Added to YB: 2025-09-12
Pitch date: 2025-09-10
KIN.BR [bullish]
Kinepolis Group NV
-11.3%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
Kinepolis Group NV operates and manages cinemas in Belgium, France, Canada, Spain, the Netherlands, the United States, Luxembourg, and internationally.
Market Cap
EUR 822.5M
Pitch Price
EUR 33.20
Price Target
N/A
Dividend
1.79%
EV/EBITDA
8.51
P/E
17.42
EV/Sales
2.47
Sector
Entertainment
Category
value
Kinepolis: Finally time to shine
KIN.BR: Belgian cinema operator positioned for movie theater recovery post-COVID/strikes. Strong H2 2024, good 2025-26 lineup ahead. Owns most real estate, 2.14x leverage allows M&A growth. €40M excess depreciation vs capex suggests ~10x PE vs reported. Negative working capital benefits growth. Real estate ownership reduces rental risk.
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