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← CockpitCompetitor Analysis › MOON.L Moonpig Group PlcOpen in the cockpit ↗

Moonpig Group PlcMOON.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Information Technology›Internet Software/Services

UK online greeting-card and gifting company selling personalized cards, flowers and experience gifts.

≈ A UK Shutterfly/Cardstore hybridMomentum leader 80
Mkt cap
$1.13B
US dollars, full cap
Free float
93%
of shares outstanding
$/day
$3.36M
20-day average traded
Fwd P/E
15.2×
forward earnings
ROIC−WACC
+98.1 pp
WACC 10.7%
Hurdle
+3 pp
Req g minus delivered
Next earnings
32 days
8 Dec 2026
Close · GBP£288.20
1D-0.3%
1W+3.3%
1M+3.5%
3M+1.4%
6M+41.3%
YTD+42.0%
1Y+41.6%
ATR %2.7%
52w lowhigh4.4% off high

What Moonpig does

UK online greeting-card and gifting company selling personalized cards, flowers and experience gifts.

Customers return through reminders of birthdays and other occasions saved in the app, so repeat orders carry the business, with gifts, flowers and experience gifts attached to the card to raise each order's value. The later purchase of Buyagift added experience gifts, and its Dutch brand Greetz widened it beyond the UK.

In one line: A UK Shutterfly/Cardstore hybrid.

Products and services

  • Moonpig personalized greeting cards
  • Gift/flowers add-ons
  • Buyagift/Red Letter Days experience gifts

Customers

  • UK & international online gift shoppers

Where it sits in the supply chain

  • Information Technology/Consumer…
  • Online gifting
  • Personalized cards, gifts, experiences

What could go right

  • Online gifting market growth
  • Cross-sell of experience gifts

What could go wrong

  • Postal/delivery cost inflation
  • Competition from social-media gifting alternatives

Moat: narrow (brand, scale, data). Strong brand recall for occasion reminders and repeat-purchase customer data.

Headquarters: London, UK · Founded: 2000 · Employees: 694

Named competitors

Moonpig at a glance

Size Moonpig (MOON.L) is a United Kingdom Information Technology company (Internet Software/Services) with a market value of $1.13B, the 210th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £288.20 on 6 Nov 2026.

Performance Over six months the shares gained 41.3%, against -12.1% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue grew 6.5% over the last twelve months (peer median +11.2%); the operating margin is 21.0% (peer median 7.5%).

Valuation It trades at 15.2× forward earnings against a peer median of 13.8× (6th most expensive of 15).

Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +3 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 98.1 points above its cost of capital (10.7% WACC).

Next results Next results expected around 8 Dec 2026 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026MOON.L 141Peer median 87
Six months, rebased to 100: Moonpig against the median of its 20 peers (local-currency closes).

Moonpig financials

Reported figures in GBP; fiscal year ends 2026-04-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£373M£373M£350M£341M£320M
Revenue growth—+7%+3%+7%—
Gross profit£199M£199M£188M£183M£164M
EBITDA£103M£103M£95.6M£90.9M£74.7M
Net income£51.7M£51.7M-£11.1M£34.2M£26.6M
Free cash flow£77.5M£77.5M£68.2M£59.2M£27.5M
Capital expenditure£15.8M£15.8M£13.3M£13.7M£22.6M
Total debtn/a£117M£109M£135M£190M

Quarterly statements and history in the cockpit →

Moonpig 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

-20%0%+20%+40%-20%0%BCG000793YELPEVERHEPSWBTN181710SIFY7685TRSTOMDACARTRADELZMONYTMVIQ2273FUBOPUBMMOON.L6-month return →1-month return →
Up and to the right = strong over both horizons. Moonpig is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×200×BCGYELPEVER1817107685TRSTOMDALZYALAPUBMMOON.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Moonpig is the large dot.

Capital: growth delivered against growth the price implies

-40%-20%0%+20%+40%-25%0%25%50%BCG000793YELPEVER1817107685TRSTOMDACARTRADELZMONY2273PUBMMOON.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. Moonpig is the large dot.

Moonpig competitors and peer comparison

Head to head with its named competitors (MOON.L vs CARD.L vs AMZN)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Moonpig MOON.L$1.13B+41%+7%21%15.2×3.7%
Card Factory CARD.L$389M+35%+7%11%7.0×-1.6%
Amazon AMZN$2.80T-5%+15%13%26.3×n/a

How Moonpig 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.

Moonpig against its 20 peers (data as of 6 Nov 2026)
MeasureMOON.LPeer medianRank in peer set
1-month return+3.5%-1.0%7th highest of 21
6-month return+41.3%-12.1%3rd highest of 21
Distance from 52-week high-4.4%-31.3%highest of 21
Revenue growth (TTM)+6.5%+11.2%9th lowest of 20
Operating margin21.0%7.5%6th highest of 20
Forward P/E15.2×13.8×6th most expensive of 15
Growth the price implies (Req g, 7 yrs)3.7%4.2%8th least demanding of 15
Growth delivered (Del g)+0.3%+14.3%2nd lowest of 15
Hurdle (Req g minus delivered)+3.4 pp-9.7 pp4th most demanding of 15
ROIC minus cost of capital+98.1 pp+1.6 pp2nd highest of 16
EV / EBITDA9.2×8.9×6th most expensive of 14
Net debt / EBITDA1.1×-0.2×3rd 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
Moonpig MOON.LUnited Kingdom$1.13B+41%+7%21%15.2×3.7%+0.3%
Baltic Classifieds BCG.LUnited Kingdom$1.14B-99%+7%68%0.2×15.2%+15.9%
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%
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPSUnited States$979M-3%+22%-3%n/an/an/a
WEBTOON Entertainment WBTNUnited States$1.31B-27%0%-3%n/an/an/a
NHN 181710.KSSouth Korea$1.34B+44%+12%6%16.3×-4.4%+8.9%
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%
Trustpilot TRST.LUnited Kingdom$1.36B+12%+19%5%52.4×32.7%+20.0%
Omada Health OMDAUnited States$924M+2%+48%0%37.1×28.7%+42.9%
CarTrade Tech CARTRADE.NSIndia$1.39B+40%+16%30%47.7×34.5%+25.6%
LegalZoom.com LZUnited States$897M-19%+12%4%6.7×6.1%+9.9%
Mony MONY.LUnited Kingdom$1.42B+21%+2%26%11.1×-0.7%+5.3%
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
PubMatic PUBMUnited States$811M+82%-1%-5%360.6×7.8%+13.7%

Questions

Who are Moonpig's main competitors?
Named competitors: Card Factory (CARD.L), Amazon (AMZN). The cockpit's measured peer set (industry) also includes Baltic Classifieds (BCG.L), Huawen Media (000793.SZ), Yelp (YELP), EverQuote (EVER), D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR (HEPS), WEBTOON Entertainment (WBTN).
Is Moonpig expensive compared with its peers?
On forward p/e it trades at 15.2× against a peer median of 13.8×, 6th most expensive of 15 in its peer set. For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +3 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.
How has Moonpig stock performed?
Over six months to 6 Nov 2026 the shares returned +41.3% against -12.1% for the median peer; over one year +41.6%.

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.