Professional
Added to YB: 2025-12-01
Pitch date: 2025-09-30
RYAAY [neutral]
Ryanair Holdings plc
-5.58%
current return
Author Info
No bio for this author
Company Info
Ryanair Holdings plc, together with its subsidiaries, engages in the provision of scheduled-passenger airline services in Ireland, Italy, Spain, the United Kingdom, and internationally.
Market Cap
EUR 26.0B
Pitch Price
EUR 24.15
Price Target
N/A
Dividend
1.55%
EV/EBITDA
6.70
P/E
13.99
EV/Sales
1.50
Sector
Passenger Airlines
Category
value
Latitude Global Fund Portfolio Holding: Ryanair Holdings plc
RYAAY (holding update): Up 32% YTD, doubled since purchase. Despite plane delivery concerns, 30yr track record of absorbing capacity. Revenue/seat below competitors' costs/seat. Capex to halve as growth slows, enabling buybacks (7% shares retired). €1 fare increase = 10% profit growth on €10/passenger base + 10-20% underlying growth. 12x PE attractive.
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