2.64%
-4.23%
-20.70%
-27.85%
-7.80%
-19.88%
-39.96%

Company Description

Fuller, Smith & Turner P.L.C. operates pubs and hotels in the United Kingdom.It operates through Managed Pubs and Hotels, and Tenanted Inns segments.The company also manages pubs operated by third parties under tenancy or lease agreements.


In addition, it operates Bel & The Dragon and Cotswold Inns & Hotels.Further, it operates as a managed houses service company.The company offers its beers under the London Pride, Frontier, ESB, Organic Honey Dew, Wild River, Session IPA, Oliver's Island, Seafarers, Swing low, Unfiltered Lager, Juicy IPA, Table Beer, Vintage Ale, HSB, London Porter, 1845, and Golden Pride brand names.


Fuller, Smith & Turner P.L.C. was founded in 1845 and is based in London, the United Kingdom.

Market Data

Last Price 544
Change Percentage 2.64%
Open 546.25
Previous Close 530
Market Cap ( Millions) 294
Volume 14375
Year High 780
Year Low 528.8
M A 50 577.88
M A 200 682.06

Financial Ratios

FCF Yield 12.26%
Dividend Yield 3.41%
ROE 2.08%
Debt / Equity 48.97%
Net Debt / EBIDTA 363.80%
Price To Book 0.75
Price Earnings Ratio 35.56
Price To FCF 8.16
Price To sales 0.82
EV / EBITDA 9.01

News

Business Breakdown

Expected Mid-Term Growth

Segment nΒ°1 -> Managed Pubs and Hotels

Expected Growth : 4.5 %

What the company do ?

Managed Pubs and Hotels from Fuller, Smith & Turner P.L.C. refers to a portfolio of pubs and hotels operated directly by the company, offering a range of food, drink, and accommodation services.

Why we expect these perspectives ?

Fuller, Smith & Turner's managed pubs and hotels segment growth of 4.5% is driven by strategic acquisitions, refurbishments, and investments in digital platforms. Strong brand reputation, quality food and beverage offerings, and exceptional customer service also contribute to growth. Additionally, the company's focus on premiumization, diversification of revenue streams, and cost control measures have helped to drive profitability and expansion.

Segment nΒ°2 -> Tenanted Inns

Expected Growth : 5.5 %

What the company do ?

Tenanted Inns from Fuller, Smith & Turner P.L.C. are pubs operated by independent entrepreneurs who rent the premises from the company, offering a unique blend of traditional hospitality and modern amenities.

Why we expect these perspectives ?

Fuller, Smith & Turner's tenanted inns segment growth of 5.5% is driven by strategic pub acquisitions, increasing average earnings per pub, and a focus on premiumization. Additionally, the company's investment in digital platforms and marketing initiatives has enhanced customer experience, leading to increased sales and revenue growth.

Fuller, Smith & Turner P.L.C. Products

Product Range What is it ?
Brewery Fuller's is a renowned brewery that produces a range of cask and keg beers, including London Pride, ESB, and Oliver's Island.
Pubs and Hotels Fuller's operates a portfolio of over 400 pubs, inns, and hotels across the UK, offering a range of food, drink, and accommodation options.
Inns Fuller's Inns offer a range of accommodation options, from budget-friendly rooms to luxury suites, often with on-site dining and drinking facilities.
Tenanted Inns Fuller's Tenanted Inns provide entrepreneurs with the opportunity to run their own pub business, with support from Fuller's.
Managed Pubs and Hotels Fuller's Managed Pubs and Hotels are operated directly by Fuller's, offering a range of food, drink, and accommodation options.
Brewery Tours Fuller's offers guided tours of its historic Griffin Brewery, providing a behind-the-scenes look at the brewing process.

Fuller, Smith & Turner P.L.C.'s Porter Forces

The threat of substitutes for Fuller, Smith & Turner P.L.C. is medium due to the presence of alternative beverages and leisure activities.

The bargaining power of customers is low due to the company's strong brand reputation and customer loyalty.

The bargaining power of suppliers is medium due to the company's dependence on a few large suppliers for raw materials.

The threat of new entrants is low due to the high barriers to entry in the brewing and pub industry.

The intensity of rivalry is high due to the competitive nature of the brewing and pub industry, with many established players competing for market share.

Capital Structure

Value
Debt Weight 25.53%
Debt Cost 7.27%
Equity Weight 74.47%
Equity Cost 7.63%
WACC 7.54%
Leverage 34.27%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
HFG.DE HelloFresh SE delivers meal kit solutions to prepare home-cooked meals using its recipes. The company offers premium meals, double portions, and others, as well as add-ons, such as soups, snacks, …
JDW.L J D Wetherspoon plc owns and operates pubs and hotels in the United Kingdom and the Republic of Ireland. It operates 861 pubs and 57 hotels. The company was founded …
LGRS.L Loungers plc operates cafΓ©s, bars, and restaurants under the Lounge and Cosy Club brands in England and Wales. As of April 18, 2021, it operated 168 sites, including 138 Lounges …
YNGA.L Young & Co.'s Brewery, P.L.C. operates and manages pubs and hotels in the United Kingdom. The company sells drinks and food, as well as provides accommodation services. As of March …
MARS.L Marston's PLC operates managed, franchised, tenanted, and leased pubs, bars, restaurants, and accommodations in the United Kingdom and internationally. The company operates through approximately 1,500 bars and pubs; and approximately …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
5.44$
Current Price
5.44$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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