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 Jan 25
- ROCE(HY) Lowest at 7.59%
- DEBTORS TURNOVER RATIO(HY) Lowest at 0.51%
- EPS(Q) Lowest at GBP 0.69
4
With ROE of 19.07%, it has a very attractive valuation with a 0.88 Price to Book Value
- Over the past year, while the stock has generated a return of 28.77%, its profits have fallen by -21.5%
5
Market Beating Performance
- The stock has generated a return of 28.77% in the last 1 year, much higher than market (FTSE 100) returns of 15.94%
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?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
S&U Plc
27.99%
-0.06
36.67%
FTSE 100
16.5%
1.23
12.99%
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
5
Industry P/E
Price to Book Value
0.88
EV to EBIT
2.55
EV to EBITDA
2.53
EV to Capital Employed
0.88
EV to Sales
1.77
PEG Ratio
NA
Dividend Yield
578.03%
ROCE (Latest)
34.53%
ROE (Latest)
19.07%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Mildly Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bullish
Mildly Bullish
Technical Movement
1What is working for the Company
RAW MATERIAL COST(Y)
Fallen by -15.14% (YoY
-4What is not working for the Company
ROCE(HY)
Lowest at 7.59%
DEBTORS TURNOVER RATIO(HY)
Lowest at 0.51%
EPS(Q)
Lowest at GBP 0.69
Here's what is working for S&U Plc
Raw Material Cost
Fallen by -15.14% (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
EPS
Lowest at GBP 0.69
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (GBP)
Debtors Turnover Ratio
Lowest at 0.51%
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio






