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Serco Group plc Stock Price

LSE:SRP Community·UK£2.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

SRP Share Price Performance

UK£2.39
0.29 (13.80%)
UK£3.06
Fair Value
UK£2.39
0.29 (13.80%)
21.9% undervalued intrinsic discount
UK£3.06
Fair Value
Price UK£2.39
AnalystConsensusTarget UK£3.06
AnalystLowTarget UK£1.75
AnalystHighTarget UK£3.85

SRP Community Narratives

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Fair Value UK£3.06 21.9% undervalued intrinsic discount

Expanding North American And European Contracts Will Unlock Future Potential

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·
Fair Value UK£1.75 36.9% overvalued intrinsic discount

Government Insourcing Trends Will Curb Contract Wins Despite Strong Orders

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·
Fair Value UK£3.85 37.9% undervalued intrinsic discount

Rising Digital, Outsourcing And Defense Demands Will Redefine Public Services

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UK£1.75
36.9% overvalued intrinsic discount
Revenue
3.75% p.a.
Profit Margin
3.49%
Future PE
10.93x
Price in 2029
UK£2.18
UK£3.06
21.9% undervalued intrinsic discount
Revenue
3.8% p.a.
Profit Margin
3.51%
Future PE
19x
Price in 2029
UK£3.82
UK£3.85
37.9% undervalued intrinsic discount
Revenue
4.95% p.a.
Profit Margin
3.63%
Future PE
22.38x
Price in 2029
UK£4.81

Trending Discussion

No trending discussion available.

Updated Narratives

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SRP: Neutral Initiation And Limited Upside Will Likely Restrain Future Returns

Fair Value: UK£1.75 36.9% overvalued intrinsic discount
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SRP: Neutral Initiation And Hospital Contract Will Support Future Upside

Fair Value: UK£3.06 21.9% undervalued intrinsic discount
9 users have set this as their fair value
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SRP: Higher Earnings Visibility And Capital Returns Will Support Future Rerating

Fair Value: UK£3.85 37.9% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with proven track record.

0 Risks
4 Rewards

Serco Group plc Key Details

UK£4.9b

Revenue

UK£4.4b

Cost of Revenue

UK£512.8m

Gross Profit

UK£367.2m

Other Expenses

UK£145.6m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 06, 2026
0.15
10.52%
2.99%
46.3%
View Full Analysis

About SRP

Founded
1929
Employees
54000
CEO
Anthony Kirby
WebsiteView website
www.serco.com

Serco Group plc provides public services in the United Kingdom, Europe, North America, the Asia Pacific, and the Middle East. It offers service design and advisory, resourcing, programme management, systems integration, case management, engineering, and assets and facilities management services. The company also provides administrative and back office, asylum seeker accommodation or passenger transport services; and supports in the decarbonization journeys of customers. It serves the United Kingdom and Canadian governments, devolved authorities, and other public sector customers; and federal and civilian agencies, and various state and municipal governments in citizen services, defense, health and other facilities management, justice and immigration, and transport sectors. Serco Group plc was founded in 1929 and is based in Hook, the United Kingdom.

Recent SRP News & Updates

Narrative Update Jul 01

SRP: Neutral Initiation And Limited Upside Will Likely Restrain Future Returns

Analysts have modestly lifted their fair value estimate for Serco Group to about £1.75 per share from roughly £1.66, citing updated assumptions for revenue growth, discount rate, profit margins and future P/E multiples following recent Street research, including a neutral initiation. What’s in the News for Serco Group Serco Group maintained earnings guidance for the full year 2026, with revenue guidance unchanged at about £5b.
Narrative Update Jun 17

SRP: Neutral Initiation And Hospital Contract Will Support Future Upside

Analysts have adjusted their fair value estimate for Serco Group to £3.06 from £2.89, reflecting updated assumptions on revenue growth, profit margins, and a slightly lower future P/E multiple following recent Street research that includes a neutral initiation. What’s in the News for Serco Group Serco Group PLC retained its facilities management contract at Norfolk and Norwich University Hospital.
Narrative Update Jun 03

SRP: Rising Optimism And Capital Returns Will Likely Constrain Future Share Upside

Serco Group’s analyst price targets have been revised higher, with the consolidated fair value estimate moving from £1.59 to about £1.66. Analysts are factoring in updated assumptions on revenue growth, profit margins and future P/E, alongside recent target lifts from Citi to £3.69 and Berenberg to £3.50, and a new neutral initiation from BNP Paribas.

Recent updates

No updates