Added to YB: 2025-04-15
Pitch date: 2025-03-31
TPK.L [neutral]
Travis Perkins plc
+29.78%
current return
Author Info
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Company Info
Travis Perkins plc engages in distribution of building material products in the United Kingdom. It operates through Merchanting and Toolstation segments.
Market Cap
GBP 1.3B
Pitch Price
GBP 4.67
Price Target
N/A
Dividend
2.20%
EV/EBITDA
6.18
P/E
-43.48
EV/Sales
0.44
Sector
Trading Companies and Distributors
Category
turnaround
Show full summary:
Oakmark International Small Cap Fund Portfolio Holding: Travis Perkins plc
TPK.L (holding update): CEO Pete Redfern steps down due to health, delaying turnaround. Chairman Geoff Drabble (ex-Ashtead CEO) interim lead. Risks increased, but potential for earnings uplift from UK market normalization or self-help measures. Position maintained despite setback.
Read full article (1 min)