Verisure plc (VSURE) Fair Value & Analysis
Industrials · SE · Market cap €10.7B
Fair value as of: Aug 13, 2026
From 11 valuation models · updated yesterday
Share price −6.7% over the past month.
Below-average quality, screening 31% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (44/100). That raises the risk this is a value trap rather than a bargain.
- A fairly wide model range (€8.07 to €16.73) leaves room in how you read the outcome.
Price vs Fair Value (10 months)
White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.
How to read this chart
10‑month range €8.41 – €16.52 · fair‑value band €8.07 – €16.73 · the €9.47 price screens below the €12.40 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Aug 13, 2026.
Analysis
Verisure plc (VSURE) currently trades at €9.47, while our model-based Fair Value estimate is €12.40, implying the stock looks roughly 30.9% undervalued today. The Quality Score stands at 44/100 (below-average quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Verisure plc generated revenue of €3.8B at a net margin of -3.9%. Revenue grew 10.8% year over year. It earns a return on equity of -2.0%. Net debt stands at €5.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from €8.07 (bear case) to €16.73 (bull case); at €9.47, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 43% below its 52-week high and 18% above its 52-week low. For context, the median of 10 Industrials peers we cover trades at -3% fair-value upside, at 31%, VSURE screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 11 models by family
Widest divergence: Asset-Based (€5.68) versus Multiples (€0.2600). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 43 · Market factors (momentum, volatility) 24
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Verisure plc provides security services for families and small businesses in Europe and Latin America. It provides professional installation, 24/7 monitoring, expert verification and response, customer care, maintenance, and technical support, as well as protecting against intrusion, burglary, fire, physical attack, theft, life-threatening emergencies, and …
Full company description
Verisure plc provides security services for families and small businesses in Europe and Latin America. It provides professional installation, 24/7 monitoring, expert verification and response, customer care, maintenance, and technical support, as well as protecting against intrusion, burglary, fire, physical attack, theft, life-threatening emergencies, and other hazards. The company was founded in 1988 and is based in London, the United Kingdom. Verisure plc operates as a subsidiary of Aegis Lux 2 Sàrl.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
Verisure plc reported revenue of €3.7B in FY2025 versus €2.8B in FY2022, a compound +9.8%/yr. Reported net income was −€256M in FY2025.
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Peer Group
Security & Protection Services · 113 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Security & Protection Services median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Security & Protection Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASSA ABLOY AB ASSAB | kr 360.50 | kr 269.97 | -25% |
| Allegion plc ALLE | $166.11 | $127.80 | -23% |
| Securitas AB SECUB | kr 147.90 | kr 186.34 | +26% |
| Zhejiang Dahua Technology Co 002236 | ¥16.46 | ¥31.47 | +91% |
| MSA Safety Incorporated MSA | $192.04 | $116.42 | -39% |
| ADT Inc ADT | $7.31 | $16.68 | +128% |
| The Brink's Company BCO | $113.96 | $121.18 | +6% |
| Brady Corporation BRC | $95.12 | $72.32 | -24% |
| The GEO Group GEO | $31.45 | $25.50 | -19% |
| Loomis AB LOOMIS | kr 512.00 | kr 496.43 | -3% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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