Added to YB: 2025-10-29
Pitch date: 2025-10-27
OPN.WA [bullish]
Oponeo.pl S.A.
-6.26%
current return
Author Info
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Company Info
Oponeo.pl S.A. engages in the online retail of tyres and wheels for motor vehicles in Poland, Germany, and United Kingdom.
Market Cap
PLN 1.1B
Pitch Price
PLN 92.60
Price Target
N/A
Dividend
7.13%
EV/EBITDA
9.63
P/E
12.68
EV/Sales
0.67
Sector
Specialty Retail
Category
growth
Monday Delight: 27/10/25 - Oponeo.pl S.A.
OPN.WA (quick overview): Polish e-commerce tyre leader, 3x larger than German rival Delticom despite being less known. 25% gross margins, 3x higher operating margins via dropship model w/ negative working capital. Family-owned, executed 20% buyback in 2023, stock up 2.5x since. Long runway from low penetration & international expansion. 13.1x P/E, 34.4% ROE.
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