Added to YB: 2026-09-04
Pitch date: 2026-09-02
BTG.L [bullish]
BTG Consulting plc
+1.85%
current return
Author Info
The Boon Fund writes about their investments in UK shares. Outperforming the FTSE All-Share, every year, for the last three years. 49% total return vs 15% over three years. They transparently publish their entire portfolio, as well as all buys and sells that they do. Sign up for the newsletter.
Company Info
BTG Consulting plc operates as a financial and real estate advisory company in the United Kingdom. It operates in two segments, Restructuring and Advisory, and Real Estate Advisory.
Market Cap
GBP 175.9M
Pitch Price
GBP 1.08
Price Target
162.00 (+14627%)
Dividend
4.22%
EV/EBITDA
6.72
P/E
21.37
EV/Sales
1.14
Sector
Professional Services
Category
value
Jun-Aug26 : Performance, Buys, Sells, and Commentary - BTG Consulting plc
BTG.L (earnings): BTG Consulting reported good results, with revenue and profit growth and a rising forward order book, yet the shares fell 10% afterward and remain below 10x earnings. If no recession or shock occurs, the thesis expects modest profit and share-price growth with little downside risk; if fears emerge, its scenario has investors piling in, the valuation moving above 15x earnings and the shares rising 50%.
Read full article (1 min)