Added to YB: 2025-04-21
Pitch date: 2025-04-17
BOREO.HE [neutral]
Boreo Oyj
-6.16%
current return
Author Info
Company Info
Boreo Oyj owns, acquires, and develops B2B businesses in Northern Europe. It also distributes and assembles electronic components; and provides storage, logistics, courier, and technical sales services.
Market Cap
EUR 39.1M
Pitch Price
EUR 14.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.50
P/E
-48.50
EV/Sales
0.54
Sector
Electronic Equipment, Instruments and Components
Category
value
Boreo - ex compounder
BOREO.HE (pass): Finnish serial acquirer hampered by cyclical businesses, high debt (5x incl. hybrid bonds), and low margins (declining EBIT). Technical trade segment hit by construction downturn. Electronics showing stability with defense growth. Trading at 10x P/E but FCF poor. High interest costs eating profits. Too leveraged for cyclicals.
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