.39 £1.89 £2.39 53
EV/EBITDA £1.76 £2.38 £3.00 54
EV/Revenue £0.9600 £1.42 £1.88 43
Asset-Based
NCAV (Graham) £0.4600 £0.6200 £0.9200 50
Growth DCF
Growth DCF £0.6000 £0.8200 £1.07 80
Rev-Margin DCF £0.7700 £1.24 £1.75 74
Economic Profit
Residual Income £0.7200 £0.7500 £0.7700 76
ROIC Compounder £0.7000 £0.8100 £0.9000 72
Growth Earnings
Growth-Adj P/E £0.8400 £1.21 £1.57 68

Widest divergence: Multiples (£1.42) versus Dividend Discount (£0.2700). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 738M GBX
Revenue growth (YoY) +2.6%
Net margin -0.6%
Return on equity 6.4%
Free cash flow 32.4M GBX FY2025
P/E ratio 48.1
More key figures
Operating margin 7.3%
EPS (TTM) £0.0600
Dividend yield 1.0%
EPS growth (YoY) +33.7%
Net debt 117M GBX FY2025

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

Quality Score breakdown

Overall quality 63/100

Of which business quality 62 · Market factors (momentum, volatility) 74

Profitability 42
Margins and returns on capital today
Quality Growth 52
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 96
Disciplined investing over empire-building
Low Volatility 61
Calm price path (market factor)
Momentum 72
Price trend over the last 3–12 months (market factor)
52W Momentum 92
Distance to the 52-week high (market factor)
Net Issuance 97
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

Senior plc designs, manufactures, and sells high-technology components and systems for the original equipment manufacturers in the aerospace, defense, land vehicle, and power and energy markets in the United States, the United Kingdom, and internationally. It operates in two segments, Aerospace and Flexonics.

Full company description

Senior plc designs, manufactures, and sells high-technology components and systems for the original equipment manufacturers in the aerospace, defense, land vehicle, and power and energy markets in the United States, the United Kingdom, and internationally. It operates in two segments, Aerospace and Flexonics. The company offers fluid conveyance and thermal management components and sub-systems for fixed-wing and rotary aircraft, aero-engines, spacecraft and a variety of other industrial applications, as well as complex precision-machined parts used for conventional and advanced land vehicle propulsion systems, petrochemical, renewable energy and various other industrial applications. Its fluid conveyance system products include high- and low-pressure ducting systems; bellows, gimbals, flexible joints and couplings; control bellows, sensors and assemblies; thermal management solutions, including metallic insulation and electronics cooling plates; and high-pressure hydraulic fittings and fuel fittings, as well as gas turbine engines comprising fluid systems ducting and control products. The company also provides land vehicle emission control and propulsion, such as exhaust gas recirculation coolers, fuel mixing and distribution components, exhaust flex connectors, flexible couplings, battery thermal management systems and cooling plates, power electronics cooling, common rails, and various fluid conveyance systems for heavy-duty vehicles. In addition, it offers industrial process control which includes engineered expansion joints, dampers and diverters; flexible hose assemblies and control bellows; fuel cell components and heat exchangers; and precision-machined components for oil and gas drilling applications. The company was formerly known as Senior Engineering Group plc and changed its name to Senior plc in 1999. Senior plc was founded in 1836 and is headquartered in Rickmansworth, the United Kingdom.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Senior plc reported revenue of £738M in FY2025 versus £659M in FY2021, a compound +2.9%/yr. Reported net income was £29.4M in FY2025, compounding +5.0%/yr from FY2021.

Growth Quality 55/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
£738M
Avg. growth/yr (3Y)
+14.0%
Avg. growth/yr (5Y)
−2.5%
Avg. growth/yr (39Y)
+5.9%
Revenue +2.9%/yr
FY21 £659M
FY22 £848M
FY23 £964M
FY24 £977M
FY25 £738M
Net income +5.0%/yr
FY21 £24.2M
FY22 £20.2M
FY23 £31.1M
FY24 £25.9M
FY25 £29.4M

SNR screens 58% overvalued. Compare with General Electric Company →

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Cite: Fair Value Calculator (2026). "Senior plc Fair Value". https://www.fairvalue-calculator.com/stock/SNR

Peer Group

Aerospace & Defense · 226 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 −58% · Below median
Return on equity (TTM) 6% · Below median
Return on assets 4% · Below median
Net margin (TTM) -1% · Bottom 25%
Operating margin (TTM) 7% · Below median
Revenue growth 3% · Below median
Dividend yield (TTM) 1.0% · Above median
Debt / equity 0.33× · Higher than median

Valuation Multiples vs Aerospace & Defense median · lower = cheaper

P/E (TTM) 48.1× · Pricier than median
P/B 4.23× · Pricier than median
P/S (TTM) 2.18× · Cheaper than median
P/FCF 49.7× · Pricier than 75% of peers
EV/EBITDA 21.8× · 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 0 · sector 0
FUTURE 13 · sector 46
PAST 26 · sector 38
HEALTH 84 · sector 94
DIVIDEND 21 · sector 15

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

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Weapons Defense

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
General Electric Company GE $381.22 $116.71 -69%
RTX Corporation RTX $195.93 $88.37 -55%
Airbus SE 1AIR €213.25 €86.20 -60%
The Boeing Company BA $217.11 $48.20 -78%
China CSSC Holdings 600150 ¥34.31 ¥21.90 -36%
HD Hyundai Heavy Industries Co 329180 466,000 KRW 272,966 KRW -41%
Hanwha Aerospace Co 012450 967,000 KRW 573,468 KRW -41%
ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS 337.50 TRY 130.70 TRY -61%
Saab AB SAABB kr 520.40 kr 212.84 -59%
Kongsberg Gruppen ASA KOG kr 277.50 kr 106.93 -61%

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Frequently asked questions

Is Senior plc (SNR) overvalued or undervalued?
As of Jul 14, 2026, our model estimates a fair value of £1.21 versus a price of £2.89, about −58% (overvalued).
What is the fair value of SNR?
Our model-based fair value for Senior plc is £1.21 (as of Jul 14, 2026), built from audited fundamentals. The current price is £2.89.
What is the quality score of SNR?
Senior plc has a Quality Score of 63/100. 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 Senior plc (SNR)?
Senior plc reported trailing-twelve-month revenue of about £738M (latest available figure, as of Jul 14, 2026).
What is the net profit margin of SNR?
The net profit margin of Senior plc is about -0.6%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Senior plc pay a dividend?
Senior plc currently shows a dividend yield of about 1.05% 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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