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← CockpitCompetitor Analysis › BCG.L Baltic Classifieds Group PlcOpen in the cockpit ↗

Baltic Classifieds Group PlcBCG.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Information Technology›Internet Software/Services
Momentum laggard 0
Mkt cap
$1.14B
US dollars, full cap
Free float
91%
of shares outstanding
$/day
$28,599
20-day average traded
Fwd P/E
0.2×
forward earnings
ROIC−WACC
+1.6 pp
WACC 11.9%
Hurdle
-1 pp
Req g minus delivered
Next earnings
27 days
3 Dec 2026
Close · GBP£2.48
1D+0.2%
1W+7.5%
1M+11.9%
3M-98.8%
6M-98.7%
YTD-98.8%
1Y-99.1%
ATR %33.2%
52w lowhigh99.1% off high

What Baltic Classifieds does

No business profile yet.

Baltic Classifieds at a glance

Size Baltic Classifieds (BCG.L) is a United Kingdom Information Technology company (Internet Software/Services) with a market value of $1.14B, the 209th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £2.48 on 6 Nov 2026.

Performance Over six months the shares fell 98.7%, against -12.1% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — lowest of 21 in its peer set.

Growth Revenue grew 6.8% over the last twelve months (peer median +11.2%); the operating margin is 68.2% (peer median 10.8%).

Valuation It trades at 0.2× forward earnings against a peer median of 13.8× (cheapest of 15).

Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -1 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.6 points above its cost of capital (11.9% WACC).

Next results Next results expected around 3 Dec 2026 (exchange calendar; dates can move).

Relative performance

05010011 May 202611 Aug 20266 Nov 2026Peer median 87BCG.L 1
Six months, rebased to 100: Baltic Classifieds against the median of its 20 peers (local-currency closes).

Baltic Classifieds financials

Reported figures in GBP; fiscal year ends 2026-04-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£88.5M£88.5M£82.8M£72.1M£60.8M
Revenue growth—+7%+15%+19%—
Gross profit£80.2M£80.2M£71.9Mn/an/a
EBITDA£68.6M£68.6M£64.4M£55.2M£46.0M
Net income£50.9M£50.9M£44.8M£32.0M£23.2M
Free cash flow£59.8M£59.8M£57.0M£50.9Mn/a
Capital expenditure£581,000£581,000£353,000£306,000£251,000
Total debtn/a£73.2M£25.4M£50.3M£69.7M

Quarterly statements and history in the cockpit →

Baltic Classifieds competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%-20%0%MOON000793YELPEVERWBTNHEPS181710TRSTSIFY7685CARTRADEOMDAMONYLZTMVIQ2273FUBOBCG.L6-month return →1-month return →
Up and to the right = strong over both horizons. Baltic Classifieds is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×20×40×MOONYELPEVER181710TRST7685CARTRADEOMDAMONYLZTMV2273YALABCG.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Baltic Classifieds is the large dot.

Capital: growth delivered against growth the price implies

-40%-20%0%+20%+40%-25%0%25%50%MOON000793YELPEVER181710TRST7685CARTRADEOMDAMONYLZ2273BCG.LGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Baltic Classifieds is the large dot.

Baltic Classifieds competitors and peer comparison

How Baltic Classifieds compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Baltic Classifieds against its 20 peers (data as of 6 Nov 2026)
MeasureBCG.LPeer medianRank in peer set
1-month return+11.9%+0.5%3rd highest of 21
6-month return-98.7%-12.1%lowest of 21
Distance from 52-week high-99.1%-31.3%lowest of 21
Revenue growth (TTM)+6.8%+11.2%10th lowest of 20
Operating margin68.2%10.8%highest of 20
Forward P/E0.2×13.8×cheapest of 15
Growth the price implies (Req g, 7 yrs)15.2%2.4%5th most demanding of 14
Growth delivered (Del g)+15.9%+10.9%6th highest of 14
Hurdle (Req g minus delivered)-0.7 pp-13.3 pp5th most demanding of 14
ROIC minus cost of capital+1.6 pp+9.5 pp7th lowest of 16
EV / EBITDA14.9×8.5×3rd most expensive of 14
Net debt / EBITDA0.6×-0.2×4th most indebted of 16

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Baltic Classifieds BCG.LUnited Kingdom$1.14B-99%+7%68%0.2×15.2%+15.9%
Moonpig MOON.LUnited Kingdom$1.13B+41%+7%21%15.2×3.7%+0.3%
Huawen Media 000793.SZChina$1.19B-34%0%-14%n/a17.8%-34.6%
Yelp YELPUnited States$1.06B-28%+2%13%8.1×-18.4%+10.9%
EverQuote EVERUnited States$1.02B+41%+24%11%14.3×-7.0%+14.8%
WEBTOON Entertainment WBTNUnited States$1.31B-27%0%-3%n/an/an/a
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPSUnited States$979M-3%+22%-3%n/an/an/a
NHN 181710.KSSouth Korea$1.34B+44%+12%6%16.3×-4.4%+8.9%
Trustpilot TRST.LUnited Kingdom$1.36B+12%+19%5%52.4×32.7%+20.0%
Sify Technologies Limited Sponsored ADR SIFYUnited States$941M-20%+11%8%n/an/an/a
BuySell Technologies 7685.TJapan$938M-28%+58%11%15.0×-1.2%+46.8%
CarTrade Tech CARTRADE.NSIndia$1.39B+40%+16%30%47.7×34.5%+25.6%
Omada Health OMDAUnited States$924M+2%+48%0%37.1×28.7%+42.9%
Mony MONY.LUnited Kingdom$1.42B+21%+2%26%11.1×-0.7%+5.3%
LegalZoom.com LZUnited States$897M-19%+12%4%6.7×6.1%+9.9%
TeamViewer TMV.DEGermany$894M-5%+2%34%5.2×-11.0%+10.4%
iQIYI, Inc. Sponsored ADR IQUnited States$886M-20%-3%-2%n/an/an/a
Gushengtang 2273.HKHong Kong$874M+1%+12%13%13.4×2.4%+27.6%
Yalla Group Ltd. Sponsored ADR YALAUnited States$863M-21%-4%31%7.0×n/an/a
FuboTV FUBOUnited States$830M-26%n/an/an/an/an/a
Weibo 9898.HKHong Kong$1.58B-24%+2%25%5.2×n/an/a

Questions

Which companies are Baltic Classifieds's closest peers?
The cockpit's peer set: Moonpig (MOON.L), Huawen Media (000793.SZ), Yelp (YELP), EverQuote (EVER), WEBTOON Entertainment (WBTN), D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR (HEPS), NHN (181710.KS), Trustpilot (TRST.L).
Is Baltic Classifieds expensive compared with its peers?
On forward p/e it trades at 0.2× against a peer median of 13.8×, cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -1 pp: the price already allows for a slowdown.
How has Baltic Classifieds stock performed?
Over six months to 6 Nov 2026 the shares returned -98.7% against -12.1% for the median peer; over one year -99.1%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.