Added to YB: 2025-02-24
Pitch date: 2024-12-31
AHT.L [bullish]
Sunbelt Rentals Holdings, Inc.
-2.79%
current return
Author Info
No bio for this author
Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$48.66
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
value
Cooper Investors Global Equities Fund Portfolio Holding: Ashtead Group plc
AHT.L: Equipment rental leader down 22% on Q3 slowdown (3% US organic growth vs 8% trend). Short-term local construction weakness, not industry/competitive decline. Long-term equipment rental demand trends strong. Compelling opportunity for patient investors at current levels.
Read full article (1 min)