Added to YB: 2026-09-30
Pitch date: 2026-09-24
MONY.L [bullish]
MONY Group plc
+10.16%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
MONY Group plc, together with its subsidiaries, provides price comparison and lead generation services through its websites and applications in the United Kingdom.
Market Cap
GBP 893.9M
Pitch Price
GBP 1.78
Price Target
N/A
Dividend
7.23%
EV/EBITDA
7.30
P/E
11.21
EV/Sales
2.10
Sector
Interactive Media and Services
Category
value
Not aMUSEd: The UK 'Portal Pain Basket' - MONY Group (MONY.L)
MONY.L: Mony, the UK’s second-largest comparison portal, is profitable, growing at low single digits and historically cheap as AI-agent fears pressure portal valuations. With insurance over half of sales and more than 80% of UK policies sold or renewed through comparison sites, rapid disruption looks overestimated. A 1% position targets 30-50% total return over 15-18 months within the UK portal basket, though AI-driven multiple compression could persist.
Read full article (6 min)