Why is Fuller, Smith & Turner Plc ?
1
Poor Management Efficiency with a low ROCE of 4.22%
- The company has been able to generate a Return on Capital Employed (avg) of 4.22% signifying low profitability per unit of total capital (equity and debt)
2
Low ability to service debt as the company has a high Debt to EBITDA ratio of 2.06 times
- Poor long term growth as Operating profit has grown by an annual rate 25.71% of over the last 5 years
- Low ability to service debt as the company has a high Debt to EBITDA ratio of 2.06 times
- The company has been able to generate a Return on Equity (avg) of 4.02% signifying low profitability per unit of shareholders funds
3
Poor long term growth as Operating profit has grown by an annual rate 25.71% of over the last 5 years
4
Positive results in Mar 26
- OPERATING CASH FLOW(Y) Highest at GBP 119.5 MM
- DIVIDEND PER SHARE(HY) Highest at GBP 34.29
- DIVIDEND PAYOUT RATIO(Y) Highest at 130.12%
5
With ROE of 6.20%, it has a fair valuation with a 0.54 Price to Book Value
- Over the past year, while the stock has generated a return of 24.74%, its profits have fallen by -30.4%
How much should you hold?
- Overall Portfolio exposure to Fuller, Smith & Turner Plc should be less than 10%
- Overall Portfolio exposure to Leisure Services should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Leisure Services)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Fuller, Smith & Turner Plc for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Fuller, Smith & Turner Plc
24.74%
0.10
30.66%
FTSE 100
18.59%
1.58
11.75%
Quality key factors
Factor
Value
Sales Growth (5y)
40.29%
EBIT Growth (5y)
25.71%
EBIT to Interest (avg)
2.66
Debt to EBITDA (avg)
2.42
Net Debt to Equity (avg)
0.36
Sales to Capital Employed (avg)
0.56
Tax Ratio
28.14%
Dividend Payout Ratio
54.05%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
5.87%
ROE (avg)
4.02%
Valuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
0.54
EV to EBIT
8.05
EV to EBITDA
4.95
EV to Capital Employed
0.66
EV to Sales
0.93
PEG Ratio
NA
Dividend Yield
348.52%
ROCE (Latest)
8.25%
ROE (Latest)
6.20%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Movement
10What is working for the Company
OPERATING CASH FLOW(Y)
Highest at GBP 119.5 MM
DIVIDEND PER SHARE(HY)
Highest at GBP 34.29
DIVIDEND PAYOUT RATIO(Y)
Highest at 130.12%
RAW MATERIAL COST(Y)
Fallen by -23.32% (YoY
PRE-TAX PROFIT(Q)
At GBP 12.4 MM has Grown at 49.4%
-1What is not working for the Company
INVENTORY TURNOVER RATIO(HY)
Lowest at 76.5 times
Here's what is working for Fuller, Smith & Turner Plc
Operating Cash Flow
Highest at GBP 119.5 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (GBP MM)
Dividend per share
Highest at GBP 34.29 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (GBP)
Pre-Tax Profit
At GBP 12.4 MM has Grown at 49.4%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (GBP MM)
Dividend Payout Ratio
Highest at 130.12%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Fallen by -23.32% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at GBP 14.6 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (GBP MM)
Here's what is not working for Fuller, Smith & Turner Plc
Inventory Turnover Ratio
Lowest at 76.5 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling inventory has slowed
Inventory Turnover Ratio






