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Vistry Group PLC (BVS:LN) Consumer Discretionary/Home Construction Price: 1,225.00 GBX Report Date: September 24, 2021 Business Description and Key Statistics Vistry Group is housebuilder incorporating the operations of Bovis Current YTY % Chg Homes, Linden Homes and Vistry Partnerships. The housebuilding business operates across 13 regions. Co.'s housing ranges, The Revenue LFY (M) 1,131 6.5 Phoenix Collection developed by Bovis Homes, and the Linden EPS Diluted LFY 1.01 -0.1 Collection. Co.'s product range includes two-bedroom starter homes to larger four and five-bedroom family homes. The Vistry Market Value (M) 1,812 Partnerships business works with Governmental bodies, housing associations and local authorities. Vistry Partnerships combines Shares Outstanding LFY (000) 147,953 contracting and development capabilities, supplying new homes Book Value Per Share 8.60 across all housing tenures. EBITDA Margin % 16.40 Net Margin % 12.1 Website: www.bovishomesgroup.co.uk Long-Term Debt / Capital % 0.0 ICB Industry: Consumer Discretionary Dividends and Yield TTM 0.20 - 1.63% ICB Subsector: Home Construction Payout Ratio TTM % 57.7 Address: 11 Tower View;Kings Hill West Malling 60-Day Average Volume (000) 470 GBR 52-Week High & Low 1,346.50 - 533.00 Employees: 1,360 Price / 52-Week High & Low 0.91 - 2.30 Price, Moving Averages & Volume 1,386.8 1,386.8 Vistry Group PLC is currently trading at 1,225.00 which is 1.6% above its 50 day moving 1,275.9 1,275.9 average price of 1,205.34 and 10.4% above its 200 day 1,165.0 1,165.0 moving average price of 1,109.98. 1,054.1 1,054.1 BVS:LN is currently 9.0% below its 52-week high price of 1,346.50 and is 129.8% above 943.3 943.3 its 52-week low price of 533.00. Over the past 52- 832.4 832.4 weeks, BVS:LN is up 126.9% while on a calendar year-to- date basis it is up 30.4%. 721.5 721.5 The Relative Strength Index (RSI) indicator for BVS:LN is 610.6 610.6 currently 51.58. An RSI value of 70 and above is considered 499.7 499.7 overbought and 30 and below 10/20 11/20 12/20 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21 oversold. Volume (000) 4,385 4,385 3,289 3,289 2,193 2,193 1,096 1,096 Mean (723.16) 0 0 10/20 11/20 12/20 1/21 2/21 3/21 4/21 5/21 6/21 7/21 8/21 9/21 Price Price (50-Day Simple Moving Average) Price (200-Day Simple Moving Average) Copyright © 2021 FTSE Russell 1 www.ftserussell.com Vistry Group PLC (BVS:LN) Consumer Discretionary/Home Construction Price: 1,225.00 GBX Report Date: September 24, 2021 Price Performance, Technical Indicators & Risk Metrics Difference Price Performance % Change vs FTSE 350 Technical Indicators 1-Day % -2.89 -2.41 50-Day Average Price 1205.34 1-Week % -1.33 -1.59 Price / 50-Day Average 1.02 4-Week % 1.24 2.66 200-Day Average Price 1109.98 52-Week % 126.85 102.50 Price / 200-Day Average 1.10 RSI - Relative Strength Index 51.58 Quarter-to-Date % 4.12 2.99 Year-to-Date % 30.39 20.17 Risk Metrics Last Month % 1.47 -0.45 Price Volatility 25.93 Last Quarter % 7.74 3.07 Sharpe Ratio 0.11 Last Calendar Year % -30.82 -17.83 Sortino Ratio 0.19 5-Year Price Performance vs. FTSE 350 Vistry Group PLC Current: 1.40 CAGR: 7.0% Over the past five years, Vistry FTSE 350 Index Current: 1.18 CAGR: 3.4% Group PLC's stock price is up 40.0% which is 21.6% above 1.7 1.7 the FTSE 350 Index performance of 18.4% over the same period. Vistry Group 1.6 1.6 PLC's cumulative annualized growth rate (CAGR) over the 1.5 1.5 five year period has been 7.0% while that of the FTSE 350 Index has been 3.4%. 1.4 1.4 BVS:LN Over the past year, Vistry Group PLC's stock price 1.3 1.3 performance of 126.9% has outperformed that of the FTSE 1.2 1.2 350 Index by 102.5%. On a ^NMX:LN year-to-date basis, Vistry Group PLC's stock price 1.1 1.1 performance of 30.4% has outperformed the FTSE 350 1.0 1.0 Index by 20.2%. Over the past week, Vistry 0.9 0.9 Group PLC's stock price performance of -1.3% has underperformed that of the 0.8 0.8 FTSE 350 Index by 1.6%. 