Added to YB: 2022-05-25
Pitch date: 2022-05-25
SOL.MI [bullish]
SOL S.p.A.
+186.87%
current return
Author Info
Value Situations is an investment ideas and research newsletter dedicated to identifying mispriced or undervalued companies and situations. Sign up for the newsletter.
Company Info
SOL S.p.A. engages in the applied research, production, and marketing of technical and medical gases in Italy and internationally.
Market Cap
EUR 3.3B
Pitch Price
EUR 16.99
Price Target
53.00 (+9%)
Dividend
1.02%
EV/EBITDA
10.62
P/E
22.62
EV/Sales
2.49
Sector
Chemicals
Category
value
Deep Breath, Deep Value
SOL.MI: Family-controlled industrial gas co. with 20yr consistent growth, 15% annualized returns. Deeply undervalued at 7x EBITDA vs 13x peers. Likely PE sale in 5yrs (200% upside) or market re-rate (160% upside). Strong downside protection. No analyst coverage, low float.
Read full article (24 min)