Shaftesbury Capital PLC SHC

Morningstar Rating
GBX140.90 +2.50 (1.81%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SHC is trading at a LOCK|>!ZmfN premium.
Price
£1.38
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
—

Trading Information

Previous Close Price
GBX138.40
Day Range
GBX138.70–143.10
52-Week Range
GBX124.10–155.10
Bid/Ask
GBX0.00 / GBX180.00
Shares Outstanding
1.83B
Market Cap
GBX257.95B
Volume/Avg
7M / 4M

Key Statistics

Price/Earnings (Normalized)
10.66
Price/Sales
10.44
Dividend Yield (Trailing)
3.11%
Dividend Yield (Forward)
3.11%
Dividend Payment Schedule
May, Sep
Total Yield
3.11%

Company Profile

Shaftesbury Capital PLC is a real estate investment trust engaged in investment in and management of property. The company's assets principally comprise investment property within the West End of London, including Covent Garden, Carnaby, Soho and Chinatown. The principal activity of the group is the investment in property to earn income and generate long-term capital returns. It operates within the West End of London.
Sector
Real Estate
Industry
REIT - Retail
Stock Style Box
Mid Core
Total Number of Employees
99

Valuation

Metric
SHC
Price/Earnings (Normalized)
10.66
Price/Book Value
0.62
Price/Sales
10.44
Price/Cash Flow
23.69
Price/Earnings
SHC

Financial Strength

Metric
SHC
Quick Ratio
0.73
Current Ratio
0.73
Interest Coverage
8.81
Quick Ratio
SHC

Profitability

Metric
SHC
Return on Assets (Normalized)
1.46%
Return on Equity (Normalized)
2.16%
Return on Invested Capital (Normalized)
1.92%
Return on Assets
SHC

REIT - Retail Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|Jmj>r^!>LOCK|>ps$64B
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O
LOCK|#?HZCc<LOCK|zQ$52B
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LOCK|K^R?JlvLOCK|By$15B
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—LOCK|&W$14B
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—LOCK|jc$14B
CapitaLand Integrated Commercial Trust
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—LOCK|DccR$14B
Regency Centers Corp
REG
LOCK|@v<Y<$LOCK|n&<$13B
Link Real Estate Investment Trust
LKREF
—LOCK|%>l@$12B
Federal Realty Investment Trust
FRT
LOCK|ffS&%JfLOCK|#&$9B
Macerich Co
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LOCK|N>KN$s<LOCK|&f$6B

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