Added to YB: 2025-06-03
Pitch date: 2025-06-02
APAX.L [bullish]
Apax Global Alpha Limited
+42.71%
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 1.15
Price Target
247.00 (+14924%)
Dividend
9.70%
EV/EBITDA
N/A
P/E
79.01
EV/Sales
30.94
Sector
Capital Markets
Category
value
APAX - going down the Toi Toi-let
APAX.L: 42.5% NAV discount despite 24% avg exit premium since 2020. Recent valuation concerns on ServCo holdings (SafetyKleen, Toi Toi, Savatree) but analysis shows even 50% haircut = only 5.2% PE portfolio impact. Strong M&A exits, consistent capital returns, 42 exits since 2019. 116% upside target with 9.6% yield.
Read full article (6 min)