Professional
Added to YB: 2025-09-24
Pitch date: 2025-09-22
RCO.PA [bullish]
Rémy Cointreau SA
-20.41%
current return
Author Info
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Company Info
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits.
Market Cap
EUR 1.9B
Pitch Price
EUR 46.64
Price Target
N/A
Dividend
4.07%
EV/EBITDA
11.80
P/E
20.80
EV/Sales
2.78
Sector
Beverages
Category
value
Idea Brunch with Steven Grey of Grey Value Management - Rémy Cointreau SA
RCO.PA: Premium spirits co w/ irreplaceable 300yr+ brands (Rémy Martin, Cointreau, Louis XIII). Strong balance sheet, 3%+ dividend yield. Trading at 2.6x revenue vs Campari paid 6x for Courvoisier. Q3 organic sales +7%, Liqueurs & Spirits +17.3%. Near 10yr lows despite transient China headwinds.
Read full article (2 min)