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Universal Partners Ltd (UPL) Fair Value & Analysis

Financial Services · ZA · Market cap 1.3B ZAC

UP Universal Partners Ltd UPL · JSE
Price from Jul 21, 2026R18.09
Fair ValueR21.94
Upside+21.3%
Quality47/100
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Weak Growth
Thin margins · 0.0% net margin
Low debt · negative free cash flow
Trails peers (3/10)
Narrow moat 13/100
Evidence: Low Range R16.45 – R27.42 Share as image

Fair value as of: Aug 19, 2026

From 2 valuation models · updated today

Fair value updated Aug 19, 2026, revised from R1.00 to R21.94 (+2,094.0%) since Aug 13, 2026. Share price +0.1% over the past month.

Below-average quality, screening 21% undervalued on our models.

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What matters now

  • Solid quality (47/100) at a price below fair value, the discount is the argument here, not the business quality.
  • 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)

R2,500 R14.50 Fair Value R21.94 Dec 2019 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 19, 2026.

How to read this chart

60‑month range R14.50 – R2,500 · fair‑value band R16.45 – R27.42 · the R18.09 price screens below the R21.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 19, 2026.

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Analysis

Universal Partners Ltd (UPL) currently trades at R18.09, while our model-based Fair Value estimate is R21.94, implying the stock looks roughly 21.3% undervalued today. The Quality Score stands at 47/100 (below-average 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: low), always confirm before acting.

Trailing-twelve-month revenue stands at 7.3K ZAR. Revenue declined 15.4% year over year. It earns a return on equity of -0.9%. Net debt stands at 5.5M ZAR. Fundamentals as of Aug 19, 2026

Our scenario range runs from R16.45 (bear case) to R27.42 (bull case); at R18.09, the current price sits within 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. The share trades about 14% below its 52-week high and 29% above its 52-week low. For context, the median of 10 Financial Services peers we cover trades at -33% fair-value upside, at 21%, UPL 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 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 R0.7500 R1.00 R1.25 55
NCAV (Graham) R0.5900 R0.7900 R1.18 50
All 2 models by family
Multiples
P/B Multiple R0.7500 R1.00 R1.25 55
Asset-Based
NCAV (Graham) R0.5900 R0.7900 R1.18 50

Widest divergence: Multiples (R1.00) versus Asset-Based (R0.7900). Highest evidence: P/B Multiple (55).

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Key figures & financial health

Revenue (TTM) 7.3K ZAC
Revenue growth (YoY) -15.4%
Return on equity -0.9%
Free cash flow −2.2M ZAC FY2025
Operating margin -21,572%
EPS (TTM) R-0.2300
More key figures
EPS growth (YoY) -97.2%
Net debt 5.5M ZAC FY2025

Figures from reported company fundamentals · as of Aug 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 47/100

Of which business quality 45 · Market factors (momentum, volatility) 34

Profitability 0
Margins and returns on capital today
Quality Growth 29
Are margins and returns improving?
Cashflow 25
Earnings quality: real cash, not paper profit
Fin. Strength 66
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 9
Distance to the 52-week high (market factor)
Net Issuance 81
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

Universal Partners Limited operates as an investment holding company in the United Kingdom and Europe. The company provides workforce management solutions; provides recruitment services in the data, software, cloud infrastructure, and cyber security markets under the Xcede brand; and global energy recruitment services under the EarthStream brand.

Full company description

Universal Partners Limited operates as an investment holding company in the United Kingdom and Europe. The company provides workforce management solutions; provides recruitment services in the data, software, cloud infrastructure, and cyber security markets under the Xcede brand; and global energy recruitment services under the EarthStream brand. It also engages in the operation of a dental care platform and credit investing and lending activities. Additionally, the company engages in the development of toilets under the Propelair name. Universal Partners Limited was incorporated in 2016 and is based in Grand Baie, Mauritius.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Universal Partners Ltd reported revenue of R287K in FY2025 versus R684K in FY2021, a compound −19.5%/yr. Reported net income was −R8.4M in FY2025.

Growth Quality 0/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
287K ZAR
Latest YoY
−78.9%
Avg. growth/yr (3Y) 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.
−33.1%
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.
−4.4%
Avg. growth/yr (8Y) 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.
−3.7%
Revenue −19.5%/yr
FY21 R684K
FY22 R959K
FY23 R2.0M
FY24 R1.4M
FY25 R287K
Net income
FY21 R25.9M
FY22 R14.0M
FY23 −R3.1M
FY24 −R279K
FY25 −R8.4M

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Cite: Fair Value Calculator (2026). "Universal Partners Ltd Fair Value". https://www.fairvalue-calculator.com/stock/UPL.JSE

Peer Group

Asset Management · 706 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 46 · Bottom 25%
Fair Value upside +21% · Above median
Return on assets -9% · Bottom 25%
Net margin (TTM) 0% · Below median
Revenue growth -15% · Bottom 25%
Dividend yield (TTM) 0.6% · Bottom 25%
Debt / equity 0.07× · Lower than median

Valuation Multiples vs Asset Management median · lower = cheaper

P/B 0.95× · Pricier than median
EV/EBITDA 6.1× · Cheaper 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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE62 · sector 38
FUTURE0 · sector 13
PAST0 · sector 24
HEALTH97 · sector 95
DIVIDEND11 · sector 77

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 Aug 19, 2026).

Stock Price Fair Value vs Fair Value
BlackRock, Inc BLK $1,161 $465.75 -60%
Blackstone Inc BX $146.41 $52.88 -64%
Investor AB INVEB kr 417.90 kr 835.80 +100%
AB Industrivärden INDUA kr 544.00 kr 375.93 -31%
ICICIAMC ICICIAMC ₹3,077 ₹1,132 -63%
Hedef Holding HEDEF 267.25 TRY 321.44 TRY +20%
Jio Financial Services Limited JIOFIN ₹256.05 ₹171.84 -33%
Bajaj Holdings BAJAJHLDNG ₹11,294 ₹11,257 -0%
HDFC Asset Management Company HDFCAMC ₹2,490 ₹866.78 -65%
Nippon Life Asset Management Limited NAMINDIA ₹1,182 ₹311.00 -74%

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Frequently asked questions

Is Universal Partners Ltd (UPL) overvalued or undervalued?
As of Aug 19, 2026, our model estimates a fair value of R21.94 versus the last price from Jul 21, 2026 of R18.09, about +21% (undervalued).
What is the fair value of UPL?
Our model-based fair value for Universal Partners Ltd is R21.94 (as of Aug 19, 2026), built from audited fundamentals. Last price (from Jul 21, 2026): R18.09.
What is the quality score of UPL?
Universal Partners Ltd has a Quality Score of 47/100. 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 Universal Partners Ltd (UPL)?
Universal Partners Ltd reported trailing-twelve-month revenue of about 7.3K ZAR (latest available figure, as of Aug 19, 2026).
What is the net profit margin of UPL?
The net profit margin of Universal Partners Ltd 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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