Analyst Estimates and Recommendations

Analyst Recommendations

HouseRecommendationAnalyst
Investec BUYBenedict Hunt
JefferiesBUYAndrew Wade
Liberum BUYWayne Brown
N+1 SingerBUYSahill Shan
StifelHOLDMark Irvine-Fortescue
Peel HuntBUYJonathan Pritchard
Information correct as of 11th January 2021.

Analyst Consensus

 FY19
Actuals
FY20
Actuals
FY21
Avg Cons
FY22
Avg Cons
KPIs
Sales retention81%83%98%69%
Year 1 payback78%67%121%66%
 
Financials
New customer contribution (i.e. Investment)(19.1)(22.9)(42.8)(44.8)
Repeat customer contribution39.845.776.982.0
Fixed costs(23.7)(24.2)(38.1)(39.6)
Adjusted EBIT(3.0)(1.4)(3.4)(2.6)
Net finance expense(0.8)(0.5)0.10.2
Adjusted PBT(3.7)(1.9)(3.0)(2.2)
 
Total sales178.4202.9330.4351.0
Sales growth13.7%62.8%6.2%
Information correct as of 11th January 2021.