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Added to YB: 2024-01-03

Pitch date: 2024-01-03

DNOPY [bullish]

Dino Polska S.A.

-26.25%

current return

Author Info

No bio for this author

Company Info

Dino Polska S.A., together with its subsidiaries, operates a network of medium-sized grocery supermarkets under the Dino brand in Poland.

Market Cap

PLN 32.9B

Pitch Price

PLN 45.56

Price Target

355.00 (+957%)

Dividend

N/A

EV/EBITDA

12.78

P/E

21.14

EV/Sales

0.97

Sector

Consumer Staples Distribution and Retail

Category

growth

Show full summary:
Conser Value top holding: $DNOPY

$DNOPY: Polish grocer expands fast, leveraging scale to absorb inflation. Rev +28%, EPS +25% to Sep '23 but stock -27% from highs; 26x P/E, PEG 1.1 justified by 35% ROIC, visionary founder-owner & growth runway, mirroring $WMT & Mercadona playbook.

Read full article (3 min)