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Added to YB: 2024-09-06

Pitch date: 2024-09-05

SOM.L [bullish]

Somero Enterprises, Inc.

-11.15%

current return

Author Info

Company Info

Somero Enterprises, Inc. designs, assembles, remanufactures, sells, and distributes concrete leveling, contouring, and placing equipment.

Market Cap

GBP 164.9M

Pitch Price

GBP 2.59

Price Target

3.60 (+57%)

Dividend

6.94%

EV/EBITDA

5.16

P/E

9.16

EV/Sales

1.27

Sector

Machinery

Category

dividend

Show full summary:
Quick Pitch: Somero Enterprises, Inc.

SOM.L: Dominant in laser-enabled concrete screeds. 10% organic sales CAGR since FY13, 27% EBIT margin, 34% ROIC. 73% NA sales. Long product cycles (5-10yrs). Strong moat: patents, scale, support. Cyclical risk. FY24 rev guide $110m (-9% YoY). 24% upside to £3.6 PT. 8% dividend yield. PE takeover potential.

Read full article (10 min)