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
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.
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