Professional
Added to YB: 2025-01-23
Pitch date: 2025-01-21
AHT.L [bullish]
Sunbelt Rentals Holdings, Inc.
-12.38%
current return
Author Info
No bio for this author
Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$53.98
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
growth
Aristotle International Equity Portfolio Holding: Ashtead Group plc
AHT.L: Rental rev +2% YoY, but shares down on weak local construction. Moving to US primary listing. Est. 55% US rental penetration vs 75% UK = growth runway. Consolidating industry, growing high-margin specialty biz. $1.5B buyback over 18mo. FCF growth potential from national footprint & procurement power.
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