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FOXT

Foxtons Group PLC

Real Estate First-pass screen £127m
500/1000 Overall fit
AI beneficiary 35% 40
Operating leverage 25% 70
Valuation 25% 30
Downside protection 15% 71

First-pass take

Defensible lettings-focused market leader with 67% recurring revenue, 0.7x leverage, and explicit 20% operating margin targets. But zero AI exposure, unprofitable Sales division (£5.7m loss), and current margin compression (12.9% vs 13.5%) despite revenue growth. No valuation multiples disclosed.

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