Professional
Added to YB: 2025-07-24
Pitch date: 2025-07-16
VTY.L [neutral]
Vistry Group PLC
+4.12%
current return
Author Info
Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.
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 5.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
value
Laughing Water Capital Portfolio Holding: Vistry Group PLC
VTY.L (holding update): UK homebuilder transitioning from traditional to affordable housing faces accounting issues in H2 2024 & 35% decline in starts. New £39B govt funding (up from £11.8B/5yr) should boost H2 2025+ results toward £800M op profit goal. Trading below book value provides margin of safety while offering multi-bagger potential if targets hit.
Read full article (1 min)