Added to YB: 2026-03-09
Pitch date: 2025-12-25
III.L [bullish]
3i Group plc
-9.11%
current return
Author Info
No bio for this author
Company Info
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins.
Market Cap
GBP 32.4B
Pitch Price
GBP 32.26
Price Target
N/A
Dividend
2.48%
EV/EBITDA
5.14
P/E
4.91
EV/Sales
5.03
Sector
Capital Markets
Category
growth
3i Group plc - $III.L
III.L: British PE, 76% NAV from Action (Europe's non-food discounter). Action: €13.8B rev, €2B EBITDA (25%/28% 10yr CAGR), 3000+ stores, 5yr avg 11% LFL, €600 rev/sq ft vs $250 US dollar stores. 3i values at 18.5x LTM EV/EBITDA vs Costco/Dollarama premium despite 2x growth. Stock off on weak Oct France sales; Nov/Dec rebound catalyst. 13% premium to NAV offers margin of safety for LD returns tied to NAV growth.
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