Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
CNNE [neutral]
Cannae Holdings, Inc.
-34.21%
current return
Author Info
No bio for this author
Company Info
Cannae Holdings, Inc. is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more.
Market Cap
$655.0M
Pitch Price
$20.43
Price Target
28.00 (+108%)
Dividend
4.51%
EV/EBITDA
-2.41
P/E
-2.03
EV/Sales
1.40
Sector
Financial Services
Category
value
Boudreau Capital Portfolio Review - Cannae Holdings, Inc.
CNNE (holding update): Holdco reducing NAV discount ($28 NAV vs $20 stock). Sold D&B for $630M, with $460M for SIB buyback. Shifting public→private assets (added $67M Jana Partners stake). Activist investors pushing to close discount. Wildcard: $600M AFC Bournemouth soccer team could appreciate significantly.
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