Added to YB: 2025-06-17
Pitch date: 2025-06-13
DG.PA [neutral]
Vinci SA
-3.67%
current return
Author Info
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Company Info
Vinci SA, together with its subsidiaries, engages in concessions, energy, and construction businesses in France and internationally.
Market Cap
EUR 68.2B
Pitch Price
EUR 123.84
Price Target
N/A
Dividend
3.81%
EV/EBITDA
7.49
P/E
14.79
EV/Sales
1.31
Sector
Construction and Engineering
Category
value
Pre-Thesis Vinci
DG.PA (more research needed): Vinci operates toll roads, airports & infrastructure via long-term concession contracts (63% of operating income from 16% of revenue). Toll roads generate 18% ROIC, but airports dilute overall ROIC to ~12%. Construction (4% margin) & Energy (7% margin) segments add scale but lower returns. High barriers to entry & monopolistic assets warrant further research.
Read full article (3 min)