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Shaftesbury Capital PLC (C20) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Shaftesbury Capital PLC

C20Market cap $3.29BPrice $1.8

Country🇬🇧United Kingdom

SectorReal Estate

IndustryDiversified REITs

Owns and manages prime real estate across London's West End, controlling entire neighborhoods like Covent Garden and Carnaby Street. Rather than single buildings, it curates whole districts—mixing shops, restaurants, and offices to keep tourists and locals spending all day long.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+45%10

Revenue Forecast

Rev CAGR (1y)-18%1

Rev CAGR (3y)-2%1

Rev CAGR (5y)+0%1

Earnings Forecast

EPS Growth Y+1-74%1

EPS Growth Y+2+9%6

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin57%10

Net Income Margin157%10

Free Cash Flow Margin23%9

Debt

Net Debt/EBITDA6.11

Efficiency

ROE10%4

ROA8%8

Earnings Stability33

GEAR+WEAK21

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)273

P/E Ratio (Forward 3y)232

P/BV0.610

EV Multiples

EV/EBITDA Fwd321

EV/EBIT Fwd302

Yield

Free Cash Flow Yield2.3%4

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-1%6

YTD return-4%4

Mid term

Price vs 52wHigh92%9

1 year return+4%5

Long term

3 year return+37%5

5 year return-3%3

Risk Shield

Price Risk

Beta0.95

Volatility31%7

Free Cash Flow

Free Cash Flow Margin23%9

Free Cash Flow Yield2.3%4

Quality

ROCE3%2

Earnings Stability33

Net Debt/EBITDA6.11

02Growth

Is it actually growing, and how fast?

C20Shaftesbury Capital

Revenue FY25$322M

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+45%10

Revenue, next 1Y-18%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-74%1

EPS growth, FY27E+9%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 45%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue -2%/yr), so margins should widen. One year dips: EPS falls 74% next year.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 45%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

C20Shaftesbury Capital

Total return Current−30.9%

Price return Current−37.1%

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-1%6

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+4%5

3-year return+37%5

5-year return-3%3

MOMENTUM ASSESSMENT

STRENGTHS

It's up 4% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and -3.3% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%), over three months (-1%) and so far this year (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Shaftesbury Capital PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

C20Shaftesbury Capital

Revenue FY25$322M

GROWTH RATING↗

VERY WEAK8 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+45%10

Revenue, next 1Y-18%1

Revenue, next 3Y, CAGR-2%1

Revenue, next 5Y, CAGR+0%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-74%1

EPS growth, FY27E+9%6

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 45%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

WATCH

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue -2%/yr), so margins should widen. One year dips: EPS falls 74% next year.

WEAKNESSES

Growth is the weak spot here, trailing 92% of companies worldwide.

Revenue is set to shrink 2%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 45%/yr over the last 3 years, but it is set to shrink 2%/yr from here.

Over five years revenue is set to hold flat, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

C20Shaftesbury Capital

Total return Current−30.9%

Price return Current−37.1%

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-1%6

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+4%5

3-year return+37%5

5-year return-3%3

MOMENTUM ASSESSMENT

STRENGTHS

It's up 4% over the past year, but 8% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+37% over three years and -3.3% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%), over three months (-1%) and so far this year (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Shaftesbury Capital PLC. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community