Bus Electrification And London-Stirling Rail Route Will Improve Future Operations

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Feb 25

Updated

14 Dec 25

Views

34

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

11.7%

7D

7.4%

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1Y

11.7%

7D

7.4%

You can edit this narrative until Dec 15 11:10 PM. Then, changes will post as Updates.

Author's Valuation

UK£2.524.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

Fair value Increased 4.71%

FGP: Dividend And Buyback Will Support Stronger Shareholder Returns Ahead

Analysts have nudged their price target on FirstGroup higher, lifting fair value from £2.39 to £2.50 as they factor in slightly improved revenue expectations despite a modestly softer margin and higher discount rate. What's in the News Board proposes an interim dividend of 2.2 pence per share for H1 2026, up from 1.7 pence in H1 2025.

Shared on 01 May 25

Fair value Increased 2.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 2.35%

AnalystConsensusTarget has increased revenue growth from -29.2% to -17.7%, decreased profit margin from 6.8% to 4.3% and decreased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget Fair Value

UK£2.5

24.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-28.92%

Transportation revenue growth rate

0.25%

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

11.86%

Calculation

UK£115.65m

Earnings '28

x

14.62x

PE Ratio '28

=

UK£1.69b

Market Cap '28

UK£1.69b

Market Cap '28

/

483.39m

No. shares '28

=

UK£3.50

Share Price '28

UK£3.50 Share Price '28

Discounted to 2025 @ 11.87% p.a.

=

UK£2.50

Fair Value '25