Added to YB: 2025-07-15
Pitch date: 2025-07-13
AHT.L [neutral]
Ashtead Group plc
+8.39%
current return
Author Info
No bio for this author
Company Info
Ashtead Group plc, 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
GBP 26.6B
Pitch Price
GBP 47.40
Price Target
N/A
Dividend
1.70%
EV/EBITDA
7.39
P/E
18.61
EV/Sales
3.40
Sector
Trading Companies and Distributors
Category
value
Another 'secret' British stock - Ashtead Group plc
AHT.L (overview): Equipment rental giant w/ 10% N.American mkt share. Strong ROIC >10% past decade. FCF yield highest in years. Risks: high debt (5yr earnings), recession vulnerability, capital intensity. Bull case: mega-projects exposure, bolt-on acquisitions, operational efficiencies. Payback Time price: £37.49 vs Ten Cap price: £40.59.
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