Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
BNR.DE [bullish]
Brenntag SE
-11.99%
current return
Author Info
No bio for this author
Company Info
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally.
Market Cap
EUR 7.1B
Pitch Price
EUR 57.67
Price Target
N/A
Dividend
4.27%
EV/EBITDA
7.88
P/E
17.02
EV/Sales
0.62
Sector
Trading Companies and Distributors
Category
turnaround
Oakmark Global Fund New Position: Brenntag SE
BNR.DE (new position): Global leader in specialty/commodity chemical distribution. Strong customer/supplier network in fast-growing market emerging from cyclical trough. Multi-year plan to restructure, focus on value, improve incentives, and cut costs. Temporary challenges create buying opportunity at discount to intrinsic value.
Read full article (1 min)