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EPE Special Opportunities Limited (ESO.L)

GBp236.00 +1.00 (+0.43%)
GB LSE Financial Services Asset Management
Address Audrey House EC1N 6SN
London, JE, GB
CEO Giles Robert Brand
IPO 2003-09-18
ISIN BMG3163K1053

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Also trades on London Stock Exchange · ESO.L (GBp) London Stock Exchange · ESOZ.L (GBp)
Description

EPE Special Opportunities plc operates as an investment firm employing a diverse array of strategies, including involvement in mid-market transactions, providing growth capital, investing in distressed assets, supporting pre-initial public offering companies, addressing special situations, facilitating business turnarounds, engaging in private investments in public equity (PIPEs), and conducting leveraged buyouts. Furthermore, the company participates in both direct and indirect secondary market investments. Its investment focus spans sectors such as consumer and retail, financial services, manufacturing, media, and support services, with a particular interest in education, healthcare, and social housing. Geographically, the firm predominantly seeks opportunities within the United Kingdom. It aims to allocate between $2 million and $30 million into small and medium-sized enterprises (SMEs), investing in both privately held and publicly traded entities. EPE Special Opportunities typically targets an exit horizon of one to five years for its positions and generally acquires minority stakes.

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
GBp236.00 +1.00 (+0.43%)
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Volume Profile
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Liquidity & share structure
Average Volume
17.5K
Beta
0.58
Float Shares
14.14M
Free Float %
57.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.70% -1.28% +13.79% +28.33% +56.08% +58.22% +55.03% +45.28% -33.62% +76.34% -98.24%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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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
236.00
Ratings Trend (MoM)
Rating 2024-10 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.28
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -49.5% Q1'26: -25.4% (vs Q1'24)
  • EPS growth Asset Management: +22.7%
    +8,418.5% Q1'26: +211.1% (vs Q1'24)
  • FCF margin FCF growth · Asset Management: +27.7%
    +2,500.1% Q1'26: +0.0% (vs Q1'24)
  • EBIT margin Asset Management: +50.6%
    +2,063.5% Q1'26: +8,235.1% (vs Q1'24)
  • ROIC Asset Management: +6.5%
    +7.3% Q1'26: +63.4% (vs Q1'24)
  • Share dilution Asset Management: +0.0%
    -4.6% Q1'26: -2.6% (vs Q1'24)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.87× Q1'26: 0.22× (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 (0.55) × ERP
WACC = 83% × Ke + 17% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 236.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-28 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-27 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-26 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-22 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-21 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-20 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-19 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-18 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-15 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-14 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-13 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-12 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-11 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-08 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-07 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-06 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-05 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-05-01 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-04-30 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-04-29 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-04-28 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-04-27 A- 4/5 1/5 3/5 5/5 3/5 4/5 4/5
2026-04-24 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-23 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-22 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-21 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-20 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-17 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
2026-04-16 B+ 3/5 1/5 3/5 5/5 2/5 4/5 4/5
Ownership data is not available for this company yet.

Executive team

Top executives
Shares Outstanding
24.64M

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
David Alexander Graham Leslie Investment Director male
Giles Brand Co-Founder, Chief Executive Officer, Partner and Managing Partner male
Philip Peter Scales Secretary male
Richard Spiegelberg Public Relations Adviser and Member of Advisory Board male
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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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits