Yü Group (YU) Fair Value & Analysis
Utilities · GB · Market cap 284M GBX
Fair value as of: Jul 19, 2026
From 26 valuation models · updated 22 days ago
Share price +7.0% over the past month.
A solid business, screening 127% undervalued on our models.
What matters now
- The price is below even our cautious bear case (£27.96). The market is more pessimistic than our downside scenario.
- The model range is unusually wide (£27.96 to £104.97). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid quality (58/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range £1.41 – £17.72 · fair‑value band £27.96 – £104.97 · the £16.40 price screens below the £37.28 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Yü Group (YU) currently trades at £16.40, while our model-based Fair Value estimate is £37.28, implying the stock looks roughly 127.3% undervalued today. The Quality Score stands at 58/100 (solid quality), in the Utilities 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, Yü Group generated revenue of £700M at a net margin of 5.1%. Revenue grew 8.0% year over year. It earns a return on equity of 42.7%. The balance sheet holds a net cash position of £94.7M. Fundamentals as of Jul 19, 2026
Our scenario range runs from £27.96 (bear case) to £104.97 (bull case); at £16.40, the current price sits below 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 Utilities peers we cover trades at -48% fair-value upside, at 127%, YU 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.
All 26 models by family
Widest divergence: Growth Earnings (£90.59) versus Asset-Based (£3.78). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 60 · Market factors (momentum, volatility) 60
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
Yü Group PLC, through its subsidiaries, supplies energy and utility solutions primarily in the United Kingdom. The company operates through Retail, Smart, and Metering Assets segments. It supplies electricity, gas, and water.
Full company description
Yü Group PLC, through its subsidiaries, supplies energy and utility solutions primarily in the United Kingdom. The company operates through Retail, Smart, and Metering Assets segments. It supplies electricity, gas, and water. The company also provides engineering and related services for the installation and maintenance of smart and other meters, gas shipping services, energy software, and software systems research and development services; owns and rents smart metering assets; and supplies green electricity and carbon neutral gas. It serves micro, small, and medium-sized enterprises; industrial and commercial companies; third party intermediaries; and other partners. The company was formerly known as Yoda Newco 1 Limited and changed its name to Yü Group PLC in February 2016. Yü Group PLC was incorporated in 2016 and is based in Nottingham, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yü Group reported revenue of £700M in FY2025 versus £155M in FY2021, a compound +45.7%/yr. Reported net income was £35.9M in FY2025, compounding +68.5%/yr from FY2021.
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Peer Group
Utilities - Diversified · 51 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.
Valuation Multiples vs Utilities - Diversified median · lower = cheaper
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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Utilities - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Iberdrola, S.A IBE | €21.25 | €9.34 | -56% |
| Enel SpA ENEL | €10.28 | €5.83 | -43% |
| Engie SA 1ENGI | €26.59 | €17.39 | -35% |
| Sempra SRE | $93.15 | $47.77 | -49% |
| E.ON SE EOAN | €19.34 | €11.71 | -39% |
| RWE Aktiengesellschaft generates and 1RWE | €56.52 | €29.64 | -48% |
| ACWA Power Company 2082 | 198.20 SAR | 25.38 SAR | -87% |
| Brookfield Infrastructure Partners L.P. BIPUN | C$55.05 | C$17.66 | -68% |
| EnBW Energie Baden-Württemberg AG EBK | €69.00 | €21.11 | -69% |
| EDP, S.A EDP | €4.41 | €3.81 | -14% |
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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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