Added to YB: 2025-01-28
Pitch date: 2025-01-27
DCC.L [bullish]
DCC plc
Author Info
Investor, Equity Analyst, Fund Manager of the former Oriel UK fund (2014 to 2021) and former Head of Investment Solutions at AJ Bell. Wonder Stocks focuses on great investment opportunities. It aims to find stocks with the best returns by focusing on the positive. Sign up for the newsletter.
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions worldwide. The company operates through DCC Energy, DCC Healthcare, and DCC Technology segments.
Market Cap
GBP 5.4B
Pitch Price
N/A
Price Target
19.0K
Dividend
3.67%
Sector
Industrial Conglomerates
Category
growth
A FTSE100 Company with medium-term multibagger potential? - DCC
DCC.L: Buy & build specialist w/ 6,500% return in first 25yrs. New strategy targets 2x profit by 2030. Trades at 9x EV/EBIT vs 14x historical. Selling Healthcare & Tech units for buybacks. Bull case: 250% return in 5yrs (29% CAGR) on valuation rerating, 9% organic & 4% acquisition growth. Conservative case still offers 22% CAGR.
Read full article (12 min)