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UK animal-genetics company breeding and selling superior pig (PIC) and cattle (ABS) breeding stock.
UK animal-genetics company breeding and selling superior pig (PIC) and cattle (ABS) breeding stock.
PIC is paid in part through royalties on the pigs its customers produce from its breeding stock, which ties income to herd size and pork production, while ABS sells bull semen to dairy and beef farmers. A gene-edited pig resistant to the PRRS virus, a major swine disease, is in development and needs approvals in export markets.
In one line: A UK genetics-focused livestock supplier.
Moat: wide (IP / patents, scale, installed base). Decades of proprietary genetic-selection data give a hard-to-replicate breeding lead.
Headquarters: Basingstoke, UK · Founded: 1996 · Employees: 3,054
Size Genus (GNS.L) is a United Kingdom Consumer Staples company (Agricultural Commodities/Milling) with a market value of $2.07B, the 157th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £2,392 on 6 Nov 2026.
Performance Over six months the shares gained 5.3%, against -15.7% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue fell 2.2% over the last twelve months (peer median +5.4%); the operating margin is 13.3% (peer median 6.4%).
Valuation It trades at 23.0× forward earnings against a peer median of 17.6× (5th most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +15 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.2 points below its cost of capital (12.1% WACC).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | £658M | £658M | £673M | £669M | £690M |
| Revenue growth | — | -2% | +1% | -3% | — |
| Gross profit | £617M | £223M | £207M | £192M | £247M |
| EBITDA | £128M | £123M | £114M | £103M | £104M |
| Net income | £285M | £285M | £19.3M | £7.90M | £33.3M |
| Free cash flow | £78.0M | £78.0M | £59.9M | £19.7M | £27.1M |
| Capital expenditure | £18.1M | £18.1M | £18.6M | £24.7M | £35.2M |
| Total debt | n/a | £108M | £266M | £291M | £232M |
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.
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.
| Measure | GNS.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.7% | -3.8% | 4th highest of 21 |
| 6-month return | +5.3% | -15.7% | 6th highest of 20 |
| Distance from 52-week high | -25.7% | -26.4% | 11th highest of 21 |
| Revenue growth (TTM) | -2.2% | +5.4% | 7th lowest of 21 |
| Operating margin | 13.3% | 6.4% | 6th highest of 21 |
| Forward P/E | 23.0× | 17.6× | 5th most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 17.9% | 2.1% | 3rd most demanding of 14 |
| Growth delivered (Del g) | +2.8% | +12.9% | 3rd lowest of 14 |
| Hurdle (Req g minus delivered) | +15.1 pp | -4.7 pp | most demanding of 14 |
| ROIC minus cost of capital | -4.2 pp | -1.0 pp | 5th lowest of 21 |
| EV / EBITDA | 12.5× | 10.5× | 4th most expensive of 10 |
| Net debt / EBITDA | 0.5× | 1.9× | 3rd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Genus GNS.L | United Kingdom | $2.07B | +5% | -2% | 13% | 23.0× | 17.9% | +2.8% |
| Lien Hwa Industrial 1229.TW | Taiwan | $2.12B | -6% | -3% | 9% | n/a | 21.5% | +7.3% |
| Guangxi Yuegui Guangye 000833.SZ | China | $2.19B | -46% | +67% | 30% | 9.6× | 2.1% | -0.9% |
| Trulieve Cannabis TRLV | United States | $2.23B | +31% | -4% | 14% | 31.1× | 13.5% | +17.8% |
| Bumitama Agri P8Z.SI | Singapore | $1.87B | -25% | +9% | 25% | 9.0× | -15.2% | +12.9% |
| Beijing Dbn Technology 002385.SZ | China | $1.86B | -23% | -1% | -6% | n/a | n/a | n/a |
| B.F BFG.MI | Italy | $2.29B | +56% | +30% | -2% | 84.3× | n/a | n/a |
| AWL Agri Business AWL.NS | India | $2.30B | -21% | +18% | 2% | 17.6× | 13.4% | +15.0% |
| BioMar Group A/S BIOMAR.CO | Denmark | $1.83B | -37% | 0% | 6% | 13.0× | -2.0% | -0.5% |
| Uie UIE.CO | Denmark | $1.81B | +5% | +12% | 37% | n/a | -13.0% | +13.1% |
| Yuan Longping High-Tech Agriculture 000998.SZ | China | $1.77B | -11% | -5% | 5% | 46.5× | n/a | n/a |
| Fuji Oil 2607.T | Japan | $2.46B | +36% | +10% | 5% | 15.2× | 0.9% | +16.2% |
| Jiangsu Provincial Agricultural Reclamation & Dev 601952.SS | China | $1.72B | -16% | -5% | 4% | 20.1× | -2.2% | +3.2% |
| Tecon Biology 002100.SZ | China | $1.72B | +6% | -8% | -5% | n/a | n/a | n/a |
| Curaleaf CURA.TO | Canada | $2.50B | -18% | +5% | 1% | n/a | n/a | n/a |
| Yunnan Shennong Agricultural Industry 605296.SS | China | $2.60B | +10% | +2% | -19% | n/a | n/a | n/a |
| Shenzhen Agricultural Products 000061.SZ | China | $1.63B | -22% | -22% | 12% | 26.1× | 4.2% | +15.6% |
| Golden Agri-Resources E5H.SI | Singapore | $2.68B | -18% | +9% | 6% | 4.2× | -13.7% | +11.6% |
| Liuliumei 6658.HK | Hong Kong | $1.58B | n/a | +6% | 12% | n/a | n/a | n/a |
| LT Foods LTFOODS.NS | India | $1.55B | -3% | +24% | 8% | 12.8× | 25.7% | +18.2% |
| Shandong Yisheng Livestock & Poultry Breeding 002458.SZ | China | $1.54B | -16% | +15% | 17% | 18.2× | 6.3% | +11.1% |