Added to YB: 2024-08-07
Pitch date: 2024-08-06
ICP1V.HE [neutral]
Incap Oyj
-8.99%
current return
Author Info
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Company Info
Incap Oyj, together with its subsidiaries, provides electronics manufacturing services in Europe, North America, and Asia.
Market Cap
EUR 311.2M
Pitch Price
EUR 10.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.15
P/E
19.91
EV/Sales
1.51
Sector
Electronic Equipment, Instruments and Components
Category
growth
Incap Oyj - ICP1V.HE
ICP1V.HE: Finnish EMS contractor, €221.59M rev 2023, 24.6% CAGR 2015-23. Decentralized ops, high ROIC (20%+). Risks: customer concentration (47% from largest), low pricing power. Tailwinds: EMS market growth, acquisitions. Trades at 1.4x rev, <9x RFCF. Potentially overvalued at 25% stock CAGR since 2015.
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