Added to YB: 2026-01-30
Pitch date: 2026-01-22
AT.L [bullish]
Ashtead Technology Holdings Plc
+5.14%
current return
Author Info
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Company Info
Ashtead Technology Holdings Plc provides subsea equipment rental solutions for the offshore energy sector in Europe, the Americas, the Asia-Pacific, and the Middle East.
Market Cap
GBP 340.2M
Pitch Price
GBP 4.18
Price Target
N/A
Dividend
0.28%
EV/EBITDA
6.47
P/E
11.72
EV/Sales
2.53
Sector
Trading Companies and Distributors
Category
value
The Curious Investor | An update & 8 new positions added in 2025 - New Position: Ashtead Technology Holdings Plc
AT.L: Oil & gas/offshore wind equipment rental at 8.5x earnings, 25% ROE, 1.4x ND/EBITDA. Down 60% from July peak on growth slowdown concerns & AIM-to-Main Market move causing tax-driven selling. Jan update: 3% organic growth accelerating to 4-5% in 2H26. Valuation suggests zero growth despite solid fundamentals.
Read full article (2 min)