LON:CVSG
CVS Group Plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
1412.00p
Buy <=wait / entry
1046.67p
Trim >=take some off
1240.00p
Thesis breakA cut to FY2026 revenue or profit guidance at the full-year results, a UK consum...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 20% | 100 / 100 | 20.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 30% | 10 / 100 | 3.0 |
| Weighted conviction | 54 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- M&A activity: six acquisitions in Australia (14 sites, GBP 43.3m) and resumed UK M&A post-CMA
- Earnings performance: revenue +5.9% to GBP 712.8m, adjusted EBITDA +5.1% to GBP 141.5m, adjusted EPS +6.9% to 85.6p
- Share buybacks: GBP 31.7m returned with up to GBP 38m more planned in FY27