Professional
Added to YB: 2025-12-10
Pitch date: 2025-12-08
FOUR.L [bullish]
4imprint Group plc
-2.55%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
4imprint Group plc, together with its subsidiaries, operates as a direct marketer of promotional products in North America, the United Kingdom, and Ireland.
Market Cap
GBP 1.4B
Pitch Price
GBP 39.20
Price Target
N/A
Dividend
4.85%
EV/EBITDA
8.59
P/E
12.25
EV/Sales
0.99
Sector
Media
Category
value
Idea Brunch with Abby and Jim Zimmerman of Lowell Capital - 4imprint Group plc
FOUR.L: UK-listed but 95% US revenue promotional products leader w/ 5% share in >$20B fragmented market. Trades 7.5x EV/OCF, 6.5x EV/EBITDA despite capital-light model, strong FCF conversion, net cash balance. Scale advantages in supplier terms, marketing efficiency creating sustainable moat in growing industry.
Read full article (2 min)