Skip to content

Latest commit

 

History

3 Commits

Folders and files

NameName
Last commit message
Last commit date
 
 
 
 

Repository files navigation

Tesco PLC — Equity Research Analysis

Sentiment-adjusted scenario analysis with BUY recommendation, 12-month target price 342p
Built with Python · matplotlib · pandas · numpy

Investment Thesis

BUY | Target Price: 342p | Upside: +10% | UCL COMP0164 Digital Finance, December 2025

Tesco (LSE: TSCO) is undergoing a structural re-rating that the market has not fully priced in. The disposal of Tesco Bank transforms the Group into a pure-play, cash-generative retailer with higher earnings visibility. Despite a superior ROE of 14.0% and Adjusted Operating Margin recovery to 4.5%, Tesco trades at 11.5x Forward P/E — a discount to its historic average of 12.7x. We identify a clear sentiment arbitrage opportunity.

Analysis Framework

Section Key Finding
Business Model Multi-format retailer with Clubcard data moat; Tesco Bank disposal reduces financial beta
Macro Analysis Real wage growth (+0.8%) turning from headwind to tailwind; BoE rate cuts reducing WACC
Industry Structure 27.7% market share; scale moat funding Aldi Price Match without margin destruction
Financial Trends Operating margin recovered to 4.5% (FY25) from trough of 3.8% (FY23); FCF £1.75bn
DuPont Analysis Asset turnover surged to 1.80x post-Bank disposal; ROE normalised to 14.0%
Valuation Forward P/E 11.5x vs historic avg 12.7x; EV/EBITDA discount to global staples peers

Valuation Scenarios

Scenario Probability EPS P/E Target Price Upside
Bear Case — Sentiment Capitulation 20% 26.0p 10.5x 273p -12%
Base Case — Defensive Stability 60% 27.6p 12.5x 345p +11%
Bull Case — Confidence Convergence 20% 28.6p 14.0x 400p +29%

Sentiment calibration: CNN Fear & Greed Index 40 (Fear); AAII Bullish Sentiment 44.3%.

Visualisations

The script generates 8 publication-quality charts:

Figure Description
Fig 1 Revenue segmentation by segment (FY2025)
Fig 2 UK food inflation vs Tesco operating margin (FY21–FY25)
Fig 3 BoE base rate vs Tesco net finance costs — strategic deleveraging
Fig 4 Operating margin comparison: Tesco vs Sainsbury's scale moat
Fig 4b 3-year relative share price performance vs peers and FTSE 100
Fig 5 Revenue growth and margin recovery trajectory
Fig 6 DuPont drivers — asset turnover and net margin
Fig 7 12-month price target scenarios

How to Run

pip install matplotlib pandas numpy
python tesco_analysis.py

Charts are saved as high-resolution PNGs (300 DPI) in the working directory.

Key Data Sources

  • Tesco PLC Annual Reports (FY21–FY25)
  • Office for National Statistics — CPI, GDP, wage growth
  • Bank of England — Base rate history
  • Kantar — UK grocery market share data
  • Refinitiv — Peer valuation multiples
  • CNN Fear & Greed Index; AAII Sentiment Survey

Tech Stack

  • Python — pandas, numpy, matplotlib
  • Charting — dual-axis plots, annotated trend lines, scenario bar charts
  • Style — Tesco brand colours (#00539F, #EE3124), seaborn whitegrid theme

Academic Context

Developed for COMP0164 Digital Finance, MSc Financial Technology, University College London (December 2025).

About

Equity research report on Tesco PLC (TSCO) with sentiment-adjusted scenario analysis and BUY recommendation | Python, matplotlib, pandas

Topics

Resources

Stars

0 stars

Watchers

0 watching

Forks

Releases

Packages

Contributors

Languages