Added to YB: 2024-12-16
Pitch date: 2024-12-15
VTY.L [bullish]
Vistry Group PLC
-5.89%
current return
Author Info
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Company Info
Vistry Group PLC, together with its subsidiaries, provides housing solutions in the United Kingdom. It offers single family housing model.
Market Cap
GBP 2.0B
Pitch Price
GBP 6.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
turnaround
Show full summary:
Vistry's Transition to Asset-Lite Model Offers High Yield Potential, Despite Risks
VTY.L: UK homebuilder adopting asset-lite model like NVR. £165M profit hit caused £2B value drop. Steady-state NI ~£300M (13.5% yield at £6.80). Upside: lower rates, affordable housing focus, Labour plan. Med-term targets: £550M NI (24.5% yield). Risks: more 'one-time' items. Daily buybacks.
Read full article (4 min)