Added to YB: 2025-07-14
Pitch date: 2025-07-11
KITW.L [bullish]
Kitwave Group plc
-15.04%
current return
Author Info
No bio for this author
Company Info
Kitwave Group plc engages in the food and drink wholesale business in the United Kingdom. The company operates through Ambient, Frozen & Chilled, and Foodservice divisions.
Market Cap
GBP 191.8M
Pitch Price
GBP 2.46
Price Target
4.55 (+117%)
Dividend
5.00%
EV/EBITDA
6.86
P/E
11.35
EV/Sales
0.42
Sector
Consumer Staples Distribution and Retail
Category
value
Kitwave: A PE-Worthy UK Compounder Hiding in Plain Sight
KITW.L: UK distributor trading at 9x P/E, 6x EBITDA after guidance cut. Temporary headwinds (leisure sector, DC costs) should reverse by 2H'26. Growing to 35p EPS, £31M FCF by FY27 (15% yield). ROIC 15-20%, insider buying at 250p. Catalysts: PE interest, dividend yield ~5%. Target 455p (82% upside) in 2 years.
Read full article (3 min)