Added to YB: 2025-06-04
Pitch date: 2025-06-02
BOW.WA [bullish]
Bowim S.A.
+11.34%
current return
Author Info
Alpha Ark scours markets to uncover undervalued gems. Our goal is to provide transparent in-depth analysis and valuations, to help investors make informed decisions. Sign up for the newsletter.
Company Info
Bowim S.A. engages in distribution of carbon steel products in Poland, rest of the European Union, and internationally.
Market Cap
PLN 87.9M
Pitch Price
PLN 4.85
Price Target
19.15 (+255%)
Dividend
N/A
EV/EBITDA
20.32
P/E
-9.25
EV/Sales
0.05
Sector
Trading Companies and Distributors
Category
value
Bowim S.A. (BOW.WA) - Polish Net-Net with New Cycle Brewing
BOW.WA: Polish steel distributor at 24% discount to NCAV, 0.3x P/B. Trading at 2.2x 2025E EV/EBITDA with 3% upside to PLN19.15 PT. Infrastructure boom (PLN2T over decade) + potential Ukraine peace catalyst. Mid-cycle EBITDA est. PLN50M vs 2024's PLN11M. 63% insider ownership, no debt. 134-300% upside potential.
Read full article (11 min)