Added to YB: 2026-08-14
Pitch date: 2026-08-12
WTB.L [neutral]
Whitbread plc
-0.08%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Whitbread plc operates hotels and restaurants in the United Kingdom, Germany, Ireland, and internationally.
Market Cap
GBP 4.1B
Pitch Price
GBP 25.07
Price Target
N/A
Dividend
3.91%
EV/EBITDA
9.14
P/E
20.25
EV/Sales
3.21
Sector
Hotels, Restaurants and Leisure
Category
N/A
Takeover Ideas: Whitbread
WTB.L (pass): £4.2bn mcap; buying net £2.34bn PP&E for £5.5bn (w/30% premium). Even at generous 80% sale-leaseback uplift, assets ~£4.2bn, £1.3bn below bid. Post-tax profit £212.9m (-20% YoY, -40% vs 2023) = 25.8x P/E. Cutthroat pub/hotel mkt, weak sentiment. Not a takeover target.
Read full article (1 min)