Professional
Added to YB: 2025-02-04
Pitch date: 2025-01-24
AHT.L [bullish]
Sunbelt Rentals Holdings, Inc.
-8.96%
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
$51.96
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
Giverny Capital Asset Management Portfolio Holding: Ashtead Group plc
AHT.L: UK-based equipment rental co, 85% US biz. Addresses US skilled labor shortage & capital efficiency needs. 25% market share with United Rentals. Grows 2x US construction spending rate. PE 17x on cyclically weak earnings. $28B market cap. Poised for rapid growth when construction rebounds.
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