Added to YB: 2024-11-26
Pitch date: 2024-11-25
CPG.L [bullish]
Compass Group PLC
-7.25%
current return
Author Info
LTValue is a long-only generalist equity investor at a family office sharing their high conviction ideas. Sign up for the newsletter.
Company Info
Compass Group PLC provides food and support services in North America, Europe, Asia Pacific, and internationally.
Market Cap
GBP 55.1B
Pitch Price
GBP 25.23
Price Target
N/A
Dividend
1.84%
EV/EBITDA
16.63
P/E
39.47
EV/Sales
1.44
Sector
Hotels, Restaurants and Leisure
Category
growth
Compass Group: High Growth, Resilience, and 20%+ ROIC Opportunities
CPG.L: Potential 20% IRR at 24x NTM PE. Strong tailwinds: high organic growth, margin uplift, >80% FCF gen, reinvestment opps at >20% ROIC. Diverse, resilient post-COVID biz w/ competent mgmt. Improved end market dynamics. Compelling compounder for large, long-term position.
Read full article (1 min)