Added to YB: 2024-05-07
Pitch date: 2024-05-06
BURBY [bullish]
Burberry Group plc
+13.81%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations Sign up for the newsletter.
Company Info
Burberry Group plc, together with its subsidiaries, manufactures, retails, and wholesales luxury goods under the Burberry brand.
Market Cap
GBP 2.4B
Pitch Price
GBP 11.40
Price Target
N/A
Dividend
9.23%
EV/EBITDA
7.39
P/E
62.40
EV/Sales
1.42
Sector
Textiles, Apparel and Luxury Goods
Category
value
Quick Value #216 - Burberry Group PLC (BURBY)
BURBY: Luxury retailer at 9.8x FY24 EBIT (7-8x EBITDA), underperforming peers. New CEO & creative team in 2022, net cash, 100%+ FCF to buybacks & divs. Sales +3% CAGR despite store closures, margins stable. Weak Q4 guidance, but cheap valuation if brand turnaround succeeds.
Read full article (3 min)