Added to YB: 2024-07-02
Pitch date: 2024-07-01
YU.L [bullish]
Yü Group PLC
-1.2%
current return
Author Info
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Company Info
Yü Group PLC, through its subsidiaries, supplies energy and utility solutions primarily in the United Kingdom.
Market Cap
GBP 260.3M
Pitch Price
GBP 15.59
Price Target
N/A
Dividend
4.06%
EV/EBITDA
3.33
P/E
7.96
EV/Sales
0.22
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Monthly Stock Idea Lab (MSIL) #15 - June 2024 - Yü Group PLC
YU.L: UK B2B energy supplier, 47% CAGR last 6y. FY23 9.3% EBITDA margin, £81.9M net cash (30% mkt cap). Fwd P/E 9.1x (6.4x ex-cash). 1.5% mkt share, growing. Quality service, high Trustpilot. 20mo+ contracts, smart meter growth. 2026e: £1B rev, £70M EBITDA (3x EV/EBITDA). Risks: energy prices, politics, recession.
Read full article (5 min)