Added to YB: 2025-02-19
Pitch date: 2025-02-17
MACF.L [bullish]
Macfarlane Group PLC
-29.87%
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 1.03
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
growth
Macfarlane Group ,The Full Package
MACF.L: UK packaging leader (25% share) at 10yr low valuation. 3 growth drivers: demand recovery, UK consolidation, EU expansion (6x TAM). 7% CAGR since 2015. 87% rev from distribution, 13% from manufacturing. Strong M&A track record (5-6x EBITDA). Concerns: CEO succession, low insider ownership. Trading at discount to historical multiples with depressed earnings.
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