Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TPFG.L
STRONG BUYFLAGThe Property Franchise Group PLC · Real Estate · United Kingdom · $420M · Avg Vol: $625K/d
The Property Franchise Group operates a highly attractive, asset-light franchise model with exceptionally high ROIC. While it is a quality business, it is highly sensitive to UK housing market dynamics and lacks a structural tailwind from our core 18-month macro themes.
COMPANY DESCRIPTION
The Property Franchise Group PLC operates a multi-brand estate agency and lettings franchise network across the United Kingdom. The company benefits from a highly scalable, low-capital-expenditure business model that generates resilient, recurring royalty streams from its franchisees. It stands as a market leader in the UK residential property franchise sector, managing a substantial portfolio of properties.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 36.0M | 36.2M | 89.3M | 111.7M | 45.9% |
| EPS | 0.15 | 0.30 | 0.31 | — | — | 42.7% |
| Shares | — | 32.0M | 32.3M | 63.8M | 63.8M | +99.0% |
| Debt | — | 9.8M | 6.0M | 22.6M | 22.3M | 31.6% |
| Equity | — | 49.3M | 54.1M | 191.2M | 205.7M | 61.0% |
| Op CF | — | 11.9M | 12.0M | 19.5M | 29.3M | 35.0% |
| Inv CF | — | -0.3M | -0.5M | -20.9M | -4.9M | — |
| Fin CF | — | -13.9M | -10.1M | -3.2M | -15.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of TPFG.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TPFG.L | The Property Franchise Group PLC(you) | $420M | 86 | STRONG BUY |
| LSL.L | LSL Property Services plc | $277M | 75 | BUY |
| FOXT.L | Foxtons Group plc | $180M | 78 | BUY |
| SVS.L | Savills plc | $1.5B | 77 | BUY |
| PNS.L | Panther Securities PLC | $66M | 70 | BUY |
| WINK.L | M Winkworth PLC | $30M | 93 | STRONG BUY |
| HLCL.L | Helical plc | $299M | 30 | SELL |
| PSDL.L | Phoenix Spree Deutschland Limited | $206M | 33 | SELL |
| IHS | IHS Holding Limited | $2.8B | 56 | HOLD |
| GRI.L | Grainger plc | $1.6B | 39 | HOLD |
Peer medians: ROE 5.3% · P/E 13.2x · Gross margin 69.0%