Added to YB: 2026-01-22
Pitch date: 2026-01-20
EZJ.L [bullish]
easyJet plc
-23.25%
current return
Author Info
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Company Info
easyJet plc operates as a low-cost airline carrier in Europe. The company engages in the development of building projects; financing and insurance business; and tour operator activities, as well as provides holiday packages.
Market Cap
GBP 2.8B
Pitch Price
GBP 4.69
Price Target
12.00 (+233%)
Dividend
3.57%
EV/EBITDA
1.56
P/E
5.71
EV/Sales
0.21
Sector
Passenger Airlines
Category
value
EZJ good EZJ good
EZJ.L: Trades 7.4x PE vs competitors at much higher levels, targeting £1bn+ PBT by 2030. Holidays biz growing 20%+ (quadruples profit per seat vs airline). Fleet modernization + airspace upgrades reduce costs £10-16/seat. NAV £3.5bn vs £3.6bn market cap - buying aircraft free, getting both businesses for nothing. 150% upside at 12x PE.
Read full article (9 min)