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Big Yellow Group Plc (BYG.L)

GBp875.00 +5.00 (+0.57%)
GB LSE Real Estate REIT - Industrial
Address Unit 2, The Deans GU19 5AT
Bagshot, GB
CEO James Ernest Gibson
IPO 2000-05-07
ISIN GB0002869419

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Also trades on London Stock Exchange · BYG.L (GBp) Other OTC · BYLOF (USD)
Description

Big Yellow stands as the preeminent self-storage provider across the United Kingdom. The company currently manages a portfolio of 103 facilities, which includes a 20% stake in 25 sites operating under the Armadillo Self Storage brand. Furthermore, Big Yellow has plans for 11 new development sites, with planning approval already secured for eight of these. The existing platform, encompassing the Armadillo locations, offers a maximum lettable area of 6.0 million square feet, projected to reach approximately 6.8 million square feet once all planned developments are fully realized. Valuewise, 98% of Big Yellow's properties are either freehold or held on long leasehold terms, with the remaining 2% on short leaseholds. The Group has spearheaded the development of advanced self-storage solutions, integrating state-of-the-art technology within highly visible, easily reachable main road sites. This strategic emphasis on prominent locations, alongside exceptional customer service and a market-leading digital platform, has solidified Big Yellow's position as the most recognized brand within the UK self-storage sector.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
GBp875.00 +5.00 (+0.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
865.5K
Beta
0.93
Float Shares
185.99M
Free Float %
94.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.05% -6.93% -12.97% -22.37% -25.64% -22.37% -20.08% -30.30% -37.73% -1.58% +503.49%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
875.00
DCF (Unlevered) 598.74 -31.6%
DCF (Levered) 128.39 -85.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 7 0
Hold 3 0
Sell 2 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.08
Safe zone
Piotroski F-Score
3 / 9
Average
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
  • Revenue growth
    +2.2% Q1'26: +3.9% (vs Q1'24)
  • EPS growth
    -38.8% Q1'26: -58.1% (vs Q1'24)
  • FCF margin
    Q1'26: +10.6% (vs Q1'24)
  • EBIT margin
    Q1'26: +62.2% (vs Q1'24)
  • ROIC
    Q1'26: +8.2% (vs Q1'24)
  • Share dilution
    +0.3% Q1'26: +0.3% (vs Q1'24)
  • Debt / EBITDA
    3.78× Q1'26: 1.90× (vs Q1'24)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.12) × ERP
WACC = 76% × Ke + 24% × Kd (4.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 592.10 Current price: 875.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2011
