COST Share Price Performance
UK£1.87
0.70 (60.48%)
3.8% overvalued intrinsic discount
UK£1.80
Fair Value
Price UK£1.87
AnalystLowTarget UK£1.80
AnalystConsensusTarget UK£2.25
AnalystHighTarget UK£2.97
Fair ValueUK£1.80
Share Pricen/a
Costain Group PLC Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 45 Fair Values set on narratives written by author
COST Community Narratives
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Fair Value
·Fair Value UK£1.8 3.8% overvalued intrinsic discount
Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins
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AN
Fair Value
·Fair Value UK£2.25 17.1% undervalued intrinsic discount
Government Investment And AI Adoption Will Transform Low Carbon Infrastructure
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20users have followed this narrative
AN
Fair Value
·Fair Value UK£2.97 37.1% undervalued intrinsic discount
UK Infrastructure Investments And BIM Adoption Will Build Enduring Foundations
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Government Investment And AI Adoption Will Transform Low Carbon Infrastructure
Key Takeaways Strategic focus on high-margin consultancy and digital solutions, coupled with digitalization and AI adoption, is expected to elevate profitability and operating margins above industry norms. Alignment with government investment in infrastructure and decarbonization ensures a robust forward order book, revenue visibility, and long-term shareholder value creation.Read more
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UK£2.25
17.1% undervalued intrinsic discount
Fair Value
Revenue
12.66% p.a.
Profit Margin
3.26%
Future PE
16.15x
Price in 2029
UK£2.91
Rising UK Regulatory Costs And Fixed Contracts Will Pressure Margins
Key Takeaways Rising decarbonization regulation, labor costs, and fixed-price contracts threaten Costain's operating margins, exposing it to cost inflation and delivery risks. Shifting market dynamics and client preferences may limit Costain's growth opportunities, endangering revenue streams and competitiveness in securing major contracts.Read more
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UK£1.8
3.8% overvalued intrinsic discount
Fair Value
Revenue
10.58% p.a.
Profit Margin
3.21%
Future PE
13.81x
Price in 2029
UK£2.32
UK Infrastructure Investments And BIM Adoption Will Build Enduring Foundations
Key Takeaways Expanding work pipeline and expertise in digital, sustainability-driven projects position Costain for robust, recurring growth and higher-value, margin-rich contracts across essential UK infrastructure sectors. Enhanced financial strength and disciplined risk management support improved cash generation, offering greater flexibility for shareholder returns and potential structural re-rating.Read more
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UK£2.97
37.1% undervalued intrinsic discount
Fair Value
Revenue
15.07% p.a.
Profit Margin
3.3%
Future PE
19.72x
Price in 2029
UK£3.83
Trending Discussion
Recently Updated Narratives
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COST: Index Inclusions And New Contracts Will Support Future Re Rating
Fair Value: UK£2.25 17.1% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
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AN
COST: Higher P/E Assumptions Will Test Execution Against New Contracts And Buybacks
Fair Value: UK£1.8 3.8% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
COST: Major Infrastructure Wins Will Support Stronger Long Term Earnings Profile
Fair Value: UK£2.97 37.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis
Costain Group PLC Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 13, 2026
- 0.14
- 10.88%
- 3.57%
- 0%
About COST
- Founded
- 1865
- Employees
- 3266
- CEO
- WebsiteView website
Costain Group PLC provides infrastructure solutions for the transportation, energy, water, and defense sectors in the United Kingdom. The company operates in two segments, Transportation and Natural Resources. It operates in the road, rail, and integrated transport markets, as well as in the water, energy, defense, and nuclear energy markets. The company also provides engineering, construction, maintenance, renewals, advisory, design, and consulting services, as well as solutions. Costain Group PLC was founded in 1865 and is headquartered in London, the United Kingdom.
