Pantheon International offers value, says Stifel
Portfolio Pulse from
Stifel has maintained a 'buy' rating on Pantheon International (PIN), highlighting the stock's current 40% discount to its Net Asset Value (NAV). The analyst notes that recent market concerns about private equity exits appear already priced in, and the company's portfolio shift towards co-investments and manager-led secondaries could provide future upside.
March 27, 2025 | 12:30 pm
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Stifel maintains 'buy' rating with 370p fair value target, suggesting potential 25% discount to expected NAV range.
Analyst maintains buy rating, sees current market concerns as already priced in, and highlights portfolio transformation reducing fee layers.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100