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Big Yellow Group (BYG) AI Stock Analysis
Big Yellow Group
(LSE:BYG)
The score is driven primarily by solid financial statements (growth and conservative leverage), tempered by uneven and recently weaker free cash flow. Valuation is supportive with a moderate P/E and strong dividend yield, while technical indicators point to only modest/neutral momentum with a mixed longer-term trend.
Big Yellow Group (BYG) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- GBP 2.42B
- Dividend Yield
- 5.03%
- Average Volume (3M)
- 439.68K
- Price to Earnings (P/E)
- 14.7
- Beta (1Y)
- 0.99
- Revenue Growth
- 2.24%
- EPS Growth
- -38.20%
- Country
- UK
- Employees
- 482
- Sector
- Real Estate
- Sector Strength
- 65
- Industry
- REIT - Industrial
Big Yellow Group Business Overview & Revenue Model
Company Description
Big Yellow stands as the preeminent self-storage provider across the United Kingdom. The company currently manages a portfolio of 103 facilities, which includes a 20% stake in 25 sites operating under the Armadillo Self Storage brand. Furthermore, Bi...
How the Company Makes Money
BYG primarily makes money by renting self-storage space to customers, charging recurring fees for the right to occupy a storage unit. Revenue is driven by (1) occupancy (how much available space is let), (2) achieved rental rates (price per square fo...
Big Yellow Group Financial Statement Overview
Summary
Income statement and balance sheet are solid (78 and 82) with steady revenue growth and conservative leverage, but cash flow quality is a clear drag (52) due to volatile and recently weaker free cash flow, which reduces the reliability of cash available for dividends and reinvestment.
Income Statement
78PositiveBalance Sheet
82Very PositiveCash Flow
52Neutral| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 209.08M | 209.08M | 204.50M | 199.62M | 188.83M | 171.32M |
| Gross Profit | 145.56M | 145.56M | 142.37M | 143.63M | 134.52M | 120.94M |
| EBITDA | 148.25M | 142.16M | 222.32M | 266.58M | 122.46M | 708.26M |
| Net Income | 124.91M | 124.91M | 201.89M | 239.83M | 73.33M | 697.27M |
Balance Sheet | ||||||
| Total Assets | 3.15B | 3.15B | 3.03B | 2.91B | 2.75B | 2.67B |
| Cash, Cash Equivalents and Short-Term Investments | 9.22M | 9.22M | 8.77M | 9.36M | 8.33M | 8.61M |
| Total Debt | 502.02M | 502.02M | 410.33M | 408.42M | 512.27M | 438.66M |
| Total Liabilities | 554.96M | 554.96M | 463.72M | 459.64M | 569.54M | 486.00M |
| Stockholders Equity | 2.60B | 2.60B | 2.57B | 2.45B | 2.18B | 2.18B |
Cash Flow | ||||||
| Free Cash Flow | 8.05M | 8.05M | 114.57M | 104.79M | 5.56M | 2.42M |
| Operating Cash Flow | 108.89M | 108.89M | 114.57M | 104.79M | 111.98M | 107.57M |
| Investing Cash Flow | -101.85M | -101.85M | -27.67M | -20.79M | -106.23M | -171.00M |
| Financing Cash Flow | -6.58M | -6.58M | -87.50M | -82.98M | -6.02M | 59.71M |
Big Yellow Group Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BYG, the sentiment is Positive. The current price of 954.00 is above the 20-day moving average (MA) of 872.33, above the 50-day MA of 851.47, and above the 200-day MA of 885.65, indicating a bullish trend. The MACD of 27.51 indicates Negative momentum. The RSI at 71.72 is Negative, neither overbought nor oversold. The STOCH value of 82.72 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BYG.
