Professional
Added to YB: 2025-05-05
Pitch date: 2025-05-01
DCC.L [neutral]
DCC plc
+7.94%
current return
Author Info
Mr. Market Miscalculates (mostly) shares overlooked or misunderstood small/mid-cap European companies. Sign up for the newsletter.
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions in the Republic of Ireland, the United Kingdom, France, the United States, and internationally.
Market Cap
GBP 4.7B
Pitch Price
GBP 47.06
Price Target
N/A
Dividend
4.25%
EV/EBITDA
6.93
P/E
37.36
EV/Sales
0.33
Sector
Industrial Conglomerates
Category
special_situation
Monthly Recap - DCC plc
DCC.L (overview): Irish distributor selling Healthcare biz for £1B (~12x op profits vs group at 11x EV/EBIT) to focus on Energy, 'reviewing' Technology segment. Sale price exceeds £765M book value, with significant proceeds to be returned to shareholders. Stock initially jumped 17% on Nov announcement, then retraced, minimal movement on recent news.
Read full article (1 min)