Professional
Added to YB: 2026-02-04
Pitch date: 2026-01-18
DCC.L [bullish]
DCC plc
+4.55%
current return
Author Info
No bio for this author
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.0B
Pitch Price
GBP 44.38
Price Target
N/A
Dividend
4.52%
EV/EBITDA
6.04
P/E
35.69
EV/Sales
0.29
Sector
Industrial Conglomerates
Category
value
Brennan Asset Management Portfolio new position: DCC plc
DCC.L (new position): Irish energy distributor shedding non-core assets to focus on propane/energy distribution. Core biz trades ~6.6x 2026 EBITDA vs peers at higher multiples. Expects 9%+ medium-term growth, 25% share buybacks from divestiture proceeds. Risk: final tech unit sale uncertain due to tariffs.
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