Added to YB: 2024-09-26
Pitch date: 2024-09-24
FPE.DE [bullish]
Fuchs SE
+0.73%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
Fuchs SE, together with its subsidiaries, develops, produces, and distributes lubricants and functional fluids in Europe, the Middle East, Africa, the Asia Pacific, and North and South America.
Market Cap
EUR 4.6B
Pitch Price
EUR 30.08
Price Target
N/A
Dividend
3.02%
EV/EBITDA
8.45
P/E
N/A
EV/Sales
1.27
Sector
Chemicals
Category
growth
Fuchs SE (FPE) - A Hidden Champion “Greased for Growth” after a 10 year consolidation phase?
FPE.DE: Lubricant manufacturer, 4.5bn EUR cap. 13.5x 2024 P/E, 12x 2025. Double-digit EBIT margins, 20%+ ROIC. 9% organic EPS growth + buybacks/M&A. 3.5% dividend. Family-run, solid balance sheet. Auto/ICE exposure (45%) risk. CEO retiring soon. 4% portfolio allocation at 30.80 EUR/share.
Read full article (3 min)