Added to YB: 2026-03-25
Pitch date: 2026-03-22
III.L [bullish]
3i Group plc
+3.66%
current return
Author Info
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Company Info
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.
Market Cap
GBP 27.5B
Pitch Price
GBP 26.53
Price Target
32.00 (+19%)
Dividend
2.92%
EV/EBITDA
4.37
P/E
4.16
EV/Sales
4.28
Sector
Capital Markets
Category
value
5 Undervalued Heavy Moat Stocks I Will Be Buying - 3i Group
III.L: UK PE firm trading 0.9x NAV (2,744p vs 3,017p disclosed NAV). 62% stake in Action (fastest-growing EU non-food discount retailer, 3k stores, 7.7k potential) = £22.4B valuation. Action: 31% EBITDA CAGR since 2020, added record 384 stores, same-store-sales accelerated to 6.1%. Recent exits at 18-34% premiums to book value. Market discounts on competition/macro fears despite strong momentum. NAV target: 3,200p+ by H1 2026.
Read full article (3 min)