Added to YB: 2025-03-13
Pitch date: 2025-03-11
KLR.L [bullish]
Keller Group plc
+22.54%
current return
Author Info
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Company Info
Keller Group plc provides specialist geotechnical services in North America, Europe, the Middle East, and the Asia-Pacific.
Market Cap
GBP 1.1B
Pitch Price
GBP 13.14
Price Target
3.9K (+24124%)
Dividend
3.33%
EV/EBITDA
4.17
P/E
8.10
EV/Sales
0.42
Sector
Construction and Engineering
Category
value
Ground and Pounds - Keller Group plc
KLR.L: Undervalued global geotechnical specialist at 3.5x EBITDA, 20% FCFE yield. Superior business model vs peers, 10.8% EBITDA margin, 28.2% ROIC. Strong US/EU infrastructure outlook. Base case: £24.90/share (+85%, 22.9% IRR). Catalysts: earnings growth, buybacks, US re-listing, takeover potential.
Read full article (13 min)