LINC

In this pitch deck, analysts Linus Öberg, Filip Berg, and Axel Andersson deliver a comprehensive analysis of Driven Brands. The company is the largest comprehensive automotive service platform in the U.S. with well-renowned brands.

In this pitch deck, analysts Samuel Ullmann, Svante Jansson and Fredrik Lyrvall deliver an in-depth analysis of Vistry Group PLC (“Vistry”), the leading provider of affordable mixed tenure homes in the UK. With the recent transition into a full-on capital-light partnerships model, Vistry is set to release and distribute upwards of GBP 1bn in tied up capital while also achieving an estimated return on invested capital of 43.5% in 2026E. Due to the transition not yet being fully priced in and Vistry continued to be valued on book value, the analysts derive a target price of 2,502 GBX, equivalent to an upside of 107.7% or a five-year ARR of 24.3%.

In this pitch deck, analysts Axel Grahn and Gent Kita Elezi deliver a thorough analysis of Matas Group, the Nordic leader in health and beauty, emphasising its brand assortment expansion, financial health and potential market growth. By utilising various valuation methods such as DCF and LBO models, the analysts derive a target valuation range of DKK 6,500 - 8,700m. The following section includes a selection of assumptions underpinning this valuation, and highlights some of the insights from which the investment considerations were made.