Professional
Added to YB: 2024-01-08
Pitch date: 2024-01-08
VTY.L [bullish]
Vistry Group PLC
-36.26%
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 9.67
Price Target
18.00 (+192%)
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
growth
Show full summary:
David Capital Partner's Adam Patinkin thesis on asset light house builder, Vistry Group $VTY.L
VTY.L: Vistry shifting to asset-light Partnerships model post-Galliford Try deal. Targeting £800M op profit, 40% ROCE, £1B shareholder returns. Trades <4x EBIT despite strong growth in downturns. Buybacks + NVR exec on board show conviction. Upside as story plays out.
Read full article (64 min)