Marlowe plc (MRL.L) | Investment Case

1. Company Snapshot

1.a. Company Description

Marlowe plc provides compliance services and software in the United Kingdom.The company operates in two segments, Governance, Risk & Compliance; and Testing, Inspection & Certification.It offers health and safety, HR and employment law compliance, occupational health, and risk management software; a range of fire safety and security services; and integrated water treatment, hygiene, testing, monitoring, wastewater, and engineering services.

The company is also involved in the provision of testing, inspection and risk assessment, ventilation hygiene compliance, ductwork management and fire safety, extract cleaning, asbestos consultancy, air monitoring and clearance testing, and bulk identification and sampling services.Its customers include office complexes, streets, leisure facilities, manufacturing plants and industrial estates, SMEs, local corporates and authorities, other facilities, property management providers, NHS trusts, and FTSE companies.Marlowe plc was formerly known as Marlowe Holdings Limited.

The company was founded in 2015 and is headquartered in London, the United Kingdom.

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1.b. Last Insights on MRL

Marlowe plc's 9.0% performance over the past three months can be attributed to its strong operational momentum, driven by the company's focus on expanding its services and increasing its market share. The company's strategic acquisitions and partnerships have also contributed to its growth, solidifying its position in the market.

1.c. Company Highlights

Last Price	440
Change Percentage	-0.90%
Open	440
Previous Close	440
Market Cap ( Millions)	346
Volume	7750000
Year High	470
Year Low	220
M A 50	429.56
M A 200	356.0

FCF Yield	6.87%
Dividend Yield	0.00%
ROE	81.96%
Debt / Equity	12.24%
Net Debt / EBIDTA	2.70%
Price To Book	2.15
Price Earnings Ratio	2.45
Price To FCF	14.55
Price To sales	1.14
EV / EBITDA	9.36

2. Transcript Summary

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3. NewsRoom

Cardano Foundation Overhauls Developer Portal, Here’s What’s New

Aug -29

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Cardano Foundation Overhauls Developer Portal, Here’s What’s New

Aug -29

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Cardano Foundation Overhauls Developer Portal, Here’s What’s New

Aug -29

Source:

Cardano Foundation Overhauls Developer Portal, Here’s What’s New

Aug -29

Source:

Form 8.3 - Marlowe PLC

Aug -04

Source:

Form 8.3 - Marlowe PLC

Aug -01

Source:

Form 8.3 - Dowlais Group plc

Jul -31

Source:

UK Stocks Trading Below Estimated Value For July 2025

Jul -31

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.54%)

6. Segments

Testing, Inspection & Certification

Expected Growth: 9.03%

Marlowe plc's Testing, Inspection & Certification segment growth of 9.03% is driven by increasing demand for assurance services, expansion into new geographies, and strategic acquisitions. Additionally, growing regulatory requirements, adoption of digital technologies, and a focus on sustainability are contributing to the segment's growth.

Governance, Risk & Compliance

Expected Growth: 10.27%

Marlowe plc's 10.27% growth is driven by strong Governance, Risk & Compliance (GRC) fundamentals. Effective board oversight and management accountability ensure strategic alignment. Robust risk management frameworks mitigate potential threats, while compliance with regulatory requirements maintains a strong reputation. Efficient operational processes and technology investments further enhance GRC capabilities, supporting sustainable growth.

7. Detailed Products

Fire Safety Solutions

Marlowe plc provides a comprehensive range of fire safety solutions, including fire alarm systems, fire suppression systems, and fire risk assessments.

Water Treatment Services

Marlowe plc offers a range of water treatment services, including legionella risk assessments, water testing, and water treatment solutions.

Air Quality Monitoring

Marlowe plc provides air quality monitoring services, including indoor air quality monitoring and outdoor air quality monitoring.

Asbestos Management

Marlowe plc offers asbestos management services, including asbestos surveys, asbestos removal, and asbestos awareness training.

Legionella Risk Assessments

Marlowe plc provides legionella risk assessments, which identify and assess the risk of legionella bacteria in water systems.

8. Marlowe plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Marlowe plc is moderate due to the presence of alternative products in the market.

Bargaining Power Of Customers

The bargaining power of customers is high for Marlowe plc due to the concentration of buyers in the market.

Bargaining Power Of Suppliers

The bargaining power of suppliers is low for Marlowe plc due to the availability of multiple suppliers in the market.

Threat Of New Entrants

The threat of new entrants for Marlowe plc is moderate due to the moderate barriers to entry in the market.

Intensity Of Rivalry

The intensity of rivalry for Marlowe plc is high due to the presence of several competitors in the market.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	31.16%
Debt Cost	6.05%
Equity Weight	68.84%
Equity Cost	6.05%
WACC	6.05%
Leverage	45.27%

11. Quality Control: Marlowe plc passed 3 out of 9 key points

Strong Liquidity

Low Deb

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Marlowe

A-Score: 7.1/10

Value: 6.1

Growth: 7.9

Quality: 7.5

Yield: 5.0

Momentum: 9.0

Volatility: 7.0

1-Year Total Return ->

Loomis

A-Score: 6.7/10

Value: 6.7

Growth: 6.9

Quality: 5.1

Yield: 6.2

Momentum: 8.0

Volatility: 7.3

1-Year Total Return ->

Prosegur

A-Score: 6.4/10

Value: 6.8

Growth: 4.4

Quality: 3.3

Yield: 8.8

Momentum: 9.0

Volatility: 6.3

1-Year Total Return ->

Nolato

A-Score: 5.4/10

Value: 3.7

Growth: 4.3

Quality: 5.7

Yield: 6.9

Momentum: 7.0

Volatility: 5.0

1-Year Total Return ->

Green Landscaping

A-Score: 4.4/10

Value: 7.3

Growth: 9.1

Quality: 5.7

Yield: 0.0

Momentum: 0.5

Volatility: 4.0

1-Year Total Return ->

Antares Vision

A-Score: 3.7/10

Value: 4.3

Growth: 3.7

Quality: 1.5

Yield: 0.0

Momentum: 9.0

Volatility: 3.7

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

-3.84%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

6.05%

Marlowe plc - GB00BD8SLV43

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on MRL

1.c. Company Highlights

More Volatile

Lower Yield

Stable Momentum

Higher Yield

Weak Momentum

Lower Quality

Average Growth

Better Quality

Earnings Beats

Fairly Valued

Average Yield

Higher Growth

Strong Momentum

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (9.54%)

6. Segments

Testing, Inspection & Certification

Expected Growth: 9.03%

Governance, Risk & Compliance

Expected Growth: 10.27%

7. Detailed Products

Fire Safety Solutions

Water Treatment Services

Air Quality Monitoring

Asbestos Management

Legionella Risk Assessments

8. Marlowe plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Marlowe plc passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

4.4$

Current Price

4.4$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA