Added to YB: 2025-05-14
Pitch date: 2025-05-10
APAX.L [bullish]
Apax Global Alpha Limited
+37%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Apax Global Alpha Limited specializes in fund of funds investments. It seeks to invest in public, private debt, and equity investments.
Market Cap
GBP 656.6M
Pitch Price
GBP 1.20
Price Target
N/A
Dividend
9.70%
EV/EBITDA
N/A
P/E
79.01
EV/Sales
30.94
Sector
Capital Markets
Category
value
APAX relax
APAX.L: Trading at €110m below NAV despite €41.7m YTD gains. Portfolio shows 10.6% revenue growth, 16% EBITDA growth (25% in Fund XI), 18x EV/EBITDA. New acquisitions in professional services (S&W, CohnReznick) and auto software (DLRdmv). Largely insulated from tariffs with €400m firepower for bargain acquisitions.
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