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Big Yellow Group (GB:BYG)
:BYG
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Big Yellow Group (BYG) AI Stock Analysis

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GB:BYG

Big Yellow Group

(OTC:BYG)

Rating:74Outperform
Price Target:
1,032.00p
▲(17.01% Upside)
Big Yellow Group's overall stock score is driven primarily by its strong financial performance and attractive valuation. The company's robust revenue growth, high profitability margins, and solid balance sheet contribute significantly to its score. While technical analysis indicates some bearish trends, the stock's undervaluation and high dividend yield provide a compelling case for investment. The absence of earnings call data and corporate events does not impact the overall score.
Positive Factors
Earnings
Rental rate growth and a strong development pipeline are key reasons for the upgrade to Buy.
Financial Performance
Big Yellow has better EBITDA margins and the highest revenue per square foot compared to its peers.
Negative Factors
Market Conditions
Higher levels of macroeconomic uncertainty have impacted consumer confidence, leading to some softening in demand and some loss of occupancy.
Stock Performance
Big Yellow's shares are down 5% year to date and have underperformed the UK EPRA Index, which is up 3% over the same period.

Big Yellow Group (BYG) vs. iShares MSCI United Kingdom ETF (EWC)

Big Yellow Group Business Overview & Revenue Model

Company DescriptionBig Yellow Group (BYG) is a leading self-storage company based in the UK, providing storage solutions for both personal and business needs. The company operates a network of self-storage facilities, offering a variety of unit sizes and services tailored to meet the diverse requirements of its customers. BYG also provides additional services such as packing supplies and vehicle storage, positioning itself as a comprehensive solution for space management.
How the Company Makes MoneyBig Yellow Group generates revenue primarily through the rental of self-storage units, charging customers on a monthly basis for the space they occupy. The company has a tiered pricing structure based on the size of the units and the duration of the rental agreement. Key revenue streams include long-term rentals from personal customers, business storage solutions, and ancillary sales from packing materials and services. Additionally, BYG may benefit from partnerships with businesses requiring storage solutions for inventory or equipment, further enhancing its earnings potential. The company’s strategic locations in urban areas also contribute to its profitability by attracting a steady flow of customers seeking convenient storage options.

Big Yellow Group Financial Statement Overview

Summary
Big Yellow Group's financial performance is robust, characterized by strong revenue growth, high profitability margins, and a solid balance sheet with low leverage. The company exhibits effective cash flow management and has maintained stability despite fluctuations in net income. While there are some concerns over declining equity and net income, the overall financial health remains strong, positioning the company well for future growth and stability.
Income Statement
85
Very Positive
Big Yellow Group has demonstrated strong revenue growth with a Revenue Growth Rate of 2.44% in the latest annual report. The company maintains healthy profitability with a high Gross Profit Margin of approximately 69.6% and a robust Net Profit Margin of 98.69% due to significant non-operating income. The EBIT and EBITDA margins are also strong at 61.93% and 108.72%, respectively, indicating solid operational efficiency. However, the decline in Net Income from the previous year suggests potential volatility in earnings.
Balance Sheet
78
Positive
The balance sheet of Big Yellow Group is solid, with a strong Equity Ratio of 84.71%, indicating financial stability and low leverage risk. The Debt-to-Equity Ratio is modest at 0.16, showing conservative debt usage. However, the decline in Stockholders' Equity compared to the previous year suggests potential challenges in asset value or retained earnings growth. The Return on Equity (ROE) remains impressive at 7.87%, highlighting effective use of equity in generating profits.
Cash Flow
82
Very Positive
The cash flow statements reveal a stable operating cash flow with an Operating Cash Flow to Net Income Ratio of 0.57. The Free Cash Flow has grown by 9.34% from the previous year, reflecting efficient cash management. While the Free Cash Flow to Net Income Ratio stands at 0.57, indicating room for improvement, the company shows a positive cash flow trend, enhancing its capacity to reinvest or reduce debt.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue204.50M204.50M199.62M188.83M171.32M135.24M
Gross Profit149.15M142.37M143.63M134.52M120.94M91.90M
EBITDA127.44M222.32M266.58M94.66M708.26M272.77M
Net Income201.89M201.89M239.83M73.33M697.27M265.19M
Balance Sheet
Total Assets3.03B3.03B2.91B2.75B2.67B1.84B
Cash, Cash Equivalents and Short-Term Investments8.77M8.77M9.36M8.33M8.61M12.32M
Total Debt410.33M410.33M408.42M512.27M438.66M353.37M
Total Liabilities463.72M463.72M459.64M569.54M486.00M388.40M
Stockholders Equity2.57B2.57B2.45B2.18B2.18B1.45B
Cash Flow
Free Cash Flow114.57M114.57M104.79M5.56M2.42M4.39M
Operating Cash Flow114.57M114.57M104.79M111.98M107.57M77.40M
Investing Cash Flow-27.67M-27.67M-20.79M-106.23M-171.00M-72.72M
Financing Cash Flow-87.50M-87.50M-82.98M-6.02M59.71M-43.77M

