Added to YB: 2025-10-30
Pitch date: 2025-09-13
MOL.MI [bullish]
Moltiply Group S.p.A.
-17.78%
current return
Author Info
No bio for this author
Company Info
Moltiply Group S.p.A., a holding company that operates in the financial services industry. The company operates through Moltiply BPO&Tech (BPO) and Mavriq (Broking) divisions.
Market Cap
EUR 1.7B
Pitch Price
EUR 43.60
Price Target
55.00 (+53%)
Dividend
0.26%
EV/EBITDA
21.25
P/E
39.99
EV/Sales
4.03
Sector
Consumer Finance
Category
value
Moltiply Group S.p.A. - $MOL.MI
MOL.MI: European price comparison/BPO operator; revenue grew 21% CAGR, stock +19% CAGR over decade. Broking now 65% EBITDA (vs 50% 2018), reduced Italy mortgage exposure. Likely BPO separation within 2yrs unlocks SOTP value. €3B Google lawsuit (1.8x mkt cap) for anticompetitive behavior. Base biz worth €55/share (26% upside), 15x EBITDA. Even 15% lawsuit recovery = 52% total upside.
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