0.7 0.7 0.6 0.6 0.5 0.5 2017 2018 2019 2020 2021 2022 Copyright © 2021 FTSE Russell 2 www.ftserussell.com Vistry Group PLC (BVS:LN) Consumer Discretionary/Home Construction Price: 1,225.00 GBX Report Date: September 24, 2021 Growth and Profitability Metrics 5-Year 10-Year Historical Growth 3-Year 5-Year 10-Year Profitability Current Average Average Revenues % 2.3 6.9 14.9 Gross Margin % 21.5 22.1 Revenues Per Share % 2.2 6.8 13.7 EBITDA Margin % 16.4 14.9 EBITDA % 4.7 5.9 25.2 Pre-Tax Margin % 15.3 14.0 EPS Diluted % 4.1 5.3 43.2 Net Margin % 12.1 11.0 Free Cash Flow % 53.0 32.0 1.9 Return on Equity % 12.6 10.1 Cash from Operations % 51.8 31.2 3.0 Return on Capital % 12.3 9.8 Book Value % 4.4 5.6 5.2 Return on Assets % 8.4 6.9 Revenue (M) Vistry Group PLC's cumulative annualized revenue growth Current: 1130.77 Median: 1058.10 High: 1130.77 Low: 1028.22 CAGR: 2.3% rate over the charted period is 1,151.3 1,151.3 1,130.8 2.3%. This compares to cumulatative annualized 1,108.5 1,108.5 growth of 2.3% over the past 3 years. 1,061.4 1,065.8 1,054.8 1,065.8 1,028.2 1,023.1 1,023.1 2016 2017 2018 2019 2020 2021 Vistry Group PLC's cumulative EPS Diluted annualized EPS growth rate Current: 1.01 Median: 0.96 High: 1.01 Low: 0.68 CAGR: 3.9% over the charted period is 1.08 1.08 3.9%. This compares to 1.01 1.01 cumulatative annualized 0.94 0.90 0.94 growth of 4.1% over the past 3 years. 0.80 0.80 0.68 0.66 0.66 2016 2017 2018 2019 2020 2021 Net Profit Margin % Vistry Group PLC's net profit margin of 12.1% is 0.8% Current: 12.11 Median: 11.68 High: 12.87 Low: 8.86 CAGR: 0.4% above the period's mean net 13.1 13.1 margin of 11.3%. During the charted period, the observed 11.6 Mean (11.27) 11.6 net profit margin high and low were 12.9% and 8.9% 10.1 10.1 respectively. 8.7 8.7 2016 2017 2018 2019 2020 2021 Vistry Group PLC's return on Return on Equity % equity of 12.6% is 1.0% above Current: 12.60 Median: 12.10 High: 12.90 Low: 8.90 CAGR: -0.5% the period's mean return on 13.1 13.1 equity of 11.6%. During the charted period, the observed 11.6 Mean (11.61) 11.6 ROE high and low were 12.9% and 8.9% respectively. 10.2 10.2 8.7 8.7 2016 2017 2018 2019 2020 2021 Copyright © 2021 FTSE Russell 3 www.ftserussell.com Vistry Group PLC (BVS:LN) Consumer Discretionary/Home Construction Price: 1,225.00 GBX Report Date: September 24, 2021 Valuation Metrics 5-Year 10-Year 5-Year 10-Year Current Median Median Current Median Median Price / EPS TTM 12.1 10.8 12.3 Earnings Yield % 13.26 7.68 Price / Sales 1.5 1.3 1.5 Free Cash Flow Yield % 13.05 10.70 5.91 Price / Operating Cash Flow 11.6 10.6 12.0 Dividend Yield % 1.63 4.22 3.23 Price / Book Value 1.4 1.3 1.3 Enterprise Value / EBITDA 7.8 7.5 9.0 Price / EPS TTM Vistry Group PLC is trading at 12.08 times its EPS generated Current: 12.08 Median: 10.84 High: 17.61 Low: 5.03 CAGR: 5.0% during the latest fiscal year. 18.2 18.2 This multiple is above the historically observed median 13.6 13.6 of 10.84, while high and low Median (10.84) observations have been 17.61 and 5.03. 9.0 9.0 4.4 4.4 2016 2017 2018 2019 2020 2021 Price / Sales Vistry Group PLC is trading at a Price to Sales ratio of 1.46 Current: 1.46 Median: 1.30 High: 1.74 Low: 0.61 CAGR: 4.4% based on sales generated 1.80 1.80 during the latest fiscal year. This ratio is above the historically observed median 1.38 Median (1.30) 1.38 ratio of 1.30, while high and low observations have been 0.97 0.97 1.74 and 0.61. 0.55 0.55 2016 2017 2018 2019 2020 2021 Vistry Group PLC is trading at Price / Book Value a Price to Book ratio of 1.42 Current: 1.42 Median: 1.32 High: 1.74 Low: 0.59 CAGR: 2.9% based on book value at the 1.8 1.8 latest fiscal year end.
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