Added to YB: 2025-07-14
Pitch date: 2025-07-10
WOSG.L [neutral]
Watches of Switzerland Group PLC
+32.25%
current return
Author Info
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Company Info
Watches of Switzerland Group PLC operates as a retailer of luxury watches and jewelry in the United Kingdom, Europe, and the United States.
Market Cap
GBP 878.4M
Pitch Price
GBP 3.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.37
P/E
16.34
EV/Sales
0.86
Sector
Specialty Retail
Category
value
Watches of Switzerland Group ($WOSG.L) Deep Dive - Update
WOSG.L (update): Luxury watch/jewelry retailer at 7.4% FY25 revenue growth ($1B US sales), margins pressured by tariffs. Opening 20 showrooms, Rolex CPO program exceeding expectations. Roberto Coin acquisition diversifying to jewelry. Trading at 9x forward P/E vs 15.3x median, 13% FCF yield. Risks: UK slowdown, Rolex-Bucherer dynamics. DCF shows 16% annual return potential.
Read full article (20 min)