Added to YB: 2025-12-26
Pitch date: 2025-12-21
WTB.L [bullish]
Whitbread plc
+0.83%
current return
Author Info
Boredom Baron is an equity analyst who focuses on EU small-cap stocks. I look for value, invest with patience, and wait for the market to catch up. Sign up for the newsletter.
Company Info
Whitbread plc operates hotels and restaurants in the United Kingdom, Germany, and internationally. The company operates hotels under the Premier Inn, ZIP by Premier Inn, and hub by Premier Inn brands.
Market Cap
GBP 4.3B
Pitch Price
GBP 25.29
Price Target
N/A
Dividend
3.79%
EV/EBITDA
9.63
P/E
18.11
EV/Sales
3.17
Sector
Hotels, Restaurants and Leisure
Category
value
Buy Below Property Value: A Potential Double Already Under Activist Pressure - Whitbread plc
WTB.L: UK hotel giant owns £5.5bn prime real estate, trades at £4.5bn market cap - entire operating business valued at zero. Activist Corvex (6% stake) pushing strategic review, targets £300m profit uplift by FY30 via UK optimization (£220m) + Germany expansion (£80m). Trading 11.4x P/E vs IHG 24x.
Read full article (17 min)