Professional
Added to YB: 2023-01-31
Pitch date: 2023-01-31
VTY.L [bullish]
Vistry Group PLC
-13.41%
current return
Author Info
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Company Info
Vistry Group PLC, together with its subsidiaries, provides housing solutions in the United Kingdom. It offers single family housing model.
Market Cap
GBP 2.0B
Pitch Price
GBP 7.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
special_situation
Show full summary:
Maran Partners new position: Vistry Group (VTY.L)
VTY.L: Vistry merged with Countryside, solving mgmt issues. Combined co has scale in homebuilding & partnerships, synergies, net cash. £2.5B EV, normalized £800M EBIT potential (3x multiple). Partnerships segment is an asset-light gem deserving higher multiple. Buybacks likely given balance sheet & FCF.
Read full article (1 min)