Obermatt

Big Yellow

LSE:BYG · GB0002869419
Real Estate Management & DevelopmentMedium

360

35
EV / EBIT93
Price / Owner Earnings1
Owner Earnings Yield4
Dividend Yield84
Price/Sales38
EV / Gross Profit65
Price/Book57
Return on Capital39
Cash Return on Capital8
Return on Equity33
EBIT Margin62
Gross Profitability26
Cash Conversion43
Accruals36
Owner Earnings Margin8
Sales growth56
Profit Growth60
Long-Term EPS Growth66
Owner Earnings Growth8
Reinvestment12
Price momentum41
Debt load100
Refinancing32
Debt Payback7
Liquidity85
Analyst ratings38
Opinion Changes50
Price Target Upside88
Market mood52
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Big Yellow clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryReal Estate Management & Development
SizeMedium
TypePublic Company
ExchangeLSE
Founded1998
Employees275
ISINGB0002869419
Last UpdateApr 2, 2026

Description

Analysis

Weak and unloved

Big Yellow Group Plc is weak and unloved: below-average business metrics and a price that reflects that disappointment.

The price is expensive. You pay 65.0× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 22% yearly growth; analysts expect 5%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is tepid and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
82
2023202420252026

All-time high

100

Mar 2026

All-time low

45

Jan 2023

Average rank

83

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
38
34
21
21
Price/Earnings
51
48
38
28
Price/Book
57
66
32
25
Dividend Yield
84
80
67
63
Value (overall)
65
55
32
28

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →