Added to YB: 2026-07-22
Pitch date: 2026-07-20
DATA.L [bullish]
GlobalData Plc
Author Info
No bio for this author
Company Info
GlobalData Plc, together with its subsidiaries, operates as a data, insight, and technology company in Europe, North America, and the Asia Pacific.
Market Cap
GBP 535.5M
Pitch Price
GBP 0.74
Price Target
N/A
Dividend
2.03%
EV/EBITDA
7.29
P/E
16.82
EV/Sales
2.17
Sector
Professional Services
Category
special_situation
Another 3 interesting ideas - GlobalData Plc
DATA.L: UK proprietary data subscription biz at 10x NTM P/E, 6% FCF yield. Organic growth decelerated 10%→1% but headwinds seem temporary (89% renewal rate). Healthcare div stake sold to Inflexion values unit at ~£1bn vs £535mn mkt cap. KKR/ICG takeover approaches (>$2bn) collapsed; CEO Danson (63, no successor) + PE-savvy new CFO signal potential sale/spin-off. £45mn buybacks in 2026 (8.4% of cap).
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