Professional
Added to YB: 2025-05-27
Pitch date: 2025-05-24
ODET.PA [neutral]
Compagnie de l'Odet
-6.83%
current return
Author Info
No bio for this author
Company Info
Compagnie de l'Odet engages in energy, communication, and industry business in France, Africa, the Americas, the Asia-Pacific, and other European countries.
Market Cap
EUR 5.8B
Pitch Price
EUR 1.4K
Price Target
N/A
Dividend
0.32%
EV/EBITDA
5.66
P/E
5.10
EV/Sales
2.90
Sector
Air Freight and Logistics
Category
value
Quercus Fund Portfolio Holding: Compagnie de l'Odet
ODET.PA (holding update): Holding company owning 70% of Bolloré. UMG (largest investee) grew EBITDA 12% in 2024. Vivendi split into 4 entities showing flat to low single-digit growth. Bolloré's cash pile exceeds market cap (adjusted for effective shares). Active in opportunistic buybacks when price/liquidity allow.
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