Big Yellow Group Technical Analysis

Technical Analysis Sentiment
Negative
Last Price882.00
Price Trends
50DMA
935.69
Negative
100DMA
947.33
Negative
200DMA
938.53
Negative
Market Momentum
MACD
-7.77
Positive
RSI
35.76
Neutral
STOCH
12.76
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BYG, the sentiment is Negative. The current price of 882 is below the 20-day moving average (MA) of 921.95, below the 50-day MA of 935.69, and below the 200-day MA of 938.53, indicating a bearish trend. The MACD of -7.77 indicates Positive momentum. The RSI at 35.76 is Neutral, neither overbought nor oversold. The STOCH value of 12.76 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:BYG.

Big Yellow Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (53)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
£1.53B9.8911.42%4.79%7.20%34.17%
74
Outperform
£1.78B8.828.06%5.26%2.44%-18.76%
73
Outperform
£1.56B9.0910.66%5.54%16.01%
71
Outperform
£1.37B4.6613.69%4.98%1.66%11.42%
70
Outperform
£8.48B13.675.20%4.95%-4.77%
56
Neutral
£2.04B133.1629.10%0.43%-1.32%
53
Neutral
$1.21B2.73-5.63%5.80%-3.40%-78.11%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BYG
Big Yellow Group
882.00
-310.37
-26.03%
GB:AGR
Assura plc
47.24
9.98
26.78%
GB:SAFE
Safestore Holdings
628.50
-184.00
-22.65%
GB:SGRO
Segro plc (REIT)
604.40
-237.65
-28.22%
GB:IWG
IWG plc
193.40
20.07
11.58%
GB:SRE
Sirius Real Estate
98.70
8.07
8.90%

Big Yellow Group Corporate Events

Product-Related AnnouncementsBusiness Operations and Strategy
Big Yellow Group Secures Planning for New Storage Centre in Leamington Spa
Positive
Aug 12, 2025

Big Yellow Group PLC has secured planning consent for a new 55,000 sq ft storage centre in Leamington Spa, expected to open in summer 2027. This development is part of the company’s growth strategy, with the new facility anticipated to deliver an 8.5% net operating income return at stabilization, enhancing the company’s market presence and operational capacity.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Product-Related AnnouncementsBusiness Operations and Strategy
Big Yellow Group Expands with New Store in Staines
Positive
Aug 5, 2025

Big Yellow Group PLC has opened a new 70,000 sq ft store in Staines, West London, marking the first of nine new sites under construction. This expansion is part of a strategic growth plan to increase capacity by 730,000 sq ft, with anticipated returns of 8.8% on a development cost of £422 million. The new stores are expected to significantly enhance the company’s market presence and operational income.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Big Yellow Group PLC Grants Executive Share Options
Positive
Aug 1, 2025

Big Yellow Group PLC announced the granting of nil paid options over ordinary shares to its Executive Directors under the Long Term Investment Plan. These options, exercisable from August 2028 to July 2035, are subject to performance criteria and reflect the company’s commitment to aligning executive incentives with long-term shareholder value. This move is likely to strengthen the company’s leadership stability and could positively impact its market positioning by ensuring that key executives are motivated to drive future growth.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Regulatory Filings and Compliance
Big Yellow Group Updates Share Capital and Voting Rights
Neutral
Jul 31, 2025

Big Yellow Group PLC has announced that as of 31 July 2025, the company’s issued share capital consists of 196,764,696 ordinary shares with voting rights. This update is in accordance with the UK Financial Conduct Authority’s Disclosure and Transparency Rule 5.6.1. The announcement ensures shareholders are informed about the total number of shares with voting rights, which is crucial for determining their interest or changes in interest in the company under regulatory guidelines.

