Added to YB: 2025-07-10
Pitch date: 2025-07-06
PZC.L [neutral]
PZ Cussons plc
+4.59%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
PZ Cussons plc manufactures, distributes, markets, and sells baby, beauty, and hygiene products in Europe, the Asia Pacific, the Americas, and Africa.
Market Cap
GBP 307.3M
Pitch Price
GBP 0.72
Price Target
N/A
Dividend
4.91%
EV/EBITDA
10.61
P/E
-46.61
EV/Sales
0.83
Sector
Personal Care Products
Category
turnaround
June 2025: Performance, Trades, and Commentary - PZ Cussons plc
PZC.L (watchlist): FMCG undergoing transformation, shedding non-core assets, paying down debt. Trades at 10x PE vs 20x for peers due to sub-scale issues and brand concentration. No takeover potential despite attractive bolt-on profile (even at 40% premium) as founding family maintains control. Re-rating to 13-15x PE possible if sustainable growth materializes.
Read full article (1 min)