Added to YB: 2025-11-18
Pitch date: 2025-11-14
AV.L [neutral]
Aviva plc
+0.74%
current return
Author Info
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Company Info
Aviva plc provides various insurance, retirement, and wealth products in the United Kingdom, Ireland, Canada, and internationally.
Market Cap
GBP 19.6B
Pitch Price
GBP 6.45
Price Target
N/A
Dividend
5.79%
EV/EBITDA
2.16
P/E
29.21
EV/Sales
0.24
Sector
Insurance
Category
value
Show full summary:
Theodosian Capital | Stocks Update 14/11/2025 - AV/ – Solid update
AV.L (earnings): Strong Q3 update, 11% EPS CAGR 2025-28 target, >20% IFRS ROE by 2028. Direct Line synergies: £225m cost savings, £500m+ capital unlock. >£7bn cash remittances 2026-28, buybacks restart 2026. FY25 £2.2bn op profit vs £0.15bn from Direct Line. Trades 10.5x 2026 EPS, 6.5% yield - undervalued.
Read full article (2 min)