Microlise Group

ESS Integration And Australia Expansion Will Unlock Future Potential

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

25 Apr 26

Views

87

25 Apr

UK£0.41

AnalystConsensusTarget's Fair Value

UK£1.46

71.9% undervalued

1Y

-60.4%

7D

-1.2%

Loading

1Y

-60.4%

7D

-1.2%

You can edit this narrative until Apr 26 7:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£1.4671.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 25 Apr 26

SAAS: Stable Recurring Revenue And Premium P/E Will Support Future Upside

Microlise Group's latest analyst price target update leaves the fair value estimate unchanged at £1.46 per share. Analysts cite largely stable assumptions around the discount rate, revenue growth, profit margin and future P/E to support their view.

3 views

Shared on 09 Apr 26

SAAS: Recurring Revenue Mix And Premium P/E Will Support Future Upside

Analysts have held their fair value estimate for Microlise Group steady at £1.46 per share, with slight adjustments to the discount rate and future P/E assumptions informing their unchanged price target view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, which the company states is in line with revised market expectations, compared with £81.0 million for FY 2024 (Corporate Guidance).

2 views

Shared on 26 Mar 26

SAAS: Recurring Revenue And Premium P/E Will Support Future Upside

Microlise Group's analyst price target has been reaffirmed at £1.46, with analysts pointing to unchanged fair value and very small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions as the basis for maintaining their view. What's in the News Microlise Group issued new guidance for total Group revenue for the year ended 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).

3 views

Shared on 10 Mar 26

SAAS: Recurring Revenue And Premium P/E Will Support Future Upside

Analysts have maintained their fair value estimate for Microlise Group. Updated assumptions around the discount rate, revenue growth, profit margins and a forward P/E of about 68x result in an unchanged price target of £1.46.

7 views

Shared on 24 Feb 26

SAAS: High P/E And Recurring Revenue Will Support Future Returns

Microlise Group's analyst price target remains unchanged at £1.46, as analysts point to steady assumptions around discount rate, revenue growth and profit margin that keep their valuation framework intact. What's in the News Microlise Group issued total Group revenue guidance for the year ending 31 December 2025 at £84.0 million, described as in line with revised market expectations (Key Developments).

10 views

Shared on 09 Feb 26

Fair value Decreased 5.21%

SAAS: High P/E And 2025 Guidance Will Support Future Returns

Analysts have trimmed their fair value estimate for Microlise Group from £1.54 to £1.46, citing slightly higher discount rate assumptions and a lower future P/E multiple in their updated model. What's in the News Microlise Group issued earnings guidance for fiscal 2025, giving you a clearer view of what management currently expects.

5 views

Shared on 26 Jan 26

Fair value Increased 1.43%

SAAS: High P/E And Stable Profitability Will Support Future Returns

Analysts have nudged their fair value estimate for Microlise Group from £1.52 to about £1.54, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and a forward P/E that now sits closer to 71x. What's in the News Microlise Group issued earnings guidance for fiscal 2025, setting revenue expectations below current market forecasts.

2 views

Shared on 10 Jan 26

SAAS: Stable Profitability And 2025 Revenue Guidance Will Support Future Returns

Analysts have kept their fair value estimate for Microlise Group steady at £1.52, with only marginal tweaks to inputs like the discount rate and future P/E. This reflects fine tuning of their models rather than a shift in conviction.

4 views

Shared on 24 Dec 25

SAAS: Rising Dividend And Long Term Earnings Visibility Will Drive Returns

Analysts have raised their price target on Microlise Group by £0.00 to reflect a marginally lower discount rate and slightly improved long term earnings visibility, even though fair value, growth, and margin assumptions remain broadly unchanged. What's in the News Microlise Group issued earnings guidance for fiscal 2025, forecasting revenues of not less than £84 million.

3 views

Shared on 10 Dec 25

Fair value Decreased 9.69%

SAAS: Rising Dividend And Earnings Outlook Will Drive Strong Future Returns

Narrative Update Analysts have trimmed their price target on Microlise Group from approximately £1.68 to £1.52, reflecting slightly higher discount rates, more conservative expectations for revenue growth and profit margins, and a higher projected future P/E multiple. Together, these factors point to a more cautious valuation outlook.

4 views

Shared on 26 Nov 25

Fair value Decreased 14%

SAAS: Rising Profit Margins And Dividend Increase Will Drive Future Returns

Analysts have revised their price target for Microlise Group downward from £1.94 to £1.68. They cite updated expectations for revenue growth and valuation multiples as the reason for this change.

2 views

Shared on 01 May 25

Fair value Increased 3.88%

1 view

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 02 Apr 25

Fair value Decreased 19%

AnalystConsensusTarget has decreased profit margin from 5.8% to 3.6% and increased future PE multiple from 54.8x to 74.4x.

3 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 12 Mar 25

Fair value Increased 23%

AnalystConsensusTarget has increased revenue growth from 8.9% to 9.8%, increased profit margin from 3.6% to 5.8% and decreased future PE multiple from 75.6x to 54.6x.

1 view

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

UK£1.46

71.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

3.58%

Historical revenue growth rate

9.94%

Software revenue growth rate

1.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.64%

Calculation

UK£3.20m

Earnings '29

x

67.65x

PE Ratio '29

=

UK£216.63m

Market Cap '29

UK£216.63m

Market Cap '29

/

115.95m

No. shares '29

=

UK£1.87

Share Price '29

UK£1.87 Share Price '29

Discounted to 2026 @ 8.95% p.a.

=

UK£1.44

Fair Value '26