Added to YB: 2025-11-25
Pitch date: 2025-11-21
W7L.L [bullish]
Warpaint London PLC
+1.3%
current return
Author Info
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Company Info
Warpaint London PLC, together with its subsidiaries, produces and sells cosmetics. It operates in two segments, Branded and Close-Out.
Market Cap
GBP 169.7M
Pitch Price
GBP 1.93
Price Target
N/A
Dividend
5.24%
EV/EBITDA
6.81
P/E
10.70
EV/Sales
1.55
Sector
Personal Care Products
Category
value
Warpaint London: High growth at low valuation
W7L.L: UK cosmetics co w/ 6x revenue growth since 2015, 37% ROIC, asset-light model. Founder-led (40% ownership), net cash £17M. Trades 10x P/E vs peers at 20x+ despite 17.8% organic CAGR. Temporary macro headwinds in UK retail, but 5-7.5% industry CAGR intact. Risk: 27% revenue from single customer Normal.
Read full article (12 min)