Added to YB: 2025-10-13
Pitch date: 2025-08-25
TNIE.DE [bullish]
tonies SE
+53.22%
current return
Author Info
No bio for this author
Company Info
tonies SE, through its subsidiaries, develops, produces, and distributes digital, cloud based, and interactive audio platform and entertainment system for children in Germany, the United States, the United Kingdom, and internationally.
Market Cap
EUR 985.9M
Pitch Price
EUR 6.05
Price Target
11.50 (+24%)
Dividend
N/A
EV/EBITDA
47.21
P/E
40.52
EV/Sales
1.88
Sector
Leisure Products
Category
growth
tonies SE - $TNIE.DE
TNIE.DE: Building children's audio platform w/ 9.5M Tonieboxes, 125M figurines sold. Hardware+content ecosystem drives recurring revenue. N.America now profitable, +30% growth. Disney/Paramount licensing deals. Trades ~12x 2025 EBITDA vs peers 6-11x but platform economics justify premium. 31% PE overhang risk but clearing could unlock value.
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