Added to YB: 2025-04-29
Pitch date: 2025-04-26
ADDHY [neutral]
Addtech AB (publ.)
+7.49%
current return
Author Info
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Company Info
Addtech AB (publ.) provides technical products and solutions for the manufacturing and infrastructure sectors in Sweden, Denmark, Finland, Norway, Germany, the United Kingdom, the rest of Europe, and internationally.
Market Cap
SEK 92.9B
Pitch Price
SEK 312.02
Price Target
N/A
Dividend
1.05%
EV/EBITDA
23.80
P/E
41.77
EV/Sales
4.29
Sector
Trading Companies and Distributors
Category
growth
Addtech AB - $ADDHY
ADDHY (overvalued): Swedish industrial tech group with 26% CAGR over 24 years through systematic small acquisitions (6-9x EBITA) in high-value niches. 5 segments in secular trends. Decentralized culture, 15-20% acquisition yields, 20%+ ROIC & ROIIC. Current price expects 26% FCF CAGR to 2035; 20-30% drop needed for attractive entry.
Read full article (26 min)