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Cerillion PlcCER.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Information Technology›Packaged Software
Momentum laggard 10
Mkt cap
$314M
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$1.17M
20-day average traded
Fwd P/E
16.4×
forward earnings
ROIC−WACC
+29.6 pp
WACC 8.9%
Hurdle
-15 pp
Req g minus delivered
Next earnings
24 days
30 Nov 2026
Close · GBP£790.00
1D+2.6%
1W+9.7%
1M+16.2%
3M-15.4%
6M-41.0%
YTD-35.2%
1Y-44.6%
ATR %4.4%
52w lowhigh55.4% off high

What Cerillion does

No business profile yet.

Cerillion at a glance

Size Cerillion (CER.L) is a United Kingdom Information Technology company (Packaged Software) with a market value of $314M, the 358th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £790.00 on 6 Nov 2026.

Performance Over six months the shares fell 41.0%, against -11.4% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd lowest of 19 in its peer set.

Growth Revenue grew 0.7% over the last twelve months (peer median +10.8%); the operating margin is 38.8% (peer median 9.7%).

Valuation It trades at 16.4× forward earnings against a peer median of 20.6× (6th cheapest of 13).

Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 29.6 points above its cost of capital (8.9% WACC).

Next results Next results expected around 30 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 88CER.L 59
Six months, rebased to 100: Cerillion against the median of its 20 peers (local-currency closes).

Cerillion financials

Reported figures in GBP; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£42.5M£45.4M£43.8M£39.2M£32.7M
Revenue growth—+4%+12%+20%—
Gross profit£31.3M£34.6M£33.0M£28.2M£22.5M
EBITDA£18.9M£22.4M£21.8M£18.4M£15.5M
Net income£13.7M£16.6M£15.3M£12.9M£9.34M
Free cash flow£7.37M£12.8M£11.0M£9.47M£11.7M
Capital expenditure£2.26M£2.28M£1.51M£1.43M£1.61M
Total debtn/a£3.31M£2.80M£3.16M£4.03M

Quarterly statements and history in the cockpit →

Cerillion 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%+50%0%+50%2660EHSFEGHTEMUDHRANET688619LSAK3932ALBFR300020CBRAIN42586880813763000797CER.L6-month return →1-month return →
Up and to the right = strong over both horizons. Cerillion is the large dot.

Fundamentals: revenue growth against valuation

0%+20%20×40×SFEGHTEMUDHRANETLSAK3932ALBFRCBRAIN42583668376300688201CER.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Cerillion is the large dot.

Capital: growth delivered against growth the price implies

-25%0%+25%+50%0%50%SFEGHTNET688619LSAK3932ALBFR3000204258376300688201CER.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. Cerillion is the large dot.

Cerillion competitors and peer comparison

How Cerillion 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.

Cerillion against its 20 peers (data as of 6 Nov 2026)
MeasureCER.LPeer medianRank in peer set
1-month return+16.2%-2.7%2nd highest of 20
6-month return-41.0%-11.4%3rd lowest of 19
Distance from 52-week high-55.4%-36.5%6th lowest of 20
Revenue growth (TTM)+0.7%+10.8%8th lowest of 21
Operating margin38.8%9.7%highest of 21
Forward P/E16.4×20.6×6th cheapest of 13
Growth the price implies (Req g, 7 yrs)1.4%12.0%3rd least demanding of 13
Growth delivered (Del g)+16.9%+11.7%4th highest of 13
Hurdle (Req g minus delivered)-15.4 pp-0.6 pp4th least demanding of 13
ROIC minus cost of capital+29.6 pp-2.9 pphighest of 19
EV / EBITDA10.8×17.6×5th cheapest of 12
Net debt / EBITDA-1.5×-0.3×6th least indebted of 14

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
Cerillion CER.LUnited Kingdom$314M-41%+1%39%16.4×1.4%+16.9%
Zengame Technology 2660.HKHong Kong$318M-15%+19%24%n/an/an/a
EHang Holdings Ltd. Sponsored ADR EHUnited States$309M-61%-3%-86%n/an/an/a
Stillfront SF.STSweden$320M+9%-12%16%4.2×-15.4%+7.4%
8x8 EGHTUnited States$308M-22%+4%4%5.9×12.4%+6.7%
eMudhra EMUDHRA.NSIndia$324M-31%+30%18%22.3×n/an/a
Netcall NET.LUnited Kingdom$304M+7%+20%10%25.6×9.3%+16.3%
Ropeok Technology 688619.SSChina$302M-32%-17%-144%n/a41.8%-24.4%
Lesaka Technologies LSAKUnited States$302M-28%+9%3%7.2×10.1%+40.7%
Akatsuki 3932.TJapan$327M+29%+31%34%6.3×-13.6%-3.6%
Sidetrade ALBFR.PAFrance$327M+24%+13%5%30.6×33.9%+16.1%
Enjoyor Technology 300020.SZChina$299M-14%-23%-1,427%n/a20.3%-39.4%
toggle 652A.TJapan$331Mn/a+25%9%n/an/an/a
cBrain A/S CBRAIN.CODenmark$332M+84%-1%24%39.7×11.6%+15.9%
AMIYA 4258.TJapan$294M+83%+25%18%49.6×23.9%+20.7%
Reconova Technologies 7656.HKHong Kong$336Mn/a+12%-15%n/an/an/a
COLOPL 3668.TJapan$337M-4%-13%10%18.9×n/an/a
Wuhan Xingtu Xinke Electronics 688081.SSChina$337M-59%-13%-49%n/an/an/a
DEAR U 376300.KSSouth Korea$338M-40%+20%22%15.0×5.1%+45.1%
7Road 0797.HKHong Kong$338M+83%+71%27%n/an/an/a
Beijing Infosec Technologies 688201.SSChina$340M-9%+7%2%42.1×56.5%+5.5%

Questions

Which companies are Cerillion's closest peers?
The cockpit's peer set: Zengame Technology (2660.HK), EHang Holdings Ltd. Sponsored ADR (EH), Stillfront (SF.ST), 8x8 (EGHT), eMudhra (EMUDHRA.NS), Netcall (NET.L), Ropeok Technology (688619.SS), Lesaka Technologies (LSAK).
Is Cerillion expensive compared with its peers?
On forward p/e it trades at 16.4× against a peer median of 20.6×, 6th cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Cerillion stock performed?
Over six months to 6 Nov 2026 the shares returned -41.0% against -11.4% for the median peer; over one year -44.6%.

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.