Obermatt

AO World

LSE:AO. · GB00BJTNFH41
Specialty RetailMedium

360

96
EV / EBIT70
Price / Owner Earnings21
Owner Earnings Yield70
Dividend Yield1
Price/Sales40
EV / Gross Profit62
Price/Book28
Return on Capital91
Cash Return on Capital90
Return on Equity60
EBIT Margin41
Gross Profitability73
Cash Conversion87
Accruals91
Owner Earnings Margin44
Sales growth88
Profit Growth39
Long-Term EPS Growth30
Owner Earnings Growth64
Reinvestment89
Price momentum47
Debt load83
Refinancing28
Debt Payback100
Liquidity87
Analyst ratings100
Opinion Changes50
Price Target Upside85
Market mood61
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

AO World generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUK
IndustrySpecialty Retail
SizeMedium
TypePublic Company
ExchangeLSE
Founded2005
ISINGB00BJTNFH41
Last UpdateApr 2, 2026
Themes
LifestyleFast-Moving Consumer GoodsConsumer ElectronicsConsumer GoodsRetailShopping

Description

AO World plc, together with its subsidiaries, engages in the online retailing of domestic appliances and ancillary services in the United Kingdom and Germany. Business Segments The company operates across multiple business segments, primarily focus…

Analysis

Quality compounder

AO World plc earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.6×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
78
2023202420252026

All-time high

78

Jun 2026

All-time low

7

Jan 2023

Average rank

46

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
40
35
38
81
Price/Earnings
30
23
12
8
Price/Book
28
23
15
1
Dividend Yield
1
1
1
1
Value (overall)
13
11
13
6

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →