Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
TRI.PA [bullish]
Trigano S.A.
+14.12%
current return
Author Info
No bio for this author
Company Info
Trigano S.A., together with its subsidiaries, designs, manufactures, and distributes leisure vehicles for individuals and professionals in France, Germany, the United Kingdom, Benelux, Italy, Spain, Northern Europe, and internationally.
Market Cap
EUR 3.4B
Pitch Price
EUR 148.09
Price Target
N/A
Dividend
2.12%
EV/EBITDA
7.92
P/E
14.05
EV/Sales
0.84
Sector
Automobiles
Category
value
Highwood Value Partners New Position: Trigano S.A.
TRI.PA (new position): European RV leader, growing from 15% to 31% market share (8.5% organic+7.5% M&A annually). 21% ROE, 10-13% margins vs competitors <5%, net cash balance. Trading at 6x earnings, 1.2x book, double-digit FCF yield. Risks: 77yo founder succession, EV transition. Similar to Buffett's Forest River.
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