Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Big Yellow Group PLC is the United Kingdom's largest self-storage company and a real estate investment trust (REIT) specializing in acquiring, owning, and managing modern self-storage facilities. Founded in 1998, it provides secure, flexible storage units for personal and business customers, including retailers, professional services, hospitality firms, and wholesalers, primarily generating revenue from self-storage rentals, insurance, and packing materials sales. The company operates over 100 stores across the UK, with a strong concentration in London and the South East, under the Big Yellow brand and Armadillo Self Storage for lower-cost options, totaling millions of square feet in lettable space. Recognized as the market leader, Big Yellow Group PLC maintains high occupancy rates around 85% through strategic urban expansions, technological enhancements like online booking, and sustainability efforts aimed at net-zero emissions by 2030. Its resilient business model underscores its pivotal role in the warehousing and storage sector, catering to diverse demands in a growing self-storage market.
61.91% operating margin is above average. ROIC at 4.30%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
Revenue growth slowed to 2.4%, essentially flat. Margins also contracted 2.4pp. This is a business that needs a catalyst.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Profitability & Returns
Revenue (TTM)
£204M
▲ +2.4% YoY
Net Income (TTM)
£202M
▼ -15.8% YoY
Op. Margin
61.91%
▼ -2.4pp YoY
ROIC
4.30%
▼ -0.3pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
£115M
▲ +9.3% YoY
Op. Cash Flow (TTM)
£215M
▼ -17.4% YoY
Net Debt
£402M
Cash & Equiv.
£9M
3Y CAGR: +6.1%
3Y CAGR: +2.3%
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