Obermatt

Trainline

LSE:TRN · GB00BKDTK925
Hotels, Restaurants & LeisureMedium

360

87
EV / EBIT86
Price / Owner Earnings51
Owner Earnings Yield88
Dividend Yield1
Price/Sales56
EV / Gross Profit80
Price/Book46
Return on Capital96
Cash Return on Capital90
Return on Equity84
EBIT Margin91
Gross Profitability94
Cash Conversion32
Accruals27
Owner Earnings Margin79
Sales growth12
Profit Growth57
Long-Term EPS Growth61
Owner Earnings Growth63
Reinvestment50
Price momentum41
Debt load15
Refinancing16
Debt Payback59
Liquidity53
Analyst ratings58
Opinion Changes50
Price Target Upside84
Market mood33
Value Creation12/20creating some value
  • 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

Trainline clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryHotels, Restaurants & Leisure
SizeMedium
TypePublic Company
ExchangeLSE
Founded2019
Employees989
ISINGB00BKDTK925
Last UpdateApr 2, 2026

Description

Trainline plc engages in the operation of an independent rail and coach travel platform that sells rail and coach tickets worldwide. The company enables to search, book and manage journeys all in one place via its Trainline website and mobile appand…

Analysis

Quality compounder

Trainline plc is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 11.4× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -1% yearly growth; analysts expect 13%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

What to watch: A large part of the company's book value is the price paid for past acquisitions. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
17
2023202420252026

All-time high

62

Jan 2025

All-time low

14

Jan 2023

Average rank

29

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
56
13
9
12
Price/Earnings
81
27
13
23
Price/Book
46
16
21
33
Dividend Yield
1
1
1
1
Value (overall)
56
5
1
10

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 →