Analyst Estimates and Recommendations

Analyst Recommendations

HouseRecommendationAnalyst
Investec BUYBenedict Hunt
JefferiesHOLDAndrew Wade
Liberum HOLDWayne Brown
N+1 SingerBUYSahill Shan
StifelHOLDMark Irvine-Fortescue
Peel HuntBUYJonathan Pritchard
Information correct as of 28th April 2021.

Analyst Consensus

 FY19
Actuals
FY20
Actuals
FY21
Avg Cons
FY22
Avg Cons
KPIs
Sales retention81%83%100%68%
Year 1 payback78%67%118%65%
 
Financials
New customer contribution (i.e. Investment)(19.1)(22.9)(47.7)(50.0)
Repeat customer contribution39.845.782.286.5
Fixed costs(23.7)(24.2)(38.2)(39.7)
Adjusted EBIT(3.0)(1.4)(3.9)(3.3)
Net finance expense(0.8)(0.5)0.10.2
Adjusted PBT(3.7)(1.9)(3.2)(2.7)
 
Total sales178.4202.9338.8366.0
Sales growth13.7%67.0%8.0%
Information correct as of 28th April 2021.