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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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4 views
Ashtead Group plc's disciplined capital pull-back, specialty growth, and data-driven logistics position it to convert current headwinds into future operating leverage and outperformance. Despite labor shortages and housing softness, Sunbelt's near-100% cash conversion, specialty margin expansion, and cluster-based efficiency drive resilient cash flow and shareholder returns. ASHTY valuation sits above historical averages, but strong cash flow, capital efficiency, and a 13.4% forecasted annual return justify a Buy rating, not a Strong Buy.
