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S&U plc (SUS) Fair Value & Analysis

Financial Services · GB · Market cap 235M GBX

SU S&U plc SUS · LSE
Price£19.75
Fair Value£20.25
Upside+2.5%
Quality97/100
Evidence: High Range £16.76 – £25.32

Fair value as of: Jun 26, 2026

From 16 valuation models · updated 3 days ago

Fair value updated Jun 26, 2026 — revised from £20.09 to £20.25 (+0.8%) since Jun 24, 2026. Share price −2.2% over the past month.

Price vs Fair Value (12 months)

£23.63 £15.96 Fair Value £20.25 Jun 2025 Jun 2026

12‑month range £15.96 – £23.63 · fair‑value band £16.76 – £25.32 · the £19.75 price screens below the £20.25 fair value. As of Jun 26, 2026.

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Analysis

S&U plc (SUS) currently trades at £19.75, while our model-based Fair Value estimate is £20.25 — implying the stock looks roughly 2.5% 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, S&U plc generated revenue of £80.1M at a net margin of 29.6%. Revenue grew 43.3% year over year. It earns a return on equity of 9.7%. Net debt stands at £242M. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 80.1M GBX
Revenue growth (YoY) +43.3%
Net margin 29.6%
Return on equity 9.7%
Free cash flow −36.7M GBX FY2026
P/E ratio 9.9
More key figures
Operating margin 37.8%
EPS (TTM) £1.95
Dividend yield 5.8%
EPS growth (YoY) +45.1%
Net debt 242M GBX FY2026

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

About the company

S&U plc, together with its subsidiaries, provides motor, property bridging, and specialist finance services in the United Kingdom. It operates through Motor Finance and Property Bridging Finance. The company was incorporated in 1938 and is based in Solihull, the United Kingdom.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

S&U plc reported revenue of £107M in FY2026 versus £87.9M in FY2022, a compound +5.1%/yr. Reported net income was £23.7M in FY2026, compounding −11.1%/yr from FY2022.

Revenue +5.1%/yr
FY22 £87.9M
FY23 £103M
FY24 £100M
FY25 £97.5M
FY26 £107M
Net income −11.1%/yr
FY22 £38.0M
FY23 £33.7M
FY24 £25.4M
FY25 £17.9M
FY26 £23.7M

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Similar stocks

6 more Credit Services stocks, each showing price versus our Fair Value estimate (as of Jun 26, 2026).

Stock Price Fair Value vs Fair Value
Visa Inc V 5,663 MXN 229.36 MXN -96%
Mastercard Incorporated MA C$29.95 C$17.76 -41%
M4I M4I €430.50 €368.29 -14%
American Express Company AXP C$28.87 C$24.27 -16%
Capital One Financial Corporation COF $177.63 $125.08 -30%
Bajaj Finance Limited BAJFINANCE ₹889.40 ₹559.13 -37%

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Frequently asked questions

Is S&U plc (SUS) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £20.25 versus a price of £19.75 — about +3% (undervalued). Model-based estimate, not financial advice.
What is the fair value of SUS?
Our 21-model fair value for S&U plc is £20.25 (as of Jun 26, 2026), built from audited fundamentals. The current price is £19.75.
What is the quality score of SUS?
S&U plc has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of S&U plc (SUS)?
S&U plc reported trailing-twelve-month revenue of about £80.1M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of SUS?
The net profit margin of S&U plc is about 29.6%, meaning it keeps roughly 29.6% of revenue as net income. Based on the latest reported figures.
Does S&U plc pay a dividend?
S&U plc currently shows a dividend yield of about 5.80% 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.