Added to YB: 2025-08-20
Pitch date: 2025-08-18
PNDORA.CO [neutral]
Pandora A/S
-17.22%
current return
Author Info
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Company Info
Pandora A/S engages in the designing, manufacturing, and marketing of jewelry products. The company operates in two segments, Core and Fuel With More.
Market Cap
DKK 57.7B
Pitch Price
DKK 844.20
Price Target
N/A
Dividend
2.60%
EV/EBITDA
7.15
P/E
11.43
EV/Sales
2.29
Sector
Textiles, Apparel and Luxury Goods
Category
value
Pandora drops nearly 20% in one day. My stock buy of the week.
PNDORA.CO (earnings - added to position): World's largest jeweler down 18% on earnings miss despite 8% organic growth, 18% EPS growth, 44% ROIC. Now at 12x PE, <10x EV/EBIT, 8% FCF yield, 40% off 52-week high & below intrinsic value. Strong 80% gross margin, 25% 5yr ROIC. Tariff issues ahead but reiterated guidance.
Read full article (2 min)