Added to YB: 2025-07-07
Pitch date: 2025-07-03
WATR.L [neutral]
Water Intelligence plc
-13.43%
current return
Author Info
Duck Pond Value Research is seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats. Sign up for the newsletter.
Company Info
Water Intelligence plc, together with its subsidiaries, provides leak detection and remediation services for potable and non-potable water in the United States, the United Kingdom, Ireland, Australia, Canada, and internationally.
Market Cap
GBP 63.5M
Pitch Price
GBP 3.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.71
P/E
15.03
EV/Sales
1.01
Sector
Commercial Services and Supplies
Category
N/A
Water Intelligence plc - $WATR.L
WATR.L (pass): Plumbing company scaling via franchise acquisitions. 14.5% profit on $48.4M sales vs 2019, but only 7.6% after head office costs (growing 14% YoY). Dallas acquisition brings template/new CEO. Streamlabs collab offers preventative maintenance tech. Concerns: high debt cost (7-8%), capex visibility, limited M&A capacity. NASDAQ listing uncertain.
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