PEBB

The Pebble Group PLC

Media First-pass screen £80m

420/1000 Overall fit

AI beneficiary 35% 30

Operating leverage 25% 55

Valuation 25% 30

Downside protection 15% 68

First-pass take

Debt-free, high-retention platform (97% Partner/client retention) with improving Brand Addition margins (10.6% vs 10.0%), but group revenue flat and EBITDA declining 5.4%. AI roadmap nascent (2026 Vertical AI, internal tools). No valuation data. Facilisgroup investing £1m in Partner acquisition; growth not yet visible.

Flags

no-valuation-dataai-pivotflat-growthcyclicalsingle-major-customer