Added to YB: 2024-07-08
Pitch date: 2024-07-05
VTY.L [bullish]
Vistry Group PLC
-52.69%
current return
Author Info
H Capital is an M&A Consultant who writes about cheap, high potential stocks. Sign up for the newsletter.
Company Info
Vistry Group PLC, together with its subsidiaries, provides housing solutions in the United Kingdom. It offers single family housing model.
Market Cap
GBP 2.0B
Pitch Price
GBP 13.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.88
P/E
57.55
EV/Sales
0.66
Sector
Household Durables
Category
turnaround
Why I believe my portfolio will outperform over the next 5 years: Vistry Group PLC
VTY.L: UK homebuilder transitioning to capital-light partnerships model. Huge housing undersupply (20-25% deficit) & regulatory tailwinds. Targeting £1bn shareholder return over 3yrs. Improved revenue stability, ROIC & earnings potential. NVR-like transformation potential. Labour win accelerates growth. 16.7% of portfolio.
Read full article (3 min)