Added to YB: 2025-07-21
Pitch date: 2025-07-18
CFR.SW [bullish]
Compagnie Financière Richemont SA
+19.26%
current return
Author Info
Cosmic Capital is a former equity analyst at billion dollar long-only funds which outperformed their benchmarks by 4-5% annually who shares research on the world's best companies. Sign up for the newsletter.
Company Info
Compagnie Financière Richemont SA, an investment holding company, engages in the luxury goods business.
Market Cap
CHF 108.1B
Pitch Price
CHF 139.48
Price Target
N/A
Dividend
1.77%
EV/EBITDA
17.08
P/E
28.30
EV/Sales
4.84
Sector
Textiles, Apparel and Luxury Goods
Category
value
How Richemont, Wise & Diploma Are Tracking This Quarter - $CFR.SW
CFR.SW: Richemont outperforming luxury sector with 6% cc revenue growth (Jewellery +11%, 98% of earnings). Trading at ~20x P/E ex-cash vs 40-50x for peers despite similar growth. Gold/tariff cost pressures mitigated by price increases. Low-teens earnings growth + 2% dividend = low-mid teens IRR potential.
Read full article (1 min)