Paragon Group Of Companies(PAG)

Sector:

General Financial

Index:

FTSE Small Cap

Market Cap

£298.49m

Change Today

Price Down-0.50p

Share Price

100.00p

Thursday tips round-up: Business Post, Experian, Paragon

Date: Thursday 22 May 2008

LONDON (ShareCast) - Business Post is a growth stock that has not yet reached its potential. For investors, the shares clearly trade at a discount and despite the impressive gains made yesterday, there is still some room left for improvement. Buy, recommends the Independent.

The Times says it has been a solid holder of Experian on the strength of its market position – No 1 in the UK and No 3 in the US – and the belief that the credit crunch could even stimulate demand for its services. With little sign of that boost and with the shares, at 397p, trading at 14 times current-year earnings, it is time to bale out. Sell.

There is the prospect of a bid for Paragon as buyers are attracted to the income stream and its proven expertise on buy-to-let, a market that can not be in the doldrums forever. The selling is overdone. Buy, says the Telegraph.

Thus Group's annual results impressed the analysts. At Cazenove they described the figures as "solid". They also think that the stock looks cheap, saying that with an EV to Ebitda of 3.5 times to next March, the shares trade at a discount to Kcom and Colt, at 5.2 times and 4.8 times respectively. They argue that the stock will outperform the market. Buy.

Discounting remains high – revenue growth is trailing volumes – and net debt of £400 million is more than half Britvic’s stock market value. Further, the 14 per cent stake held by Permira still overhangs the shares. However, at 329½p, or 12 times next year’s earnings, offering a 4 per cent yield, the shares are reasonably priced. Buy, says the Times.

Although Great Portland shares have fallen to 435p to trade on 39 times forecast earnings, the Telegraph repeats its hold rating and advise investors to hang on. The Times says at 435p, shares in GPE trade at a 25 per cent discount to NAV and yield 2.7 per cent. Worth holding on. The Independent also says hold.

Please note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

 

PAG Market Data

Currency UK Pounds
Share Price 100.00p Price Down
Change Today -0.50p
52 Week High 613.21
52 Week Low 49.75
Volume 507,073
Shares Issued 298.49m
Market Cap £298.49m
Beta 1.47
RiskGrade 410

Performance Indicators

Compare performance with the sector and the market.
Find out more
Key: vs Market vs Sector
Value
70.37% above the market average70.37% above the market average70.37% above the market average70.37% above the market average70.37% above the market average
59.48% above the sector average59.48% above the sector average59.48% above the sector average59.48% above the sector average59.48% above the sector average
Price Trend
62.1% below the market average62.1% below the market average62.1% below the market average62.1% below the market average62.1% below the market average
54.15% below the sector average54.15% below the sector average54.15% below the sector average54.15% below the sector average54.15% below the sector average
Income
52.98% above the market average52.98% above the market average52.98% above the market average52.98% above the market average52.98% above the market average
25.53% above the sector average25.53% above the sector average25.53% above the sector average25.53% above the sector average25.53% above the sector average
Growth
2.62% above the market average2.62% above the market average2.62% above the market average2.62% above the market average2.62% above the market average
46.24% below the sector average46.24% below the sector average46.24% below the sector average46.24% below the sector average46.24% below the sector average
Price Chg 6m
26.57% above the market average26.57% above the market average26.57% above the market average26.57% above the market average26.57% above the market average
36.76% above the sector average36.76% above the sector average36.76% above the sector average36.76% above the sector average36.76% above the sector average
P/E
96.23% above the market average96.23% above the market average96.23% above the market average96.23% above the market average96.23% above the market average
92.70% above the sector average92.70% above the sector average92.70% above the sector average92.70% above the sector average92.70% above the sector average
PEG Not Available
Dividend Yield
84.59% above the market average84.59% above the market average84.59% above the market average84.59% above the market average84.59% above the market average
80.43% above the sector average80.43% above the sector average80.43% above the sector average80.43% above the sector average80.43% above the sector average
EPS Growth
56.39% below the market average56.39% below the market average56.39% below the market average56.39% below the market average56.39% below the market average
41.82% below the sector average41.82% below the sector average41.82% below the sector average41.82% below the sector average41.82% below the sector average
Operating Margin
23.77% above the market average23.77% above the market average23.77% above the market average23.77% above the market average23.77% above the market average
10.68% above the sector average10.68% above the sector average10.68% above the sector average10.68% above the sector average10.68% above the sector average

What The Brokers Say

Strong Buy 3
Buy 0
Neutral 3
Sell 0
Strong Sell 0
Total 6
buy
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

PAG Dividends

  Latest Previous
  Interim Final
Ex-Div 02-Jul-08 n/a
Paid 01-Aug-08 n/a
Amount 1.00p 0.000p

Trades for 05-Sep-2008

Time Volume / Share Price
16:35 21,793 @ 100.00p
16:29 4,481 @ 99.50p
16:19 495 @ 99.50p
16:18 1,428 @ 99.50p
16:18 386 @ 99.50p

PAG Key Personnel

Finance Director Nicholas Keen
CEO Nigel S Terrington
COO Pawan Pandya
Chair Robert Dench

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