Added to YB: 2025-10-29
Pitch date: 2025-10-27
OPN.WA [bullish]
Oponeo.pl S.A.
-4.32%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
Oponeo.pl S.A. engages in the online retail of tyres and wheels for motor vehicles in Poland. The company operates through Car Accessories, Bicycle Accessories and Tools segments.
Market Cap
PLN 980.9M
Pitch Price
PLN 92.60
Price Target
N/A
Dividend
7.79%
EV/EBITDA
10.45
P/E
18.83
EV/Sales
0.60
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.
Read full article (1 min)