LondonMetric Property Plc LMP.L
Composite 49/100; the shares have moved about 20% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Balance-sheet strength ranks 32/100 — a moderate mark against it.
Income ranks 96/100 — a strong point in its favour. Quality ranks 57/100 — a slight point in its favour.
Balance-sheet strength ranks 32/100 — a moderate mark against it. Growth ranks 41/100 — a slight mark against it. Momentum ranks 48/100 — a slight mark against it.
What the company does LondonMetric Property Plc is the UK’s largest triple-net lease REIT, with an £8.0B portfolio focused on structurally supported sectors: logistics, healthcare, convenience, entertainment, and leisure. Its assets are designed to deliver reliable, income-led returns with long-term outperformance.
Key financials Revenue grew 18% while EPS fell 21.5%. Margins are strong: gross 98.6%, operating 92.3%, net 63.0%. Profitability metrics include ROE 6.7% and ROA 3.7%. The dividend yield is 6.3% with a payout ratio of 95.8%.
Stock health Quality and income scores are high (64.5 and 77.6), but growth (58.5) and strength (31.9) lag. Momentum is mixed: 12-month +4.23%, but -8.43% from the 52-week high and RSI at 67.60.
Price vs fair value The stock trades at a discount to both our fair-value estimate and analyst target. - Price is at an 11.00% discount to our fair-value estimate of 219.67. - Price is at a 15.15% discount to the 12-month target of 227.88 (analyst count 8.0). - Valuation percentile is 46.5/100, indicating fair value. - Forward P/E of 13.51 and PEG of 1.15 suggest moderate valuation.
Looking forward Forward P/E (13.51) and PEG (1.15) imply modest valuation, but high payout (95.8%) and low P/B (0.99) may limit multiple expansion. Growth remains a concern given EPS decline and weak strength score.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.