Added to YB: 2025-10-27
Pitch date: 2025-09-06
SL.MI [bullish]
Sanlorenzo S.p.A.
-14.37%
current return
Author Info
No bio for this author
Company Info
Sanlorenzo S.p.A. designs, builds, and sells boats and pleasure boats in Italy, rest of Europe, the Asia-Pacific, the United States, the Middle East, and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 34.80
Price Target
N/A
Dividend
3.29%
EV/EBITDA
6.62
P/E
10.12
EV/Sales
1.11
Sector
Leisure Products
Category
value
Sanlorenzo S.p.A. - $SL.MI
SL.MI: Italian superyacht leader w/ 50% ROIC, EUR1bn orderbook covering 3yrs production. 'Made-to-measure' moat serves UHNWIs, resilient through 2009 crisis (-10% vs -60% market). CEO Perotti owns 55.7%, proven 15%+ CAGR track record. Stock down 25% on sector cooling, trades 11x vs 15x peak. Path to 15%+ returns via high single-digit growth + APAC expansion.
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