Added to YB: 2026-02-03
Pitch date: 2026-01-30
GPE.L [neutral]
Great Portland Estates Plc
-23.33%
current return
Author Info
No bio for this author
Company Info
Great Portland Estates Plc is a FTSE 250 property investment and development company, owning a 2.4 billion pounds portfolio of London real estate.
Market Cap
GBP 1.2B
Pitch Price
GBP 3.75
Price Target
N/A
Dividend
2.75%
EV/EBITDA
65.42
P/E
8.03
EV/Sales
19.51
Sector
Office REITs
Category
growth
Theodosian Capital | Stocks Update 30/1/2026 - GPE – Letting news
GPE.L (update): AI firm Vanta expanded 50% at Kent House; AI customers now 10.5% of portfolio. Q3: 17 new leases/renewals, market lettings 9.1% above March ERV. Shares up 19% from £3.12 to £3.71 since January buy. At 29x FY2028 earnings, no longer compelling value but holding for LFL rent rises & development pipeline tailwinds.
Read full article (1 min)