Loading…

GB Group PLCGBG.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Information Technology›Packaged Software
Momentum laggard 4
Mkt cap
$472M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$2.67M
20-day average traded
Fwd P/E
8.7×
forward earnings
ROIC−WACC
-3.7 pp
WACC 7.7%
Hurdle
-1 pp
Req g minus delivered
Next earnings
18 days
24 Nov 2026
Close · GBP£153.40
1D-3.4%
1W-4.4%
1M+6.1%
3M-34.6%
6M-29.0%
YTD-40.3%
1Y-33.6%
ATR %3.9%
52w lowhigh41.6% off high

What GB Group PLC does

Employees: 1,055

GB Group PLC at a glance

Size GB Group PLC (GBG.L) is a United Kingdom Information Technology company (Packaged Software) with a market value of $472M, the 301st largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £153.40 on 6 Nov 2026.

Performance Over six months the shares fell 29.0%, against -21.2% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 0.8% over the last twelve months (peer median +9.1%); the operating margin is 10.5% (peer median 8.9%).

Valuation It trades at 8.7× forward earnings against a peer median of 24.2× (2nd cheapest of 15).

Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -1 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 3.7 points below its cost of capital (7.7% WACC).

Next results Next results expected around 24 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026Peer median 79GBG.L 71
Six months, rebased to 100: GB Group PLC against the median of its 20 peers (local-currency closes).

GB Group PLC financials

Reported figures in GBP; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£285M£285M£283M£277M£279M
Revenue growth—+1%+2%-1%—
Gross profit£163M£163M£161M£195M£198M
EBITDA£65.2M£65.2M£63.2M£60.5M£57.6M
Net income-£75.1M-£75.1M£8.63M-£48.6M-£120M
Free cash flow£32.9M£32.9M£45.2M£35.0M£27.5M
Capital expenditure£1.31M£1.31M£766,000£457,000£1.02M
Total debtn/a£114M£74.3M£103M£128M

Quarterly statements and history in the cockpit →

GB Group PLC 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

-75%-50%-25%0%+25%-20%0%+20%30014844756886489678EQSHKD3632CRWGRVY5036603232002425688168225570BOKUDATAMATICSNXL1INNBRAIGBG.L6-month return →1-month return →
Up and to the right = strong over both horizons. GB Group PLC is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%0×50×100×44759678EQS3632CRW5036603232688168225570BOKUNXL6885791INNGBG.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. GB Group PLC is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%3001484475EQSHKDCRWBOKUDATAMATICSNXL6885791INNGBG.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. GB Group PLC is the large dot.

GB Group PLC competitors and peer comparison

How GB Group PLC 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.

GB Group PLC against its 20 peers (data as of 6 Nov 2026)
MeasureGBG.LPeer medianRank in peer set
1-month return+6.1%-2.9%6th highest of 21
6-month return-29.0%-21.2%8th lowest of 21
Distance from 52-week high-41.6%-38.1%10th lowest of 21
Revenue growth (TTM)+0.8%+9.1%9th lowest of 20
Operating margin10.5%8.9%9th highest of 20
Forward P/E8.7×24.2×2nd cheapest of 15
Growth the price implies (Req g, 7 yrs)4.6%14.8%4th least demanding of 11
Growth delivered (Del g)+5.5%+14.4%3rd lowest of 11
Hurdle (Req g minus delivered)-1.0 pp-0.2 pp5th least demanding of 11
ROIC minus cost of capital-3.7 pp-9.3 pp8th highest of 17
EV / EBITDA6.6×8.6×3rd cheapest of 9
Net debt / EBITDA1.3×-0.4×3rd most indebted of 12

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
GB Group PLC GBG.LUnited Kingdom$472M-29%+1%11%8.7×4.6%+5.5%
Tangel Culture 300148.SZChina$472M-8%+9%9%n/a25.6%-7.4%
Hennge K.k 4475.TJapan$471M+132%+19%17%40.3×21.7%+21.3%
China Post Technology 688648.SSChina$474M-33%+52%-7%n/an/an/a
Unisound AI Technology 9678.HKHong Kong$470M-84%+40%-18%24.0×n/an/a
Equasens EQS.PAFrance$468M-25%+9%21%9.4×-6.4%+6.6%
AMTD Digital, Inc. Sponsored ADR HKDUnited States$468M-15%+22%27%n/a48.8%+18.5%
GREE Holdings.Inc 3632.TJapan$475M+20%-10%8%24.5×n/an/a
Craneware CRW.LUnited Kingdom$467M-32%-3%14%17.2×2.9%+22.2%
Gravity Co., Ltd. Sponsored ADR GRVYUnited States$467M+3%-2%16%n/an/an/a
Japan Business Systems 5036.TJapan$477M+16%+25%4%10.6×n/an/a
Koal Software 603232.SSChina$479M-26%-18%-33%68.7×n/an/a
Kaiser (China) Culture 002425.SZChina$461M-10%-3%-53%n/an/an/a
Beijing ABT Networks 688168.SSChina$485M-52%-73%-33%110.8×n/an/a
NEXON Games 225570.KSSouth Korea$457M-18%-31%-26%24.8×n/an/a
BOKU BOKU.LUnited Kingdom$490M-29%+10%9%19.3×9.1%+17.3%
Datamatics Global Services DATAMATICS.NSIndia$453M-12%+11%16%15.5×10.8%+11.6%
Nuix NXL.AXAustralia$452M+37%+19%12%25.6×23.0%+8.4%
Dareway Intelligent Technology 688579.SSChina$450M-26%-21%-2%44.1×18.9%+0.9%
innoscripta 1INN.DEGermany$495M-37%+42%61%8.0×-13.3%+55.9%
Braiin BRAIUnited States$447M-70%n/an/an/an/an/a

Questions

Which companies are GB Group PLC's closest peers?
The cockpit's peer set: Tangel Culture (300148.SZ), Hennge K.k (4475.T), China Post Technology (688648.SS), Unisound AI Technology (9678.HK), Equasens (EQS.PA), AMTD Digital, Inc. Sponsored ADR (HKD), GREE Holdings.Inc (3632.T), Craneware (CRW.L).
Is GB Group PLC expensive compared with its peers?
On forward p/e it trades at 8.7× against a peer median of 24.2×, 2nd cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -1 pp: the price already allows for a slowdown.
How has GB Group PLC stock performed?
Over six months to 6 Nov 2026 the shares returned -29.0% against -21.2% for the median peer; over one year -33.6%.

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.