Q: Greetings 5i team,
If you were to own just one (PBH or PLC), which would it be and why.
Thank you as always.
SP
If you were to own just one (PBH or PLC), which would it be and why.
Thank you as always.
SP
5i Research Answer:
We like both, but PLC has been a big underperformed, and PBH likely has far more long term growth potential. PBH is more expensive on valuation, but it is more than 10X as large, and we would side with it.