Big Yellow Group Peers Comparison
Overall Rating
GB:SRE75Outperform
GB:SAFE74Outperform
GB:BLND73.5Outperform
GB:GRI71Outperform- GB:BYG69Neutral
GB:WKP53Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| GB:SRE | 75Outperform | GBP 1.55B | 7.98 | 12.69% | 5.70% | 12.54% | 29.71% |
| GB:SAFE | 74Outperform | GBP 1.21B | 18.40 | 2.86% | 5.58% | 6.65% | -77.89% |
| GB:BLND | 74Outperform | GBP 4.36B | 9.24 | 7.73% | 5.44% | 15.13% | 29.40% |
| GB:GRI | 71Outperform | GBP 1.34B | 10.13 | 6.53% | 3.20% | -23.35% | 20.53% |
| GB:BYG | 69Neutral | GBP 1.84B | 14.67 | 4.81% | 5.03% | 2.24% | -38.20% |
| Sector * | 65Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% |
| GB:WKP | 53Neutral | GBP 664.52M | -5.48 | -8.83% | 7.57% | -2.05% | -2319.50% |
* Real Estate Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:BYG | Big Yellow Group | 939.00 | -129.12 | -12.09% | |
| GB:BLND | British Land Company plc | 425.00 | 59.19 | 16.18% | |
| GB:GRI | Grainger plc | 181.00 | 1.38 | 0.77% | |
| GB:SAFE | Safestore Holdings | 552.00 | -140.69 | -20.31% | |
| GB:WKP | Workspace Group plc R.E.I.T. | 345.00 | -34.27 | -9.04% | |
| GB:SRE | Sirius Real Estate Limited | 98.20 | 3.31 | 3.48% |
Big Yellow Group Corporate Events
Big Yellow details latest share option issuances and block listing balances
NeutralBig Yellow Group PLC has reported its latest block listing returns for its unapproved and approved share option plans for the period from 1 October 2025 to 30 September 2026. The update provides details on how employee share options are being convert...
Big Yellow Confirms Total Voting Rights at 196.9 Million Shares
NeutralBig Yellow Group plc has confirmed its issued share capital and voting rights position as at 30 September 2026 under UK disclosure rules. The company reports that it has 196,918,571 ordinary shares in issue, all carrying voting rights, and holds no s...
Big Yellow Sells Bracknell Estate as Industrial Disposal Programme Reaches £81m
PositiveBig Yellow Group has agreed to sell its industrial estate in Bracknell, Berkshire, for £6.3 million, continuing a programme of industrial disposals that also includes previously announced sales in Harrow and Staines. These three transactions wil...
Big Yellow Sells Estates as New Stores Boost Growth and Balance Sheet
PositiveBig Yellow Group has agreed to sell its industrial estate in Staines, Surrey for £36.5 million and has received a £2 million retention from the earlier disposal of its Harrow industrial estate, taking gross proceeds from the two deals to &#...
Big Yellow Group Confirms Total Voting Share Capital
NeutralBig Yellow Group has confirmed that its issued share capital stood at 196,918,571 ordinary shares with voting rights as of 31 August 2026. The company stated that it does not hold any shares in treasury, meaning all issued shares carry voting rights....
Big Yellow Confirms Total Voting Shares for Regulatory Disclosure
NeutralBig Yellow Group PLC has confirmed that its issued share capital as of 31 July 2026 stands at 196,918,571 ordinary shares carrying voting rights. The company holds no shares in treasury, meaning all issued shares currently participate fully in shareh...
Big Yellow Grants Long-Term Share Options to Executive Directors
PositiveBig Yellow Group PLC has granted nil-paid share options to its three top executive directors under its Long Term Investment Plan, reinforcing the link between management incentives and company performance. Executive chairman Nicholas Vetch, CEO John...
Big Yellow Group Wins Full AGM Backing and Confirms Final Dividend
PositiveBig Yellow Group PLC reported that all resolutions at its Annual General Meeting on 20 July 2026 were approved by shareholders, reflecting broad support for its governance and strategic direction. The vote covered acceptance of the annual report, rem...
Big Yellow Delivers Resilient Q1 and Accelerates UK Self Storage Expansion
PositiveBig Yellow Group reported a resilient first quarter to 30 June 2026, with total revenue up 3% year on year to £53.2 million and like-for-like store revenue rising 2%. Occupancy increased by 161,000 square feet across its 113-store estate, boosti...
Big Yellow to Release First-Quarter Trading Update on 20 July
NeutralBig Yellow Group PLC, the UK’s brand leader in self-storage, has announced it will release a trading update for the first quarter ended 30 June 2026. The update is scheduled for Monday, 20 July 2026, and will offer stakeholders insight into the...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 20, 2026