Added to YB: 2025-05-05
Pitch date: 2025-05-01
VTY.L [bullish]
Vistry Group PLC
-5.01%
current return
Author Info
No bio for this author
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 6.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
turnaround
Investing Reflections - April 2025 - Vistry Group PLC
VTY.L: UK homebuilder shifting to asset-light partnership model where partners cover 50%+ build costs, reducing capital needs. Despite profit warnings, trades at tangible book value like traditional builders. New model targets 40% ROIC and £1B capital release, with potential 40% IRR. UK housing shortage provides favorable backdrop.
Read full article (1 min)