Added to YB: 2025-01-09
Pitch date: 2025-01-08
MACF.L [bullish]
Macfarlane Group PLC
-33.73%
current return
Author Info
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Company Info
Macfarlane Group PLC, through its subsidiaries, designs, manufactures, and distributes protective packaging products to businesses in the United Kingdom and Europe.
Market Cap
GBP 102.3M
Pitch Price
GBP 0.99
Price Target
N/A
Dividend
5.58%
EV/EBITDA
5.71
P/E
16.48
EV/Sales
0.59
Sector
Trading Companies and Distributors
Category
value
Yet Another Cheap and Boring UK Small Cap
MACF.L: UK specialty packaging distributor trading <10x normalized earnings despite 30% ROTC, 16.6% ROE, 14% op profit CAGR (2013-23). Leader in bespoke packaging w/ NPS 61 vs industry 25, scale advantage, decentralized model. 10-15% IRR potential via 3-5% revenue growth, 3-6.5% margin expansion, 3.3% dividend. Risks: UK cycle, EU expansion execution, manufacturing pivot.
Read full article (17 min)