actual
Mar 2012
actual
Mar 2013
actual
Mar 2014
actual
Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
8 Rev. Ana.
10 EPS Ana.
Mar 2027
8 Rev. Ana.
10 EPS Ana.
Mar 2028
6 Rev. Ana.
8 EPS Ana.
Mar 2029
2 Rev. Ana.
3 EPS Ana.
Mar 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
61.89M
est: 58.35M (+6.1%)
65.66M
est: 55.22M (+18.9%)
69.67M
est: 64.52M (+8.0%)
73.04M
est: 71.15M (+2.7%)
87.79M
est: 82.09M (+6.9%)
101.79M
est: 98.27M (+3.6%)
109.71M
est: 105.80M (+3.7%)
117.33M
est: 116.81M (+0.4%)
125.81M
est: 126.14M (-0.3%)
129.31M
est: 129.83M (-0.4%)
135.24M
est: 134.70M (+0.4%)
171.32M
est: 164.15M (+4.4%)
188.83M
est: 181.73M (+3.9%)
199.62M
est: 194.96M (+2.4%)
204.50M
est: 199.33M (+2.6%)
200.21M
197.25M – 205.64M
+0.4% YoY
206.72M
203.10M – 217.55M
+3.3% YoY
220.21M
216.23M – 228.52M
+6.5% YoY
224.69M
220.69M – 234.76M
+2.0% YoY
248.45M
244.02M – 259.58M
+10.6% YoY
EBITDA
17.92M
est: -2.62M (+783.6%)
-22.95M
est: -1.77M (-1,197.9%)
45.05M
est: -59.26M (+176.0%)
41.88M
est: 22.69M (+84.5%)
53.42M
est: 59.93M (-10.9%)
61.89M
est: 91.36M (-32.3%)
112.52M
est: 98.37M (+14.4%)
73.43M
est: 98.92M (-25.8%)
136.39M
est: 117.27M (+16.3%)
104.42M
est: 125.41M (-16.7%)
272.77M
est: 86.15M (+216.6%)
708.26M
est: 88.01M (+704.7%)
122.46M
est: 86.47M (+41.6%)
266.58M
est: 85.50M (+211.8%)
222.32M
est: 96.17M (+131.2%)
186.14M
183.38M – 191.18M
+93.6% YoY
192.19M
188.83M – 202.25M
+3.3% YoY
204.73M
201.03M – 212.45M
+6.5% YoY
208.90M
205.18M – 218.26M
+2.0% YoY
230.98M
226.87M – 241.33M
+10.6% YoY
EBIT
18.23M
est: 25.88M (-29.6%)
-24.35M
est: 16.85M (-244.6%)
44.16M
est: -17.10M (+358.2%)
71.16M
est: 52.93M (+34.4%)
115.94M
est: 78.36M (+47.9%)
124.11M
est: 91.10M (+36.2%)
110.10M
est: 98.09M (+12.2%)
144.59M
est: 108.30M (+33.5%)
136.93M
est: 116.94M (+17.1%)
102.43M
est: 120.36M (-14.9%)
270.69M
est: 104.06M (+160.1%)
705.80M
est: 106.31M (+563.9%)
120.00M
est: 104.45M (+14.9%)
263.98M
est: 103.28M (+155.6%)
219.78M
est: 184.72M (+19.0%)
185.62M
182.87M – 190.65M
+0.5% YoY
191.65M
188.30M – 201.69M
+3.3% YoY
204.16M
200.46M – 211.86M
+6.5% YoY
208.31M
204.60M – 217.65M
+2.0% YoY
230.33M
226.23M – 240.66M
+10.6% YoY
Net Income
6.90M
est: 11.28M (-38.8%)
-35.55M
est: 7.22M (-592.4%)
31.88M
est: -38.53M (+182.7%)
59.55M
est: 35.18M (+69.3%)
105.59M
est: 68.67M (+53.8%)
112.00M
est: 121.85M (-8.1%)
99.51M
est: 118.50M (-16.0%)
133.54M
est: 108.24M (+23.4%)
126.50M
est: 148.88M (-15.0%)
92.58M
est: 132.43M (-30.1%)
265.19M
est: 93.32M (+184.2%)
697.27M
est: 95.34M (+631.3%)
73.33M
est: 73.33M (+0.0%)
239.83M
est: 239.83M (+0.0%)
201.89M
est: 201.89M (+0.0%)
115.49M
112.30M – 118.68M
-42.8% YoY
116.16M
106.54M – 125.79M
+0.6% YoY
124.71M
120.62M – 128.81M
+7.4% YoY
130.15M
119.45M – 140.85M
+4.4% YoY
135.52M
132.38M – 143.41M
+4.1% YoY
SGA
5.55M
est: 7.63M (-27.3%)
5.58M
est: 7.53M (-25.9%)
7.72M
est: 7.68M (+0.5%)
7.62M
est: 8.49M (-10.3%)
11.94M
est: 8.77M (+36.1%)
12.76M
est: 9.81M (+30.0%)
13.59M
est: 9.41M (+44.3%)
14.72M
est: 10.53M (+39.8%)
15.90M
est: 11.22M (+41.7%)
15.94M
est: 11.10M (+43.5%)
18.59M
est: 10.55M (+76.3%)
20.85M
est: 10.77M (+93.5%)
21.02M
est: 10.59M (+98.6%)
15.22M
est: 10.47M (+45.4%)
15.76M
est: 20.87M (-24.5%)
20.97M
20.66M – 21.54M
+0.5% YoY
21.66M
21.28M – 22.79M
+3.3% YoY
23.07M
22.65M – 23.94M
+6.5% YoY
23.54M
23.12M – 24.59M
+2.0% YoY
26.03M
25.56M – 27.19M
+10.6% YoY
EPS
0.05
est: 0.16 (-67.6%)
-0.28
est: 0.19 (-251.2%)
