Professional
Added to YB: 2024-05-02
Pitch date: 2024-05-01
BEG.L [bullish]
BTG Consulting plc
+14.21%
current return
Author Info
Hurdle Rate is an Australian Unit Trust run by a CPA who shares global stock pitches on their website. Sign up for the newsletter.
Company Info
BTG Consulting plc operates as a financial and real estate advisory company in the United Kingdom. It operates in two segments, Restructuring and Advisory, and Real Estate Advisory.
Market Cap
GBP 175.9M
Pitch Price
GBP 0.96
Price Target
N/A
Dividend
4.22%
EV/EBITDA
6.72
P/E
21.37
EV/Sales
1.14
Sector
Professional Services
Category
growth
Hurdle Rate Unit Trust Portfolio Holding: Begbies Traynor Group plc
BEG.L: UK insolvency & advisory firm w/ synergistic service lines. Insolvencies up but high-margin administrations lagging. Red flag report signals further distress. Two recent acquisitions at 2-5x PBT. Trades at 10x FY24E PAT vs 13x prior. £200M 3-5yr rev target (15% CAGR), 4% div yield. Countercyclical diversifier.
Read full article (3 min)