Added to YB: 2025-10-13
Pitch date: 2025-10-09
ALVDM.PA [bullish]
Voyageurs du Monde SA
-3.43%
current return
Author Info
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Company Info
Voyageurs du Monde SA operates as a travel agency in France and internationally. It organizes honeymoons, family holidays, romantic weekend trips, summer holidays, cruise tours, world tours, diving, and trips to Japan, Italy, Egypt, Australia, South Africa, Indonesia, the United States, Brazil, and Greece.
Market Cap
EUR 746.0M
Pitch Price
EUR 175.00
Price Target
N/A
Dividend
2.99%
EV/EBITDA
9.48
P/E
14.07
EV/Sales
0.88
Sector
Hotels, Restaurants and Leisure
Category
value
Voyageurs du Monde (ALVDM France): Finding calm seas in a turbulent travel market
ALVDM.PA (quick overview): French adventure travel co w/ 10% H1 rev growth despite uneven market. Strong margins via pricing power in premium/bespoke niches. Bookings moderating but sustainable. Pristine balance sheet enables M&A in consolidating market. Asset-light model provides cyclical buffer. Undervalued vs proven resilience.
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