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Stock Comparison · Industry comparison · REIT - Industrial

Big Yellow Group vs SEGRO: Which Stock Looks Stronger in 2026?

Big Yellow holds the cleaner structural position, with profitability as the main driver and growth adding further support. SEGRO still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

Profitability remains the main source of distance in the comparison. The overall score gap is 16 points in favour of Big Yellow Group Plc.

INDUSTRY COMPARISON

Both operate in: REIT - Industrial

This comparison is based on industry proximity, not on functional trajectory similarity. BYG.L and SGRO.L share the same industry classification.

For a similarity-based comparison, see how Big Yellow and SEGRO each position within their functional peer groups in AssetNext.

Peer-Relative Score
BYG.L
Big Yellow Group Plc
55
Peer-Score
Signal qualityMedium
vs
SGRO.L
SEGRO Plc
39
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BYG.L vs SGRO.L Profitability 77 21 Stability 31 22 Valuation 83 66 Growth 4 44 BYG.L SGRO.L
Gap Ranking
#1 Profitability +56
#2 Growth +40
#3 Valuation +17
#4 Stability +9
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BYG.L and SGRO.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BYG.LSGRO.L Relative valuation Structural strength

Big Yellow Group Plc looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Big Yellow Group Plc ranks near the top of the group; SEGRO Plc sits in the weaker half.
Growth
SEGRO Plc sits higher in the group on growth, adding to the overall structural advantage.
Profitability — Dominant Gap
BYG.L
77
SGRO.L
21
Gap+56in favour of BYG.L

The profitability gap is very wide, with the stronger side earning materially better operating marks.

What keeps the gap from being one-sided

Earnings growth also leans the other way, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Profitability settles the main question, even though growth still keeps the broader picture from looking fully clean.

Explore full peer positioning in AssetNext

Break down the BYG.L vs SGRO.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how BYG.L and SGRO.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.