Added to YB: 2026-10-15
Pitch date: 2026-10-13
CVSG.L [bullish]
CVS Group plc
+3.06%
current return
Author Info
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Company Info
CVS Group plc, together with its subsidiaries, engages in veterinary practices, online pharmacy, veterinary diagnostic, and retail businesses in the United Kingdom and Australia.
Market Cap
GBP 801.4M
Pitch Price
GBP 12.09
Price Target
2.0K (+15638%)
Dividend
0.76%
EV/EBITDA
10.07
P/E
48.68
EV/Sales
1.56
Sector
Health Care Providers and Services
Category
value
CVS Group plc: The curious incident of the dog that didn’t bite
CVSG.L: CVS Group trades at 6.9x EV/EBITDA after shares fell by a third on UK competition fears, yet the CMA imposed disclosure remedies rather than price caps or break-ups. Pricing and UK acquisitions have resumed, while Australia is 11% of revenue with a strong acquisition pipeline. A bid below private-equity precedents could offer 70% upside; absent one, 6-10% annual earnings growth should drive a re-rating.
Read full article (2 min)