Professional
Added to YB: 2025-07-25
Pitch date: 2025-07-15
TRI.PA [bullish]
Trigano S.A.
+16.01%
current return
Author Info
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Company Info
Trigano S.A., together with its subsidiaries, designs, manufactures, markets, and sells leisure vehicles for individuals and professionals in Europe.
Market Cap
EUR 2.9B
Pitch Price
EUR 148.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.35
P/E
11.91
EV/Sales
0.70
Sector
Automobiles
Category
value
Show full summary:
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.
Read full article (4 min)