` Comparison: SBSI vs HAL - Alpha Spread

SBSI
vs
HAL

Over the past 12 months, SBSI has underperformed HAL, delivering a return of -12% compared to the HAL's +31% growth.

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SBSI
HAL
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Valuation Comparison

SBSI Intrinsic Value
11.93 GBX
Overvaluation 81%
Intrinsic Value
Price
HAL Intrinsic Value
287.16 EUR
Undervaluation 46%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Schroder BSC Social Impact Trust PLC
LSE:SBSI
64 GBX
HAL Trust
AEX:HAL
154.8 EUR
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Valuation Scenario:
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Growth Comparison

Growth Over Time
SBSI, HAL

SBSI
HAL
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Schroder BSC Social Impact Trust PLC
Revenue
HAL Trust
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SBSI, HAL

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HAL
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Schroder BSC Social Impact Trust PLC
LSE:SBSI
HAL Trust
AEX:HAL
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What is Free Cash Flow?

Gross Margin

SBSI
68.3%
HAL
58.4%

Operating Margin

SBSI
35.2%
HAL
14.9%

Net Margin

SBSI
47.2%
HAL
13.1%

FCF Margin

SBSI
147.4%
HAL
8.9%

ROE

SBSI
1.1%
HAL
11.9%

ROA

SBSI
1.1%
HAL
6.4%

ROIC

SBSI
0.9%
HAL
7.8%

ROCE

SBSI
0.8%
HAL
9.2%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SBSI, HAL

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Performance Gap
SBSI, HAL

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SBSI
HAL
Difference
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Performance By Year
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SBSI
HAL
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