Valuation16 Mar 2022 10:25
Looking at Fevertree Revenue & EBITA compared to THG you can see that THG is grossly undervalued.
Yes I understand Fevertrees capital light model, cash generation and dividend but...
Fevertrees Market cap is 1.9B
THG Market Cap is 1.05B
Revenue
Fevertrees 311M for 2021
THG 2.2B for 2021
EBITA
Fevertrees 63m for 2021
THG circa 163m estimated for 2021
Outlook for future growth looks better with THG than Fevertree, fevertree is expecting flat ebita with circa 15% revenue growth.