Future Plc. looks good value - what do you think?

u/furiousrabbit1 · Reddit — r/ValueInvesting · January 23, 2026 at 11:28 · ⬆ 3 pts · 💬 2 comments  | View on Reddit ↗
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Author argues Future Plc (FUTR:LSE) is undervalued at £5.30 given mid-single-digit P/E, ~£205m profits at 28% margin, ~£177m FCF, 1.3x leverage, and GoCompare alone worth ~£600m, with recent short attacks creating a value opportunity.

FUTR.L — LONG The author argues Future Plc is good value at £5.30, citing a mid-single-digit P/E (trailing ~8, forward 3.7-5.3), ~£205m profits at 28% margin, ~£177m free cash flow, and 1.3x leverage after returning ~£100m to shareholders with at least another £30m of buybacks coming. They note GoCompare alone is valued around £600m, roughly the entire current market cap, and believe recent random short attacks have driven the price to an attractive level. The main stated risk is sentiment and fear that AI may disrupt the publishing industry.

They also own a price comparison site GoCompare valued around £600m which is pretty much the current entire market cap on its own!

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u/furiousrabbit1 Reddit r/ValueInvesting
Future Plc undervalued, GoCompare alone worth market cap
The author argues Future Plc is good value at £5.30, citing a mid-single-digit P/E (trailing ~8, forward 3.7-5.3), ~£205m profits at 28% margin, ~£177m free cash flow, and 1.3x leverage after returning ~£100m to shareholders with at least another £30m of buybacks coming. They note GoCompare alone is valued around £600m, roughly the entire current market cap, and believe recent random short attacks have driven the price to an attractive level. The main stated risk is sentiment and fear that AI may disrupt the publishing industry.
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This Reddit post, published January 23, 2026, features u/furiousrabbit1 discussing FUTR.L. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/furiousrabbit1  · Tickers: FUTR.L