Added to YB: 2024-12-03
Pitch date: 2024-12-01
BFH [neutral]
Bread Financial Holdings, Inc.
+25.15%
current return
Author Info
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Company Info
Bread Financial Holdings, Inc. provides tech-forward payment and lending solutions to customers and consumer-based industries in North America.
Market Cap
$2.8B
Pitch Price
$59.60
Price Target
N/A
Dividend
1.49%
EV/EBITDA
N/A
P/E
6.34
EV/Sales
N/A
Sector
Consumer Finance
Category
value
What’s Bill Miller Buying Now? Bread Financial Holdings, Inc.
BFH (quick summary): Consumer finance co. w/ 100+ retail partners. High loan yields, 41% low-cost deposits. TBV ~$47.50, target mid-20% ROTE. Challenges: rising charge-offs (8.8% May '24), regulatory pressure, economic risks. 13.3% capital ratio. Bill Miller buying. Mcap $2.8B.
Read full article (1 min)