Added to YB: 2024-12-23
Pitch date: 2024-11-06
RYAAY [bullish]
Ryanair Holdings plc
+26.52%
current return
Author Info
No bio for this author
Company Info
Ryanair Holdings plc, together with its subsidiaries, provides scheduled-passenger airline services in Ireland, Italy, Spain, the United Kingdom, and internationally.
Market Cap
EUR 23.1B
Pitch Price
EUR 45.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.50
P/E
10.78
EV/Sales
1.36
Sector
Passenger Airlines
Category
value
Ryanair Holdings plc - $RYAAY
RYAAY: ULCC with lowest cost structure, limited overlap with Wizz. Q1 fare weakness (15% YoY) due to OTA issues & consumer weakness, improving in Q2 (7% YoY). 300M passengers target by mid-2030s. Attractive valuation: 11-12x fwd P/E, 20%+ pre-tax ROCE, €0.75B net cash. Undervalued given market position, growth & returns.
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