Professional
Added to YB: 2024-11-28
Pitch date: 2024-11-27
DCC.L [bullish]
DCC plc
-10.1%
current return
Author Info
ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.
Company Info
DCC plc engages in the sales, marketing, and distribution of carbon energy solutions worldwide. The company operates through DCC Energy, DCC Healthcare, and DCC Technology segments.
Market Cap
GBP 5.6B
Pitch Price
GBP 57.40
Price Target
109.68 (+113%)
Dividend
3.55%
Sector
Industrial Conglomerates
Category
special_situation
DCC plc: Break-Up Play with 95% Upside Potential
DCC.L: Break-up play with 95% upside, -12% downside. Divesting Healthcare & Tech for £2.2bn (41% mkt cap). Remaining Energy biz (75% op profit) at 6.8x EBITDA vs 11.8x hist. avg. 19% ROIC, 10% earnings growth, 7.5% FCF yield. Cash return to shareholders. Energy growth story with transition tailwinds.
Read full article (1 min)