0.24
est: 0.20 (+19.1%)
0.43
est: 0.21 (+104.8%)
0.72
est: 0.26 (+173.3%)
0.72
est: 0.31 (+132.3%)
0.64
est: 0.35 (+85.3%)
0.85
est: 0.38 (+121.3%)
0.78
est: 0.42 (+87.2%)
0.56
est: 0.42 (+32.5%)
1.52
est: 0.43 (+257.5%)
3.85
est: 0.52 (+637.2%)
0.40
est: 0.56 (-29.1%)
1.27
est: 0.56 (+125.4%)
1.03
est: 0.57 (+81.5%)
0.59
0.57 – 0.60
+4.2% YoY
0.61
0.54 – 0.64
+3.4% YoY
0.63
0.61 – 0.66
+3.7% YoY
0.66
0.61 – 0.72
+4.3% YoY
0.69
0.67 – 0.73
+4.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-19 A- 4/5 3/5 3/5 4/5 4/5 2/5 4/5
2026-05-18 A- 4/5 3/5 3/5 5/5 4/5 2/5 4/5
2026-05-15 A 4/5 3/5 3/5 5/5 4/5 3/5 4/5
2026-05-14 A 4/5 3/5 3/5 5/5 4/5 3/5 4/5
2026-05-13 A 4/5 3/5 3/5 5/5 4/5 3/5 4/5
2026-05-12 A 4/5 3/5 3/5 5/5 4/5 3/5 4/5
2026-05-11 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-05-08 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-05-07 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-05-06 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-05-05 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-05-01 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-04-30 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-04-29 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-04-28 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-04-27 A- 4/5 3/5 3/5 5/5 3/5 3/5 4/5
2026-04-24 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-23 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-22 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-21 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-20 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-17 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5
2026-04-16 A- 4/5 3/5 3/5 5/5 2/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
145.39M
OE per share TTM
0.74
Owner's Yield
9.14%
Maintenance CapEx ratio
78.06%
Maint CapEx / Avg PPE
12.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 100 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares UK Property UCITS ETF IUKP.L 3.09% 19.52M 0.40%
2 iShares UK Property UCITS ETF UKPH.DE 3.09% 457.6K 0.42%
3 iShares MSCI Target UK Real Estate UCITS ETF UKRE.L 1.60% 3.15M 0.40%
4 Xtrackers FTSE Developed Europe Real Estate UCITS ETF 1C XDER.L 0.96% 7.66M 0.33%
5 Pacer Industrial Real Estate ETF INDS 0.90% 1.04M 0.49%
6 Amundi Prime UK Mid & Small Cap UCITS ETF DR - GBP (D) PRUK.L 0.88% 3.76M 0.05%
7 Xtrackers FTSE 250 UCITS ETF 1D XMCX.L 0.57% 218.1K 0.15%
8 Invesco FTSE 250 UCITS ETF S250.L 0.54% 191.7K 0.12%
9 iShares FTSE 250 UCITS ETF MIDD.L 0.53% 4.53M 0.40%
10 HSBC FTSE 250 UCITS ETF HMCX.L 0.53% 359.0K 0.09%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
259.5K
Shares Outstanding
195.99M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
James Ernest Gibson Co-Founder, Chief Executive Officer & Executive Director 930.3K male
Nicholas John Vetch Co-Founder & Executive Chairman of the Board 790.8K male
John Richard Trotman Chief Financial Officer & Executive Director 680.2K male
John Duncanson Hunter Chief Operating Officer & Executive Director male
Julie Fawcett Head of Estates & Facilities female
Simon Allen Head of Development male
Anthony Chenery Head of Marketing & E-Commerce male
Stuart Grinnall Head of IT, Digital Security & Telephony male
Celia Login Head of Customer Services
Cheryl Hathaway Head of Human Resources female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits