Big Yellow Group (BYG) AI Stock Analysis

• Market Cap: $1.84B
• Dividend Yield: 4.87%
• Average Volume (3M): 433.21K
• Price to Earnings (P/E): 9.1
• Beta (1Y): 0.81
• Revenue Growth: 2.44%
• EPS Growth: -18.76%
• Country: UK
• Employees: 503
• Sector: Real Estate
• Sector Strength: 53
• Industry: REIT - Industrial
• EPS (TTM): N/A
• Shares Outstanding: 196,764,700
• 10 Day Avg. Volume: 590,316
• 30 Day Avg. Volume: 433,210
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.22
• Enterprise Value/Revenue: 10.96
• Enterprise Value/Gross Profit: 15.03
• Enterprise Value/Ebitda: 17.59
• 1Y Price Target: $1,186.50
• Price Target Upside: 24.50% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 8

• Rating: 74 Outperform
• Price Target: 1,032.00p ▲(8.29% Upside)

Big Yellow Group's overall stock score is driven primarily by its strong financial performance and attractive valuation. The company's robust profitability and low leverage provide a solid foundation for stability and growth. While technical analysis presents mixed signals, the low P/E ratio and high dividend yield enhance the stock's appeal. The absence of earnings call and corporate events data did not impact the score.

Positive Factors

Negative Factors

Big Yellow Group Business Overview & Revenue Model

Company Description

Big Yellow is the UK's brand leader in self storage. Big Yellow now operates from a platform of 103 stores, including 25 stores branded as Armadillo Self Storage, in which the Group has a 20% interest. We own a further 11 Big Yellow self storage development sites, of which eight have planning consent. The current maximum lettable area of the existing platform (including Armadillo) is 6.0 million sq ft. When fully built out the portfolio will provide approximately 6.8 million sq ft of flexible storage space. Of the Big Yellow stores and sites, 98% by value are held freehold and long leasehold, with the remaining 2% short leasehold. The Group has pioneered the development of the latest generation of self storage facilities, which utilise state of the art technology and are in high profile, accessible, main road locations. Our focus on the location and visibility of our Big Yellow stores, coupled with our excellent customer service and our market leading online platform, has created the most recognised brand name in the UK self storage industry.

How the Company Makes Money

Big 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

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

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

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.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	204.50M	204.50M	199.62M	188.83M	171.32M	135.24M
Gross Profit	149.15M	142.37M	143.63M	134.52M	120.94M	91.90M
EBITDA	127.44M	222.32M	266.58M	94.66M	708.26M	272.77M
Net Income	201.89M	201.89M	239.83M	73.33M	697.27M	265.19M
Balance Sheet
Total Assets	3.03B	3.03B	2.91B	2.75B	2.67B	1.84B
Cash, Cash Equivalents and Short-Term Investments	8.77M	8.77M	9.36M	8.33M	8.61M	12.32M
Total Debt	410.33M	410.33M	408.42M	512.27M	438.66M	353.37M
Total Liabilities	463.72M	463.72M	459.64M	569.54M	486.00M	388.40M
Stockholders Equity	2.57B	2.57B	2.45B	2.18B	2.18B	1.45B
Cash Flow
Free Cash Flow	114.57M	114.57M	104.79M	5.56M	2.42M	4.39M
Operating Cash Flow	114.57M	114.57M	104.79M	111.98M	107.57M	77.40M
Investing Cash Flow	-27.67M	-27.67M	-20.79M	-106.23M	-171.00M	-72.72M
Financing Cash Flow	-87.50M	-87.50M	-82.98M	-6.02M	59.71M	-43.77M

Big Yellow Group Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 953.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BYG, the sentiment is Positive. The current price of 953 is above the 20-day moving average (MA) of 925.50, above the 50-day MA of 926.84, and above the 200-day MA of 930.21, indicating a bullish trend. The MACD of 5.64 indicates Negative momentum. The RSI at 59.68 is Neutral, neither overbought nor oversold. The STOCH value of 62.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BYG.

Big Yellow Group Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SAFE	75 Outperform	1.43B	4.76	16.72%	4.66%	1.66%	11.42%
BYG	74 Outperform	$1.84B	9.13	8.06%	4.87%	2.44%	-18.76%
SGRO	71 Outperform	8.72B	14.00	4.93%	4.64%	-4.77%	―
SRE	71 Outperform	1.44B	9.26	10.55%	4.94%	7.20%	34.17%
AGR	68 Neutral	1.52B	8.77	10.11%	7.07%	16.01%	―
IWG	54 Neutral	2.15B	138.29	21.51%	0.39%	-2.24%	―
Sector *	65 Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%

Big Yellow Group Corporate Events

Big Yellow Group Expands with Strategic London Acquisition

Big Yellow Group PLC has announced the acquisition of a 0.5-acre freehold property in Bethnal Green, London, for £10.8 million. The company plans to develop a 68,000 sq ft self-storage center on the site, aiming for an 8% NOI yield upon stabilization. This strategic acquisition enhances Big Yellow’s pipeline in a high-demand area with scarce self-storage options, potentially strengthening its market position in London.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £10.90 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Big Yellow Group Updates Share Capital and Voting Rights

Big Yellow Group PLC announced that as of September 1, 2025, its issued share capital consists of 196,764,696 ordinary shares with voting rights, with none held in treasury. This update is in compliance with the UK Financial Conduct Authority’s Disclosure and Transparency Rule, allowing shareholders to accurately calculate their interests in the company.

The most recent analyst rating on (GB:BYG) stock is a Buy with a £1032.00 price target. To see the full list of analyst forecasts on Big Yellow Group stock, see the GB:BYG Stock Forecast page.

Big Yellow Group Secures Planning for New Storage Centre in Leamington Spa

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.

Big Yellow Group Expands with New Store in Staines

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.

Big Yellow Group PLC Grants Executive Share Options

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.

Big Yellow Group Updates Share Capital and Voting Rights

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.