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Added to YB: 2025-08-13

Pitch date: 2025-08-12

G24.DE [neutral]

Scout24 SE

-25.47%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.

Company Info

Scout24 SE operates ImmoScout24, a digital platform for the residential and commercial real estate sectors in Germany and internationally.

Market Cap

EUR 6.3B

Pitch Price

EUR 116.40

Price Target

N/A

Dividend

1.50%

EV/EBITDA

20.55

P/E

27.73

EV/Sales

9.96

Sector

Interactive Media and Services

Category

growth

Show full summary:
Update on Scout24 SE

G24.DE (update): +36% YTD standout performer; Q2 rev +15.1% to €160.6m, ooEBITDA +17.3% to €101.7m (63.3% margin). Prof segment +14.5% w/ 61% seat growth; Private +16.8%. FY25 guide raised to 14-15% rev growth. Dominant in improving German housing market. Trading 21x EV/EBITDA; transactional revenue upside.

Read full article (2 min)