Professional
Added to YB: 2025-06-13
Pitch date: 2025-05-08
VTY.L [neutral]
Vistry Group PLC
-1.82%
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 6.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
turnaround
Crossroads Capital Investment Portfolio Holding: Vistry Group Plc
VTY.L (holding update): UK homebuilder transitioning to 'partnerships' model with 50% pre-sold affordable homes to local councils, reducing cyclicality. Capital-light approach like NVR, with share repurchases ongoing. Target: 20k completions, £800M op profit delayed but achievable. 40% ROCE, 12%+ margins, 5-8% annual growth. Trades at ~4x 2026E EBIT (£500M) vs peers at 3-4x higher.
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