LBG Media plc (LBG.L)
ValueMarkers Composite Index
66% below intrinsic value ($2)
LBG Media plc (LBG.L) — VMCI valuation read
Headline read on LBG.L: VMCI of 61/100 versus a Communication Services sector median of 50. The 11-point above-median position is what makes LBG Media plc a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on LBG.L: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on LBG.L: value (LBG.L trades at 25.0x earnings, 39% above the Communication Services median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Communication Services median (10.0%)), and risk (net debt to EBITDA of 2.6x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Communication Services 12.0x baseline.
LBG.L rose 0.2% over the trailing 7 days, with a -4.7% read on a 30-day basis.
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