Added to YB: 2025-07-11
Pitch date: 2025-05-23
ASHTY [bullish]
Sunbelt Rentals Holdings, Inc.
+12.66%
current return
Author Info
No bio for this author
Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$41.98
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
growth
Ashtead Group plc - $ASHTY
ASHTY: UK-listed Sunbelt/Ashtead equipment rental giant with 12% US mkt share expanding to 20%+. Competitive advantages: scale enables 15-20% buying discounts, 57% utilization vs 40% peers. Projecting 14% annual rev growth, 15% EBITDA growth for 10yrs. Trading 6.2x EV/EBITDA vs 7x historical avg. Catalysts: US listing, operating leverage resumption.
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