Renew Holdings plc

DB:LLP Stock Report

Market Cap: €859.3m

Renew Holdings Valuation

Is LLP undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of LLP when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€19.34
Fair Value
44.4% undervalued intrinsic discount
3
Number of Analysts

Below Fair Value: LLP (€10.76) is trading below our estimate of fair value (€19.34)

Significantly Below Fair Value: LLP is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for LLP?

Key metric: As LLP is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for LLP. This is calculated by dividing LLP's market cap by their current earnings.
What is LLP's PE Ratio?
PE Ratio16.4x
EarningsUK£44.01m
Market CapUK£720.33m

Price to Earnings Ratio vs Peers

How does LLP's PE Ratio compare to its peers?

The above table shows the PE ratio for LLP vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average45.4x
NCH2 thyssenkrupp nucera KGaA
117.8x35.1%€1.3b
B5A0 BAUER
35.8x38.2%€195.8m
HOT HOCHTIEF
13.9x1.9%€10.0b
VOS Vossloh
14x10.6%€791.2m
LLP Renew Holdings
16.4x10.3%€723.5m

Price-To-Earnings vs Peers: LLP is good value based on its Price-To-Earnings Ratio (16.4x) compared to the peer average (45.4x).

Price to Earnings Ratio vs Industry

How does LLP's PE Ratio compare vs other companies in the European Construction Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
LLP 16.4xIndustry Avg. 13.4xNo. of Companies17PE01020304050+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: LLP is expensive based on its Price-To-Earnings Ratio (16.4x) compared to the European Construction industry average (13.4x).

Price to Earnings Ratio vs Fair Ratio

What is LLP's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

LLP PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio16.4x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate LLP's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst LLP forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€10.76
€15.90
+47.8%
1.7%€16.28€15.68n/a3
Jan ’26€11.08
€15.80
+42.6%
1.7%€16.18€15.58n/a3
Dec ’25€12.47
€15.80
+26.7%
1.7%€16.18€15.58n/a3
Nov ’25€12.83
€15.78
+23.0%
1.7%€16.16€15.56n/a3
Oct ’25€13.12
€14.74
+12.4%
1.7%€15.00€14.40n/a3
Sep ’25n/a
€14.36
0%
3.5%€14.85€13.67n/a3
Aug ’25n/a
€14.36
0%
3.5%€14.85€13.67n/a3
Jul ’25n/a
€13.75
0%
7.4%€14.77€12.17n/a4
Jun ’25n/a
€13.26
0%
5.8%€13.96€11.98n/a4
May ’25n/a
€11.80
0%
3.7%€12.30€11.13n/a4
Apr ’25n/a
€11.38
0%
3.5%€11.93€11.01n/a4
Mar ’25n/a
€11.38
0%
3.5%€11.93€11.01n/a4
Feb ’25n/a
€11.38
0%
3.5%€11.93€11.01n/a4
Jan ’25n/a
€11.38
0%
3.5%€11.93€11.01€11.084
Dec ’24n/a
€11.17
0%
2.9%€11.56€10.79€12.475
Nov ’24n/a
€10.90
0%
2.1%€11.05€10.47€12.835
Oct ’24n/a
€10.90
0%
2.1%€11.05€10.47€13.125
Sep ’24n/a
€10.77
0%
2.4%€11.04€10.46n/a5
Aug ’24n/a
€10.77
0%
2.4%€11.04€10.46n/a5
Jul ’24n/a
€10.77
0%
2.4%€11.04€10.46n/a5
Jun ’24n/a
€10.61
0%
2.4%€10.94€10.37n/a4
May ’24n/a
€10.36
0%
2.3%€10.70€10.14n/a4
Apr ’24n/a
€10.36
0%
2.3%€10.70€10.14n/a4
Mar ’24n/a
€10.36
0%
2.3%€10.70€10.14n/a4
Feb ’24n/a
€10.36
0%
2.3%€10.70€10.14n/a4
Jan ’24n/a
€10.59
0%
1.6%€10.76€10.41n/a4
Analyst Price Target
Consensus Narrative from 3 Analysts
€15.52
Fair Value
30.7% undervalued intrinsic discount
3
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/10 21:07
End of Day Share Price 2025/01/09 00:00
Earnings2024/09/30
Annual Earnings2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Renew Holdings plc is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Calum BattersbyBerenberg
James BaylissBerenberg
Kevin CammackCavendish Historical (Cenkos Securities)