In short: BUY. ER 16.70% incl. a 4.5% yield; fwd PE 16.4 vs 22.5 (27% under); fair value 14.90 vs 6.72.
In short: BUY. ER 16.50%, built on the sheet's largest dividend yield at 4.3% plus 10.0% growth; fwd PE 16.4 against a 22.5 average (27.1% under); RDCF 7.6% required vs 10.0% expected. Fair value £14.80 vs £6.94 — a 53.3% stated discount against a ten-year CAGR of only 1.4%.
In short: BUY. FV £15.2 vs £7.3 = 51.6% under; ER 16.3% including a 4.1% dividend yield; fwd PE 16.4 against 22.5 (27.1% under); RDCF 3.9% vs 10.0% expected. YTD −10.5%.
In short: BUY. FV £12.1 vs £5.9 = 51.6% under; ER 16.3% including a 4.1% dividend yield; fwd PE 16.4 against 22.5 (27.1% under); RDCF 5.4% vs 10.0% expected. YTD −11.7% on a 13.5% ten-year CAGR.
In short: BUY. EPS growth 10.0%, dividend 3.9%, FWD PE 16.4 against a fair exit 20.0, expected return 16.1%, fair value 12.4 against 6.2 = 50.0% undervalued.
In short: BUY, and the highest stated undervaluation on the sheet at 76.7% (fair value 25 against a 5.6 price — a row where the two figures do not reconcile as printed). 16.4x forward against a 22.5x five-year average (27.1% under), the sheet's joint-highest expected return at 20.5% on a 4.1% yield, and +7.3pp of reverse-DCF margin.
In short: BUY, and eighth on the Earnings Growth Model screen. A 15.9% expected return from 11.4% growth plus a 3.7% dividend yield, a £14.4 fair value against £6.51 — 54.7% under, the largest gap on the whole Buy list — and a +4.3pp reverse-DCF margin, at 20.8x forward against a 22.5x average. A 20.4% five-year CAGR.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.