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Added to YB: 2025-05-21

Pitch date: 2025-05-20

DOU.DE [bullish]

Douglas AG

-5.28%

current return

Author Info

Company Info

Douglas AG operates as an omnichannel beauty company in Europe. It operates through DACHNL, France, Southern Europe, Central-East Europe, and Parfumdreams/Niche Beauty segments.

Market Cap

EUR 1.3B

Pitch Price

EUR 11.36

Price Target

54.00 (+402%)

Dividend

N/A

EV/EBITDA

4.73

P/E

8.88

EV/Sales

0.78

Sector

Specialty Retail

Category

value

Show full summary:
Douglas AG (DOU) - Europe’s Dominant Beauty Retailer at 6x FCF

DOU.DE: European beauty leader at 6-8x FCFE, 18.5% FCFE CAGR through 2030. 69% owned by CVC/Krekes with insider buying. €1.14 dividend (9.8% yield) expected FY26/27. Recession-resistant category, 7.5% high-margin own brands, growing retail media. Target €32-54 (23-36% IRR). Currently undervalued vs Sephora/ULTA.

Read full article (9 min)