Added to YB: 2026-08-13
Pitch date: 2026-08-10
UTG.L [neutral]
Unite Group PLC
+1.15%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Unite Group PLC is the UK's largest owner, manager and developer of purpose-built student accommodation (PBSA) serving the country's world-leading higher education sector.
Market Cap
GBP 2.7B
Pitch Price
GBP 5.20
Price Target
N/A
Dividend
7.17%
EV/EBITDA
21.73
P/E
-5.26
EV/Sales
11.46
Sector
Residential REITs
Category
value
Bargain Conkers - Bonkers - Stonkers 9th August 2026 - $UTG.L
UTG.L (overview): Author rebuts bearish take on UK student housing REIT at 42% NAV discount (535p). Argues 5yr decline was rate-driven, not Empiric deal; underlying EPS resilient; int'l students +4-5% not dropping; PBSA investment at 10yr high. Beds valued ~£115k vs £257k build cost. Saba 5.1% stake. Portfolio focus to top-20 cities.
Read full article (4 min)