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Jun 21 2024, 07:00 IST/BST
discoverIE
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- Sectors : Capital Goods
- Companies : discoverIE
DAVY VIEW
discoverIE (DSCV) is a M&A-led growth compounder with an impressive 12-year track record. Compared with other companies with a compounding model in the industrials sector, such as Halma plc and Diploma plc, it is very much at the start of its growth journey. The valuation opportunity is in a steady re-rating, driven by consistent revenue growth, margin progression and healthy returns.
