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Verisure Plc (VSURE) Fair Value & Analysis

Industrials · SE · Market cap €10.7B · ISIN GB00BVMN1558

What is Verisure Plc really worth?

VP Verisure Plc VSURE · ST
Price€9.15
Fair Value€12.40
Upside+35.6%
Quality44/100

Below-average quality, trading 26% below our fair value of €12.40.

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Strengths

Moderate debt · generates free cash flow

Risks

!Expensive Growth (revenue 3y +9.8 %/yr)
!Loss-making · -3.9% net margin
!Trails peers (4/12)
!Narrow moat 29/100
!Evidence only low, so the estimate is less certain
Evidence: Low Range €8.07 – €16.73

Fair value as of: Aug 13, 2026

From 11 valuation models · updated 22 days ago

Share price −7.7% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

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.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (€8.07 to €16.73) leaves room in how you read the outcome.

Price vs Fair Value (11 months)

€16.52 €8.41 Fair Value €12.40 Oct 2025 Sep 2026

White line = price, green steps = our fair value per fiscal year. As of Aug 13, 2026.

How to read this chart

11‑month range €8.41 – €16.52 · fair‑value band €8.07 – €16.73 · the €9.15 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.

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Analysis

Verisure Plc (VSURE) currently trades at €9.15, while our model-based Fair Value estimate is €12.40, implying the stock looks roughly 26.2% undervalued today. The Quality Score stands at 44/100 (below-average quality), in the Industrials sector. Bull case: the Asset-Based group reads highest at a median of €5.68 per share, and 3 of the 10 models we run sit above the €9.15 price. Bear case: the DCF Models group reads lowest at €2.17, and 7 of the 10 models stay below the price. Evidence for this calculation is low.

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 €9.15, 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 45% below its 52-week high and 14% above its 52-week low. For context, the median of 10 Industrials peers we cover trades at −7% fair-value upside, at 36%, 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, family-balanced 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. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (€0.2600 to €12.66). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence €2.17 €6.88 74
Growth DCF €2.04 €6.46 72
5Y EBITDA Exit €4.57 €12.62 €22.58 68
All 11 models by family
DCF Models
FCF DCF best evidence €2.17 €6.88 74
5Y Revenue Exit €0.2900 €2.80 66
5Y EBITDA Exit €4.57 €12.62 €22.58 68
10Y Revenue Exit €0.4800 €3.19 61
10Y EBITDA Exit €2.72 €9.33 €19.19 60
Multiples
EV/EBIT €0.2600 €1.49 61
EV/EBITDA €8.33 €12.66 €16.98 66
EV/Revenue €0.2300 50
Asset-Based
NCAV (Graham) €4.24 €5.68 €8.48 54
Growth DCF
Growth DCF €2.04 €6.46 72
Rev-Margin DCF €0.2800 €2.65 66

Widest divergence: Asset-Based (€5.68) versus Multiples (€0.2600). Highest evidence: FCF DCF (74).

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Key figures & financial health

P/S ratio 2.78 TTM
Net margin −6.8% FY2025
Return on equity −2.0% TTM
Return on assets (EBIT) 1.4% avg 4y
Operating margin 12.0% TTM
Revenue (TTM) €3.8B TTM
More key figures
Growth
Revenue growth (YoY) +10.8% 3y avg +9.8%
Balance sheet & cash flow
Free cash flow €335M FY2025
Net debt €5.1B FY2025 · ≈ 15.1 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 44/100

Of which business quality 43 · Market factors (momentum, volatility) 26

Profitability 10
Margins and returns on capital today
Quality Growth 51
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 31
Balance sheet, leverage, solvency risk
Investment 49
Disciplined investing over empire-building
Low Volatility 31
Calm price path (market factor)
Momentum 34
Price trend over the last 3–12 months (market factor)
52W Momentum 6
Distance to the 52-week high (market factor)
Net Issuance 86
Buybacks instead of dilution

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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

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.

Growth Quality 51/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
€3.7B
Latest YoY
+9.9%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.8%
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue +9.8%/yr
FY22 €2.8B
FY23 €3.1B
FY24 €3.4B
FY25 €3.7B
Net income
FY22 −€237M
FY23 −€278M
FY24 −€185M
FY25 −€256M

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Cite: Fair Value Calculator (2026). "Verisure Plc Fair Value". https://www.fairvalue-calculator.com/stock/VSURE

Peer Group

Security & Protection Services · 108 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.

Quality Score 44 · Bottom 25%
Fair Value upside +36% · Above median
Return on assets 1% · Below median
Net margin (TTM) −4% · Bottom 25%
Operating margin (TTM) 12% · Above median
Revenue growth 11% · Above median
Debt / equity 0.55× · Higher than 75% of peers

Valuation Multiples vs Security & Protection Services median · lower = cheaper

P/B 1.42× · Cheaper than median
P/S (TTM) 3.23× · Pricier than 75% of peers
P/FCF 37.0× · Pricier than 75% of peers
EV/EBITDA 12.9× · Pricier than median

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE81 · sector 30
FUTURE54 · sector 39
PAST0 · sector 22
HEALTH72 · sector 99
DIVIDEND0 · sector 52

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Security & Protection Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

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Zhejiang Dahua Technology Co 002236 ¥16.46 ¥31.47 +91%
MSA Safety Incorporated MSA $190.34 $116.42 −39%
ADT Inc ADT $7.44 $16.68 +124%
The Brink's Company BCO $113.12 $121.18 +7%
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Frequently asked questions

Is Verisure Plc (VSURE) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of €12.40 versus a price of €9.15, about +36% upside (undervalued).
What is the fair value of VSURE?
Our model-based fair value for Verisure Plc is €12.40 (as of Aug 13, 2026), built from audited fundamentals. The current price: €9.15.
What is the quality score of VSURE?
Verisure Plc has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Verisure Plc (VSURE)?
Verisure Plc reported trailing-twelve-month revenue of about €3.8B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of VSURE?
The net profit margin of Verisure Plc is about −3.9%, meaning it is currently running at a net loss. Based on the latest reported figures.
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