Added to YB: 2026-07-13
Pitch date: 2026-07-09
VTY.L [neutral]
Vistry Group PLC
+1.74%
current return
Author Info
8th Wonder Capital is a German generalist retail investor with an interest in long-term capital compounding (hence the reference to Albert Einstein relating to compound interest as the 8th wonder of the world). Sign up for the newsletter.
Company Info
Vistry Group PLC, together with its subsidiaries, provides housing solutions in the United Kingdom. It offers single family housing models.
Market Cap
GBP 778.2M
Pitch Price
GBP 2.41
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.96
P/E
5.84
EV/Sales
0.28
Sector
Household Durables
Category
turnaround
Vistry: The Right Medicine, Taken Late
VTY.L (watchlist): Sold May over cash-gen/debt concerns. July update: H1 ~£30m loss, CFO exiting, discounting up to 7.1% (vs 1.4%). New CEO cutting WIP, land, capital-hungry activities. Optically cheap at ~5.3x adj EPS (£200m adj PBT, £750m cap), but 'E' untrusted. Show-me story; awaiting Sept CEO review, SAHP, H2 cash delivery. Watchlist.
Read full article (12 min)