Added to YB: 2025-06-11
Pitch date: 2025-06-09
NORTHM.CO [bullish]
North Media A/S
+15.76%
current return
Author Info
No bio for this author
Company Info
North Media A/S develops and operates platforms for transactions between businesses and consumers in Denmark, Sweden, and Norway.
Market Cap
DKK 874.2M
Pitch Price
DKK 40.78
Price Target
90.00 (+93%)
Dividend
2.58%
EV/EBITDA
1.04
P/E
5.93
EV/Sales
0.10
Sector
Media
Category
value
North Media A/S (NORTHM) - A Cash-Rich Legacy Business Poised to Inflect
NORTHM.CO: Danish media co down 20% 5yr, trading <2x FY25 EBITDA. Value overlooked: equity portfolio (DKK 700m), real estate, SDR nearing profitability after FKD system implementation. Last Mile segment (86% rev) shows physical delivery resilience; Digital Services (14%) offers growth. 120% upside to DKK 90 fair value. Risk: foundation structure limits strategic flexibility.
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