Added to YB: 2025-11-10
Pitch date: 2025-11-05
SUP.L [bullish]
Supreme Plc
-14.49%
current return
Author Info
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Company Info
Supreme Plc owns, manufactures, and distributes fast-moving branded and discounted consumer goods in the United Kingdom, Ireland, the Netherlands, France, rest of Europe, and internationally.
Market Cap
GBP 168.9M
Pitch Price
GBP 1.71
Price Target
2.32 (+59%)
Dividend
3.47%
EV/EBITDA
4.79
P/E
7.96
EV/Sales
0.75
Sector
Distributors
Category
value
Supreme Returns from Supreme Plc?
SUP.L: 50yr distributor trading at 6x EV/EBITDA despite growing sales from £122M to £231M (FY21-25) & EPS £0.09 to £0.19. CEO owns 56%, proven M&A track record buying at 5-6x, reducing to 3-4x via synergies. Vaping headwinds from UK disposables ban & £2.20/10ml tax, but German precedent shows recovery post-tax. DCF shows 35% upside at £2.32 vs £1.70.
Read full article (7 min)