In short: BUY — tenth on the Earnings-Growth list at 19.02%. Fwd PE 17.1 vs 28.7 (40.4% under); fair value 31.00 vs 11.86; RDCF 14.6% vs 11.9% (−2.7pp). YTD +19.5%.
In short: Best performer of the month at +67.7%. Rated BUY on the 23 August sheet with a 19.62% expected return and a 17.1 forward PE against a 28.7 average — a week before this move. No commentary is offered here on what drove it, or on whether the rating survives it.
In short: BUY. ER 19.62% — sixth-highest in the universe on the earnings-growth model — from 11.9% growth plus a 3.1% yield; fwd PE 17.1 against a 28.7 average (40.4% under). But the reverse DCF is almost exactly balanced (11.5% required vs 11.9% expected, +0.4pp), which is the thinnest margin on the all-methods sheet. Fair value £28.50 vs £9.74. A week later it is the month's best performer at +67.7%.
In short: BUY, and again the largest headline discount: FV £26.6 against £8.0 = 69.9% undervalued. ER 20.2% (fifth on the earnings-growth screen, on a 3.7% dividend yield); fwd PE 17.1 against 28.7 (40.4% under); RDCF 7.5% vs 11.9% expected. YTD −19.2%.
In short: BUY, and the largest stated discount of any name in the issue: FV £26.4 against £8.5 = 67.9% undervalued. ER 19.9% (seventh on the earnings-growth screen); fwd PE 17.1 against 28.7 (40.4% under); RDCF 10.1% vs 11.9% expected. A 3.4% dividend yield on a −14.4% year.
In short: BUY — the largest undervaluation on the whole list. EPS growth 11.9%, dividend 3.5%, FWD PE 17.1 against a fair exit 25.0, expected return 20.0%, fair value 26.4 against an 8.3 price = 68.5% undervalued.
In short: BUY. 17.1x forward against a 28.7x five-year average (40.4% under), a 3.7% yield and the sheet's second-highest expected return at 19.6% — though the reverse DCF is close to balanced (+1.2pp) because the price already requires 10.1% growth. Down 23.8% year to date.
In short: BUY. 24.8x forward against a 28.7x average (13.6% under), a 14.1% expected return from 11.2% growth plus a 2.8% yield, and a £16.1 fair value against £9.57 — 40.5% under on the Earnings Growth Model, with a +3.9pp reverse-DCF margin.
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