Added to YB: 2025-12-03
Pitch date: 2025-11-30
PNDORA.CO [neutral]
Pandora A/S
-8.92%
current return
Author Info
Octopus Value is a private investor focusing on quality companies with margin of safety Sign up for the newsletter.
Company Info
Pandora A/S engages in the designing, manufacturing, and marketing of jewelry products. The company operates in two segments, Core and Fuel With More.
Market Cap
DKK 57.7B
Pitch Price
DKK 760.00
Price Target
1.2K (+72%)
Dividend
2.60%
EV/EBITDA
7.15
P/E
11.43
EV/Sales
2.29
Sector
Textiles, Apparel and Luxury Goods
Category
value
Pandora Valuation Update
PNDORA.CO (update): Down 42% YTD on silver price/FX fears. DCF shows 57% undervaluation at 1204 DKK target vs 520 DKK current price. 7% revenue growth assumptions (3% network expansion, 2% volume, 2% pricing). Silver hedwinds could hit -500bps gross margin 2027. Market pricing -4% FCFF CAGR vs author's +16.6% decade upside + 2.6% yield.
Read full article (5 min)