Loading…

Yu Group PLCYU..LCompetitor analysis, valuation and peers

United Kingdom · GBP·Utilities›Gas Distributors
Momentum neutral 51
Mkt cap
$414M
US dollars, full cap
Free float
39%
of shares outstanding
$/day
$795,211
20-day average traded
Fwd P/E
8.2×
forward earnings
ROIC−WACC
n/a
WACC 12.9%
Hurdle
-57 pp
Req g minus delivered
Next earnings
137 days
23 Mar 2027
Close · GBP£1,775
1D+0.6%
1W+2.9%
1M+9.2%
3M+1.4%
6M+2.9%
YTD+17.6%
1Y+16.8%
ATR %3.3%
52w lowhigh9.4% off high

What Yu Group PLC does

No business profile yet.

Yu Group PLC at a glance

Size Yu Group PLC (YU..L) is a United Kingdom Utilities company (Gas Distributors) with a market value of $414M, the 320th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £1,775 on 6 Nov 2026.

Performance Over six months the shares gained 2.9%, against -17.8% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 20 in its peer set.

Growth Revenue grew 13.5% over the last twelve months (peer median +0.5%); the operating margin is 8.4% (peer median 6.8%).

Valuation It trades at 8.2× forward earnings against a peer median of 8.5× (4th cheapest of 8).

Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +47%, so the hurdle is -57 pp: the price already allows for a slowdown.

Next results Next results expected around 23 Mar 2027 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026YU..L 103Peer median 83
Six months, rebased to 100: Yu Group PLC against the median of its 20 peers (local-currency closes).

Yu Group PLC financials

Reported figures in GBP; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue£765M£700M£645M£460M£279M
Revenue growth—+9%+40%+65%—
Gross profit£102M£97.2M£91.3M£81.6M£43.1M
EBITDA£67.2M£66.0M£56.5M£56.3M£29.0M
Net income£35.3M£35.9M£33.5M£30.9M£4.77M
Free cash flow£28.6M£31.3M£13.7M£64.6M£14.4M
Capital expenditure£7.69M£6.60M£9.69M£1.50M£2.42M
Total debtn/a£11.2M£6.77M£1.99M£160,000

Quarterly statements and history in the cockpit →

Yu 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

-20%0%+20%-20%0%+20%001299CLNE990800225960308027349534017940000407603706UNT093160368995369543000096YU..L6-month return →1-month return →
Up and to the right = strong over both horizons. Yu Group PLC is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%10×20×017940UNT30033200469016636036899543YU..LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yu Group PLC is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%CLNE9908002259890860308095340004076037063003320046906036899543YU..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. Yu Group PLC is the large dot.

Yu Group PLC competitors and peer comparison

How Yu 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.

Yu Group PLC against its 20 peers (data as of 6 Nov 2026)
MeasureYU..LPeer medianRank in peer set
1-month return+9.2%-3.0%3rd highest of 20
6-month return+2.9%-17.8%3rd highest of 20
Distance from 52-week high-9.4%-30.6%2nd highest of 20
Revenue growth (TTM)+13.5%+0.5%3rd highest of 21
Operating margin8.4%6.8%8th highest of 21
Forward P/E8.2×8.5×4th cheapest of 8
Growth the price implies (Req g, 7 yrs)-9.4%-5.1%3rd least demanding of 14
Growth delivered (Del g)+47.1%+8.8%highest of 14
Hurdle (Req g minus delivered)-56.5 pp-8.0 ppleast demanding of 14
EV / EBITDA2.9×7.6×2nd cheapest of 11
Net debt / EBITDA-1.7×1.7×4th 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
Yu Group PLC YU..LUnited Kingdom$414M+3%+14%8%8.2×-9.4%+47.1%
Shaanxi Meineng Clean Energy 001299.SZChina$411M-19%-6%11%n/an/an/a
Clean Energy Fuels CLNEUnited States$421M-14%+4%-7%n/a17.0%+8.1%
Great Taipei Gas 9908.TWTaiwan$435M-3%0%14%n/a-5.4%-1.0%
Sichuan Shengda Forestry Industry 002259.SZChina$447M-27%-1%10%n/a16.9%+0.9%
Shinhsiung Natural Gas 8908.TWTaiwan$382Mn/a+2%8%n/a2.4%+10.4%
Xinjiang Torch Gas 603080.SSChina$378M-19%+1%14%n/a-5.1%+19.3%
Sala 2734.TJapan$456M+9%+3%4%n/an/an/a
Hokkaido Gas 9534.TJapan$468M+3%+1%8%n/a-6.6%+8.1%
E1 Corporation 017940.KSSouth Korea$339M-27%+24%0%2.2×n/an/a
Shandong Shengli 000407.SZChina$512M-20%0%7%n/a-3.1%-2.0%
Xinjiang East Universe (Group) Gas 603706.SSChina$521M-15%-14%20%n/a-11.7%+10.6%
Unimot UNT.WAPoland$315M-12%+5%2%7.4×n/an/a
Top Resource Energy 300332.SZChina$556M-20%-3%0%22.4×12.9%+8.8%
Samchully 004690.KSSouth Korea$298M-20%+1%3%2.8×-19.2%+10.5%
China HK Power Smart Energy 0931.HKHong Kong$296M-33%+15%-15%n/an/an/a
K&O Energy 1663.TJapan$585M-28%-1%12%19.6×-8.6%+9.3%
Anhui Province Natural Gas Development 603689.SSChina$601M-10%-9%9%8.5×0.6%+1.4%
Saibu Gas 9536.TJapan$630M+23%-6%5%n/an/an/a
Shizuoka Gas 9543.TJapan$631M-5%0%6%11.6×-9.0%+10.6%
Shenzhen Guangju Energy 000096.SZChina$634M-18%+4%4%n/an/an/a

Questions

Which companies are Yu Group PLC's closest peers?
The cockpit's peer set: Shaanxi Meineng Clean Energy (001299.SZ), Clean Energy Fuels (CLNE), Great Taipei Gas (9908.TW), Sichuan Shengda Forestry Industry (002259.SZ), Shinhsiung Natural Gas (8908.TW), Xinjiang Torch Gas (603080.SS), Sala (2734.T), Hokkaido Gas (9534.T).
Is Yu Group PLC expensive compared with its peers?
On forward p/e it trades at 8.2× against a peer median of 8.5×, 4th cheapest of 8 in its peer set. For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +47%, so the hurdle is -57 pp: the price already allows for a slowdown.
How has Yu Group PLC stock performed?
Over six months to 6 Nov 2026 the shares returned +2.9% against -17.8% for the median peer; over one year +16.8%.

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.