Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-20
WOSG.L [neutral]
Watches of Switzerland Group PLC
+47.81%
current return
Author Info
No bio for this author
Company Info
Watches of Switzerland Group PLC operates as a retailer of luxury watches and jewelry in the United Kingdom, and the United States.
Market Cap
GBP 1.6B
Pitch Price
GBP 4.79
Price Target
9.80 (+38%)
Dividend
N/A
EV/EBITDA
7.46
P/E
15.95
EV/Sales
1.13
Sector
Specialty Retail
Category
value
Plural Investing Portfolio Holding: Watches of Switzerland Group PLC
WOSG.L (holding update): Rolex/luxury watch retailer w/ 50% UK, 10% US market share. Superior economics from wait lists, no online competition, guaranteed sales. US tariffs cut 39%→15%. 6-10% organic growth guidance. Trading 11x FCF despite 20% acquisition returns potential. CEO owns £40M stock. Rolex production expansion 2029. Intrinsic value 2x current in 3yrs.
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