Added to YB: 2026-06-10
Pitch date: 2026-04-13
VGNT [bullish]
Versigent PLC
+55.34%
current return
Author Info
No bio for this author
Company Info
Versigent PLC designs, manufactures, and distributes low- and high-voltage power electrical architectures.
Market Cap
$3.4B
Pitch Price
$30.51
Price Target
50.00 (+6%)
Dividend
1.10%
EV/EBITDA
5.24
P/E
6.43
EV/Sales
0.59
Sector
Automobile Components
Category
special_situation
Versigent PLC - $VGNT
VGNT: Tier 1 auto wire harness supplier spun from Aptiv Apr 1, trading 3.8x EV/EBITDA, mid-teens FCF yield. Oligopoly (60-70% mkt w/ Yazaki, Sumitomo), ~10% EBITDA margins, $1B FCF/3yr. EV tailwind (1.7x content). Spinoff forced selling = mispricing. Catalysts: earnings, dividend, index inclusion. PT $50, 64.5% upside on 5x EBITDA vs peer Lear 4.75x.
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