The most recent analyst rating on (GB:BYG) stock is a Hold with a £11.10 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Big Yellow Group Reports Revenue Growth Amidst Occupancy Challenges
Positive
Jul 17, 2025

Big Yellow Group PLC reported a 3% increase in total revenue for the first quarter of 2025, despite a decrease in occupancy compared to the previous year. The company has focused on cost control and automation to maintain operating expenses, and it continues to expand its capacity with new store openings. The company anticipates further growth with the opening of additional stores in the coming years, despite challenges such as macroeconomic uncertainty affecting demand.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Regulatory Filings and Compliance
Big Yellow Group PLC Announces Total Voting Rights Update
Neutral
Jul 1, 2025

Big Yellow Group PLC announced that as of June 30, 2025, its issued share capital consists of 196,714,696 ordinary shares with voting rights. This information is crucial for shareholders to determine their notification requirements under the UK Financial Conduct Authority’s Disclosure and Transparency Rules. The announcement underscores the company’s compliance with regulatory requirements and provides transparency for stakeholders regarding shareholding structures.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Shareholder MeetingsFinancial DisclosuresRegulatory Filings and Compliance
Big Yellow Group Releases 2025 Annual Report and AGM Notice
Neutral
Jun 17, 2025

Big Yellow Group PLC has published its 2025 Annual Report and Accounts, along with the notice for its upcoming Annual General Meeting scheduled for 17 July 2025. These documents are now accessible to shareholders and have been submitted to the National Storage Mechanism for public inspection. This release marks a continuation of the company’s commitment to transparency and regulatory compliance, potentially reinforcing stakeholder confidence and market positioning.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Regulatory Filings and Compliance
Big Yellow Group Announces Total Voting Rights Update
Neutral
Jun 2, 2025

Big Yellow Group PLC has announced its total voting rights as of May 31, 2025, with an issued share capital of 196,714,696 ordinary shares, all with voting rights. This update is in line with the UK Financial Conduct Authority’s Disclosure and Transparency Rule, allowing shareholders to calculate their interest in the company accurately.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Big Yellow Group PLC Grants Share Options to Executive Directors
Positive
May 27, 2025

Big Yellow Group PLC announced that its Executive Directors, including Executive Chairman Nicholas Vetch, CEO James Gibson, and CFO John Trotman, have been granted nil cost options over ordinary shares as part of the Big Yellow Deferred Bonus Share Plan 2018. These options, exercisable from May 2028 to May 2035, reflect the company’s strategy to incentivize its leadership team, potentially impacting its long-term operational stability and aligning management interests with shareholder value.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £14.65 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Big Yellow Group Appoints John Hunter as Executive Director
Positive
May 19, 2025

Big Yellow Group PLC has announced the appointment of John Hunter as an Executive Director, effective from the Annual General Meeting on 17 July. John Hunter, who joined the company as Chief Operating Officer in April 2024, brings over 20 years of experience in the retail and consumer services sectors, having previously worked with companies like Carphone Warehouse and HomeServe. His appointment is expected to significantly contribute to the company’s operations and strategic direction.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £1275.00 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Big Yellow Group Reports Resilient Financial Performance and Strategic Growth
Positive
May 19, 2025

Big Yellow Group PLC reported a resilient financial performance for the year ending March 31, 2025, with a 3% increase in store revenue and an 8% rise in adjusted profit before tax. Despite macroeconomic uncertainties, the company maintained stable occupancy rates and achieved growth in net rents. The Group’s strategic focus on expanding its footprint in London continues to drive growth, with new store openings and a robust development pipeline. The company also made significant investments in sustainability, including solar retrofits, and maintained a low debt level, enhancing its financial flexibility.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £1275.00 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 28, 2025