Added to YB: 2025-06-26
Pitch date: 2025-06-25
BOSN.SW [bullish]
Bossard Holding AG
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Bossard Holding AG provides industrial fastening and assembly solutions in Europe, the United States, and Asia.
Market Cap
CHF 1.4B
Pitch Price
N/A
Price Target
N/A
Dividend
2.21%
Sector
Trading Companies and Distributors
Category
value
$BOSN.SW - Bossard Holding AG
BOSN.SW (new position): Swiss fastener specialist (190+ years) w/ high-margin logistics platform integrating into client operations. Capital-light model (1.2x asset turnover) delivers 10% EBIT margin, 20% ROE. Revenue via Smart Factory Logistics creates switching costs. Swiss GAAP conceals true equity (180M CHF goodwill offset). 6% position initiated at 25% discount to IV.
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