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Tern Plc (TERN) Fair Value & Analysis

Financial Services · GB · Market cap 10.1M GBX

TP Tern Plc TERN · LSE
Price£0.0118
Fair Value£0.0085
Upside-28.0%
Quality29/100
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Weak Growth
Thin margins · 0.0% net margin
Low debt · negative free cash flow
Trails peers (2/8)
Narrow moat 10/100
Evidence: Low Share as image

Fair value as of: Jul 16, 2026

From 2 valuation models · updated 25 days ago

Share price +21.7% over the past month.

Below-average quality, and screening another 28% overvalued on our models.

What matters now

  • Weak quality (29/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

£0.2360 £0.0030 Fair Value £0.0085 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range £0.0030 – £0.2360 · the £0.0118 price screens above the £0.0085 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

Full chart & analysis →

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Analysis

Tern Plc (TERN) currently trades at £0.0118, while our model-based Fair Value estimate is £0.0085, implying the stock looks roughly 28.0% overvalued today. The Quality Score stands at 29/100 (below-average quality), in the Financial Services 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).

Trailing-twelve-month revenue stands at £29.4K. Revenue grew 171.4% year over year. It earns a return on equity of -19.7%. Fundamentals as of Jul 16, 2026

For context, the median of 10 Financial Services peers we cover trades at -12% fair-value upside, at -28%, TERN 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
P/B Multiple £0.0100 £0.0100 £0.0100 55
NCAV (Graham) £0.0100 £0.0100 50
All 2 models by family
Multiples
P/B Multiple £0.0100 £0.0100 £0.0100 55
Asset-Based
NCAV (Graham) £0.0100 £0.0100 50

Widest divergence: Multiples (£0.0100) versus Multiples (£0.0100). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 29.4K GBX
Revenue growth (YoY) +171%
Return on equity -19.7%
Free cash flow −1.1M GBX FY2025
Operating margin -2,868%
EPS growth (YoY) +653%
More key figures
Net debt 133K GBX FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 29/100

Of which business quality 29 · Market factors (momentum, volatility) 76

Profitability 0
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 60
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 89
Price trend over the last 3–12 months (market factor)
52W Momentum 85
Distance to the 52-week high (market factor)
Net Issuance 0
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

Tern Plc is a venture capital firm specializing in early-stage and growth capital investment. The firm typically invests in the software companies having IoT security, Artificial Intelligence (AI), Machine Learning (ML), Virtual/Augmented Reality (VR/AR) and Data Science, enablement and analytics solutions for the healthcare and industrial sectors.

Full company description

Tern Plc is a venture capital firm specializing in early-stage and growth capital investment. The firm typically invests in the software companies having IoT security, Artificial Intelligence (AI), Machine Learning (ML), Virtual/Augmented Reality (VR/AR) and Data Science, enablement and analytics solutions for the healthcare and industrial sectors. The firm primarily invest in companies based in United Kingdom. Tern Plc was founded on 18 May 2004 and it is based in London, the United Kingdom. Tern Plc formerly known as Silvermere Energy plc.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tern Plc reported revenue of £54.0K in FY2025 versus £6.1M in FY2021, a compound −69.3%/yr. Reported net income was −£5.1M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
£54.0K
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.
−52.1%
Avg. growth/yr (20Y) 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.
−4.5%
Revenue −69.3%/yr
FY21 £6.1M
FY22 −£8.3M
FY23 £199K
FY24 £17.4K
FY25 £54.0K
Net income
FY21 £4.6M
FY22 −£10.4M
FY23 −£12.6M
FY24 −£3.8M
FY25 −£5.1M

TERN screens 28% overvalued. Compare with Fondul Proprietatea SA →

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Cite: Fair Value Calculator (2026). "Tern Plc Fair Value". https://www.fairvalue-calculator.com/stock/TERN

Peer Group

Asset Management · 972 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 29 · Bottom 25%
Fair Value upside −28% · Below median
Return on assets -6% · Bottom 25%
Net margin (TTM) 0% · Below median
Revenue growth 237% · Top 25%

Valuation Multiples vs Asset Management median · lower = cheaper

P/B 1.97× · 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 100 · sector 6
PAST 0 · sector 26
HEALTH 100 · sector 95
DIVIDEND 0 · sector 69

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.

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 Asset Management stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Fondul Proprietatea SA FP $0.0420 $0.0800 +90%
BlackRock, Inc BLK $1,136 $465.75 -59%
Blackstone Inc BX $124.56 $16.35 -87%
Investor AB INVEB kr 423.70 kr 847.40 +100%
Brookfield Corporation BN C$62.45 C$10.12 -84%
KKR & Co KKR $100.94 $44.88 -56%
AB Industrivärden INDUA kr 532.50 kr 1,065 +100%
Jio Financial Services Limited JIOFIN ₹242.98 ₹40.19 -83%
Hedef Holding HEDEF 267.25 TRY 320.98 TRY +20%
Bajaj Holdings BAJAJHLDNG ₹10,398 ₹9,202 -12%

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Frequently asked questions

Is Tern Plc (TERN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of £0.0085 versus a price of £0.0118, about −28% (overvalued).
What is the fair value of TERN?
Our model-based fair value for Tern Plc is £0.0085 (as of Jul 16, 2026), built from audited fundamentals. The current price is £0.0118.
What is the quality score of TERN?
Tern Plc has a Quality Score of 29/100. 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 Tern Plc (TERN)?
Tern Plc reported trailing-twelve-month revenue of about £29.4K (latest available figure, as of Jul 16, 2026).
What is the net profit margin of TERN?
The net profit margin of Tern Plc is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. 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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