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InvestoNGX Intelligence

MORISON

Investo's verdict, shared with you

watchmedium confidence12-month horizon

No fair value published

The derivation ran and was refused by our own plausibility checks. We publish no number rather than a plausible-looking one.

Why · 5 checks

  • Our valuation methods disagree

    The earnings-based and book-based readings of this company differ by more than 2.5×. That spread is real information, but averaging it would manufacture a number no method actually produced.

  • The derivation failed our plausibility check

    The computed value landed outside the 0.4×–2.5× band that real price targets occupy. A result that far from the traded price means one of our inputs is wrong, not that the market is wrong by that much — so we publish nothing rather than clamp it into range.

  • Implied earnings multiple is far from the peer group

    At the computed value this company would trade at a P/E a long way from its sector median. Either the earnings input or the peer anchor is unreliable.

  • Implied book multiple is far from the peer group

    At the computed value this company would trade at a P/B a long way from its sector median. Either the book-value input or the peer anchor is unreliable.

  • A per-share input was repaired or refused

    One of the per-share figures behind this valuation did not agree with the audited totals it should reconcile to, so it was recomputed from those totals or rejected outright.

What we would need

  • Earnings and book value drawn from the same set of accounts, so the two legs can be reconciled.
  • A per-share input (earnings or book value) that reconciles to the latest audited totals.
  • A verified earnings figure, or a peer group with enough clean constituents to anchor against.
  • A verified book value per share, or a peer group with enough clean constituents.
  • A per-share figure in the source data that reconciles to the reported totals.
Show what the engine computed

Rejected figure · 2.74 floor — raw base ₦2.74 is 0.26x price. This figure is shown only to document what was refused; it is not an estimate and no upside is computed from it.

Method spread · 62.86× between the highest and lowest valuation leg.

Methods disagree · The valuation legs disagree by 62.86x (Blended P/E band ₦0.14 vs Blended P/B band ₦8.8). No point estimate is defensible until the inputs are reconciled.

Failed plausibility rail · Fair value hit the credibility rail: floor — raw base ₦2.74 is 0.26x price. The published base is the rail, not a derivation.

Implied P/E off peers · Implied P/E at base 279.36x is 18.90x the sector median 14.78x.

Implied P/B off peers · Implied P/B at base 2.79x is 0.26x the sector median 10.58x.

Input repaired · vendor EPS ₦0.06 is 6.12x our filing-derived ₦0.01 — one of the two earnings bases is wrong; the P/E leg is unreliable until resolved

Input quality · vendor EPS ₦0.06 is 6.12x our filing-derived ₦0.01 — one of the two earnings bases is wrong; the P/E leg is unreliable until resolved

Vendor cross-check · vendor eps 0.06 REJECTED — it neither reproduces the traded price via the vendor's own pe_ratio 575.38 nor agrees with our filing-derived EPS 0.01. Treat vendor EPS as unreliable for this name.

Morison Industries Plc trades at ₦10.40 against a computed raw fair value of ₦2.74 (itself hitting the credibility floor, not a clean derivation), implying material overvaluation relative to any defe…

Verdict moderated to Watch — Avoid was refused

Fair value hit the credibility rail, so there is no defensible valuation behind an extreme call.

Source: NGX live market data · Investo intelligence. Educational only — not financial advice.

MORISON — WATCH | Investo