Why is S&U Plc ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.14%
2
Poor long term growth as Operating profit has grown by an annual rate of 4.24%
3
Flat results in Jul 25
- DEBTORS TURNOVER RATIO(HY) Lowest at 0.48 times
- NET SALES(Q) Lowest at GBP 51.75 MM
4
With ROE of 16.93%, it has a very attractive valuation with a 1.06 Price to Book Value
- Over the past year, while the stock has generated a return of 37.86%, its profits have risen by 16.9% ; the PEG ratio of the company is 0.4
5
Market Beating Performance
- The stock has generated a return of 37.86% in the last 1 year, much higher than market (FTSE 100) returns of 15.58%
How much should you hold?
- Overall Portfolio exposure to S&U Plc should be less than 10%
- Overall Portfolio exposure to Finance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Finance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is S&U Plc for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
S&U Plc
-100.0%
0.02
33.48%
FTSE 100
13.98%
1.15
13.60%
Quality key factors
Factor
Value
Sales Growth (5y)
4.68%
EBIT Growth (5y)
4.24%
EBIT to Interest (avg)
9.72
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
25.29%
Dividend Payout Ratio
67.83%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
30.55%
ROE (avg)
12.14%
Valuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
1.06
EV to EBIT
3.64
EV to EBITDA
3.62
EV to Capital Employed
1.06
EV to Sales
2.36
PEG Ratio
0.37
Dividend Yield
521.33%
ROCE (Latest)
29.20%
ROE (Latest)
16.93%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
Mildly Bullish
OBV
Mildly Bearish
Bullish
Technical Movement
2What is working for the Company
RAW MATERIAL COST(Y)
Fallen by -0.09% (YoY
DEBT-EQUITY RATIO
(HY)
Lowest at 74.91 %
-3What is not working for the Company
DEBTORS TURNOVER RATIO(HY)
Lowest at 0.48 times
NET SALES(Q)
Lowest at GBP 51.75 MM
Here's what is working for S&U Plc
Debt-Equity Ratio
Lowest at 74.91 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by -0.09% (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
Here's what is not working for S&U Plc
Net Sales
Lowest at GBP 51.75 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (GBP MM)
Net Sales
Fallen at -14.26%
Year on Year (YoY)MOJO Watch
Near term sales trend is negative
Net Sales (GBP MM)
Debtors Turnover Ratio
Lowest at 0.48 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio






