Added to YB: 2024-03-25
Pitch date: 2024-03-24
PHLL.L [bullish]
Petershill Partners plc
+128.1%
current return
Author Info
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Company Info
Petershill Partners plc, formerly known as Delta Epsilon plc, is a private equity firm operating as general partner solutions firm.
Market Cap
GBP 3.0B
Pitch Price
GBP 1.36
Price Target
N/A
Dividend
5.59%
EV/EBITDA
N/A
P/E
3.66
EV/Sales
2.29
Sector
Capital Markets
Category
growth
Show full summary:
Petershill Partners PLC (PHLL.L): GP Stakes at a Discount
PHLL.L: Holds stakes in 25 pvt cap firms (PE, credit, RE, VC). AUM +28% CAGR ($283B), outperform benchmarks. Recurring mgmt fees (70-80% rev), quasi-recurring perf fees. 85-90% EBIT margin. Risks: GS dependence, owner overhang. Upside: 20% annual return potential from divs, buybacks, growth. Trades <13x FY24E mgmt fee earnings.
Read full article (7 min)