Added to YB: 2025-10-22
Pitch date: 2025-10-20
COMB.BR [bullish]
Compagnie du Bois Sauvage S.A.
+7.34%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Compagnie du Bois Sauvage S.A., an investment holding company, invests in the industrial and real estate sectors.
Market Cap
EUR 427.1M
Pitch Price
EUR 259.00
Price Target
357.55 (+29%)
Dividend
3.18%
EV/EBITDA
6.73
P/E
-58.17
EV/Sales
1.60
Sector
Financial Services
Category
value
$COMB.BR - Compagnie Du Bois Sauvage
COMB.BR: Belgian investment holding trading at 0.86x book value with 37% margin of safety. Portfolio: 54% NAV in chocolate group (Neuhaus, Jeff de Bruges), 5.5% in Berenberg Bank, real estate 25% NAV. 1H25: +18% operating profit, 48.9M CFO vs 26.8M prior year, 8.1% FCF yield. Risks: Eaglestone RE losses, Vinventions 7.4M impairment. IV €358 vs €261 current price.
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