What smart money is saying about Vistry Group PLC
7 funds in our archive have pitched Vistry Group PLC — most recently Laughing Water Capital in December 2025.
Vistry Group PLC, together with its subsidiaries, operates as a housebuilder in the United Kingdom. The company offers one-bedroom to five-bedroom family homes. As of December 31, 2021, it had 42,770 controlled land bank plots and 40,000 strategic land bank plots. The company was formerly known as Bovis Homes Group PLC and changed its name to Vistry Group PLC in January 2020. Vistry Group PLC was founded in 1885 and is headquartered in West Malling, the United Kingdom.
Fund coverage · 7 theses
- Laughing Water CapitalDecember 2025
Vistry Group PLC is an asset-light partnerships homebuilder set for multi-year EBIT growth supported by expanded UK funding and buybacks, with shares at a low multiple offering re-rating potential.
Read the full thesis - Laughing Water CapitalSeptember 2025
Vistry Group PLC is a leading U.K. affordable housing builder poised for growth due to a new £39B funding program, despite past accounting issues and current undervaluation.
Read the full thesis - Laughing Water CapitalMarch 2025
Vistry Group PLC is a UK homebuilder facing short-term challenges due to past accounting issues but remains a promising investment as government commitments to affordable housing and insider confidence could drive future growth.
Read the full thesis - Crossroads CapitalMarch 2025
Vistry PLC is transitioning to a capital-light partnerships model to become the UK's largest affordable housing manufacturer, improving financial predictability and returns while maintaining strong stakeholder relationships.
Read the full thesis - Maran CapitalDecember 2024
Vistry is undervalued despite recent challenges, with potential for significant upside if management can rebuild credibility.
Read the full thesis - Laughing Water CapitalDecember 2024
Vistry Group PLC is currently undervalued despite recent setbacks in its transition to a Partnerships model, with potential for significant earnings growth in the near future.
Read the full thesis - Greenhaven Road CapitalDecember 2024
Vistry (VTY) is a UK homebuilder transitioning to a capital-light partnership model focused on affordable housing, currently undervalued with potential for significant earnings growth and share buybacks despite short-term challenges.
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