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.
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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.
Social Housing REIT plc is a real estate investment trust (REIT) dedicated to addressing the UK's housing crisis by investing in specialised supported housing. It provides high-quality, adapted homes for vulnerable adults with long-term care needs, including mental health issues, learning disabilities, autism, physical impairments, or sensory challenges. These properties offer greater independence and dignity compared to traditional institutional care, fostering community integration through features like non-slip flooring, widened doorways, grab handles, wet rooms, hoists, lifts, and alarm systems. Over 60% of its portfolio consists of newly built or refurbished properties leased to approved providers funded by local and central government. With 493 properties across 3,421 units spanning regions like the Northwest, West Midlands, Yorkshire, Southeast, London, Scotland, and Wales, the REIT generates sustainable, inflation-linked rental income while delivering £71.6 million in annual taxpayer savings. Launched in 2017 and managed by Atrato Partners Limited, Social Housing REIT plc plays a vital role in the social housing sector, balancing long-term shareholder returns with significant positive social impact.
£0.77
+£0.00 (+0.00%)
EOD Jul 3, 2026
Revenue grew 136.7%, still solid.
At 101x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Net debt of £242M represents 8.4x FCF, leverage limits flexibility.
101.3x earnings, 10.5x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
£9M
▲ +136.7% YoY
Net Income (TTM)
£3M
▲ +108.2% YoY
Op. Margin
—
ROIC
—
Cash Flow & Balance Sheet
FCF (TTM)
£29M
▼ -0.5% YoY
Op. Cash Flow (TTM)
£29M
▼ -0.5% YoY
Net Debt
£242M
Cash & Equiv.
£21M
3Y CAGR: -35.3%
3Y CAGR: +4.0%
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At a P/E of 101.3 and a price-to-free-cash-flow of 10.5, Social Housing REIT (SOHO.XLON) trades above a two-stage DCF intrinsic value of about £0.76 per share, so at £0.77 the stock looks overvalued (1.8% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Social Housing REIT scores 46/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 7.2%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about £0.76 per share for SOHO.XLON, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around £0.57. At today's £0.77, that puts the stock about 1.8% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Social Housing REIT scores 46 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a mixed business on these measures. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Social Housing REIT pays a regular dividend of about £0.06 per share per year (typically in quarterly installments), a yield of roughly 7.2% at the current price. That is a payout ratio of about 733.7% of earnings, so the dividend is stretched at this level. Social Housing REIT has grown the dividend at roughly 1.2% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For SOHO.XLON's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. SOHO.XLON currently trades above its estimated intrinsic value and scores 46/100 on quality (mixed). It also yields about 7.2%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.