Added to YB: 2024-01-26
Pitch date: 2024-01-26
MACF.L [bullish]
Macfarlane Group PLC
-37.97%
current return
Author Info
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Company Info
Macfarlane Group PLC, through its subsidiaries, designs, manufactures, and distributes protective packaging products to businesses in the United Kingdom and Europe.
Market Cap
GBP 107.7M
Pitch Price
GBP 1.16
Price Target
N/A
Dividend
5.37%
EV/EBITDA
4.65
P/E
9.06
EV/Sales
0.61
Sector
Trading Companies and Distributors
Category
value
Portfolio Spotlight: Macfarlane Group PLC ($MACF.L)
MACF.L: Packaging roll-up generating 20% ROC, reinvesting 75% FCF in M&A. Fundamentals strong despite flat stock. 12x LTM P/E for consistent earnings across cycles. ESG packaging trend a boon. Trades cheap as unloved UK small cap. Focused on growth over buybacks.
Read full article (3 min)