Added to YB: 2026-04-20
Pitch date: 2026-02-14
WTLLF [bullish]
Water Intelligence plc
-10.53%
current return
Author Info
No bio for this author
Company Info
Water Intelligence plc, together with its subsidiaries, provides leak detection and remediation services for potable and non-potable water in the United States, the United Kingdom, Ireland, Australia, Canada, and internationally.
Market Cap
GBP 54.9M
Pitch Price
GBP 2.85
Price Target
5.60 (+130%)
Dividend
N/A
EV/EBITDA
6.05
P/E
13.10
EV/Sales
0.91
Sector
Commercial Services and Supplies
Category
turnaround
Water Intelligence plc - $WTLLF
WTLLF: Franchised leak detection biz, 25% annual rev growth since 2017, 51 corp locations + 113 franchises. New CEO (ex-Dallas franchise owner) implementing proven 'Dallas Template': incentive-aligned pay, centralized tech (Salesforce), better fleet mgmt. Q3 showed 100-200bps margin improvement; mgmt targets 25% EBITDA margin (800bps up). StreamLabs partnership adds preventative monitoring: $1k-1.2k device + $60/yr subscription = ~$10M incremental rev by FY'27 (~10% growth). NASDAQ relist coming (85%+ US rev). Mgmt owns 33%, repurchasing 10% of shares. Trades 5.9x LTM EV/EBITDA vs 7.4x UK peers, 20x US peers. PE bid valued 10 franchises at 7.5x EBITDA ($70M). 60%+ upside to ½ peer multiple.
Read full article (7 min)