Added to YB: 2025-10-31
Pitch date: 2025-10-29
BELA.AT [neutral]
Jumbo S.A.
-0.07%
current return
Author Info
Company Info
Jumbo S.A. engages in the retail sale of toys, baby products, gift articles, household products, stationery, seasonal, home decoration items, books, and related products in Greece, Cyprus, Bulgaria, and Romania.
Market Cap
EUR 3.8B
Pitch Price
EUR 27.46
Price Target
27.74 (+1%)
Dividend
3.50%
EV/EBITDA
8.09
P/E
11.99
EV/Sales
2.91
Sector
Specialty Retail
Category
value
Jumbo S.A. - $BELA.AT
BELA.AT (overview): Greek retailer w/ 8% operating cash flow yield, high margins from 70% direct Asia sourcing. Diversified beyond toys (39% home products, 23% seasonal). Bull: expansion runway, pricing power. Bear: supply chain risk, competition, FX exposure. DCF shows €27.74 value vs €26.98 price.
Read full article (7 min)