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STS Global Income & Growth Trust plc (STS) Fair Value & Analysis

Financial Services · GB · Market cap 256M GBX

SG STS Global Income & Growth Trust plc STS · LSE
Price£2.26
Fair Value£3.66
Upside+61.9%
Quality97/100
Evidence: High Range £2.75 – £4.58

Fair value as of: Jun 26, 2026

From 21 valuation models · updated 3 days ago

Share price −1.7% over the past month.

Price vs Fair Value (12 months)

£2.44 £2.16 Fair Value £3.66 Jun 2025 Jun 2026

12‑month range £2.16 – £2.44 · fair‑value band £2.75 – £4.58 · the £2.26 price screens below the £3.66 fair value. As of Jun 26, 2026.

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Analysis

STS Global Income & Growth Trust plc (STS) currently trades at £2.26, while our model-based Fair Value estimate is £3.66 — implying the stock looks roughly 61.9% undervalued today. We read business quality at 97/100 (high quality), in the Financial 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, STS Global Income & Growth Trust plc generated revenue of £28.4M at a net margin of 87.1%. Revenue declined 42.3% year over year. It earns a return on equity of 8.5%. Net debt stands at £11.8M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 28.4M GBX
Revenue growth (YoY) -42.3%
Net margin 87.1%
Return on equity 8.5%
Free cash flow 47.6M GBX FY2025
P/E ratio 19.6
More key figures
Operating margin 86.1%
EPS (TTM) £0.2000
Dividend yield 3.7%
EPS growth (YoY) -44.2%
Net debt 11.8M GBX FY2026

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

STS Global Income & Growth Trust plc is a closed-ended equity mutual fund launched and managed by Martin Currie Fund Management Limited. It is co-managed by Martin Currie Investment Management Limited. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in stocks of large-cap companies with market capitalizations over £1 billion. It benchmarks the performance of its portfolio against the MSCI World High Dividend Yield Index. STS Global Income & Growth Trust plc was formed on June 28, 2005 and is domiciled in the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

STS Global Income & Growth Trust plc reported revenue of £32.5M in FY2025 versus £49.7M in FY2021, a compound −10.1%/yr. Reported net income was £30.1M in FY2025, compounding −11.0%/yr from FY2021.

Revenue −10.1%/yr
FY21 £49.7M
FY22 £35.1M
FY23 −£3.2M
FY24 £13.4M
FY25 £32.5M
Net income −11.0%/yr
FY21 £48.1M
FY22 £33.9M
FY23 −£4.4M
FY24 £10.4M
FY25 £30.1M

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Frequently asked questions

Is STS Global Income & Growth Trust plc (STS) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £3.66 versus a price of £2.26 — about +62% (undervalued). Model-based estimate, not financial advice.
What is the fair value of STS?
Our 21-model fair value for STS Global Income & Growth Trust plc is £3.66 (as of Jun 26, 2026), built from audited fundamentals. The current price is £2.26.
What is the quality score of STS?
STS Global Income & Growth Trust plc has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of STS Global Income & Growth Trust plc (STS)?
STS Global Income & Growth Trust plc reported trailing-twelve-month revenue of about £28.4M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of STS?
The net profit margin of STS Global Income & Growth Trust plc is about 87.1%, meaning it keeps roughly 87.1% of revenue as net income. Based on the latest reported figures.
Does STS Global Income & Growth Trust plc pay a dividend?
STS Global Income & Growth Trust plc currently shows a dividend yield of about 3.68% relative to its recent price (as of Jun 26, 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.