Added to YB: 2025-10-16
Pitch date: 2025-10-14
BAS.DE [bullish]
BASF SE
+6.45%
current return
Author Info
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Company Info
BASF SE operates as a chemical company worldwide. It operates through six segments: Chemicals, Materials, Industrial Solutions, Surface Technologies, Nutrition & Care, and Agricultural Solutions.
Market Cap
EUR 38.4B
Pitch Price
EUR 42.00
Price Target
N/A
Dividend
5.23%
EV/EBITDA
9.57
P/E
99.38
EV/Sales
0.96
Sector
Chemicals
Category
special_situation
BASF (BAS Germany): Unlocking value, cash first, complexity later
BAS.DE (quick overview): Sold 60% auto coatings stake to Carlyle for €7.7B EV (~13x EBITDA), generating €5.8B proceeds by mid-2026. Total €9B asset sales enable €4B buyback, cut net debt to €14B (2.2x EBITDA). Core biz trades 6x EBITDA vs peers 20-30x. 5%+ div yield. Strategic discipline over growth.
Read full article (2 min)