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Added to YB: 2024-09-17

Pitch date: 2024-08-31

VTY.L [bullish]

Vistry Group PLC

-54.48%

current return

Author Info

No bio for this author

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 13.54

Price Target

41.22 (+569%)

Dividend

N/A

EV/EBITDA

7.88

P/E

57.55

EV/Sales

0.66

Sector

Household Durables

Category

value

Show full summary:
Crossroads Capital Fund Portfolio Holding: Vistry Group PLC

VTY.L: UK homebuilder pivoting to asset-light 'partnerships' model. 40%+ ROCE, £800m EBIT by 2025. Releasing £1.3B cash, £1B for buybacks. Trading at sub-4x earnings vs 15-20x for peers. Catalyst-driven compounder with stable cash flows. 50% EBIT to buybacks (13% yield). Triple upside potential.

Read full article (2 min)