Added to YB: 2024-01-25
Pitch date: 2024-01-24
LBTYA [bullish]
Liberty Global Ltd.
+24.5%
current return
Author Info
No bio for this author
Company Info
Liberty Global Ltd., together with its subsidiaries, provides broadband internet, video, fixed-line telephony, and mobile communications services to residential and business customers in Europe.
Market Cap
$4.0B
Pitch Price
$10.04
Price Target
37.00 (+196%)
Dividend
N/A
EV/EBITDA
-5.96
P/E
-0.58
EV/Sales
2.39
Sector
Diversified Telecommunication Services
Category
value
Liberty Global: European Telecoms Assets On Sale
LBTYA: Diversified European telecom facing inflation & fixed-line sub declines, offset by price hikes & mobile growth. Complex structure w/ A/B/C shares & significant cash/investments. Undervalued at 5.7x EV/EBITDA vs 7.2-7.4x peers. 15% buybacks YTD. Nearly 60% upside to $30.55 FV, or $37 @ 7x EBITDA multiple. Risks: leverage, FX, venture values. Strong Buy.
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