Added to YB: 2024-04-15
Pitch date: 2024-04-13
COM.MI [bullish]
Comer Industries S.p.A.
+42.12%
current return
Author Info
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Company Info
Comer Industries S.p.A. designs and produces engineering systems and mechatronic solutions for power transmission applications in Italy and internationally.
Market Cap
EUR 891.2M
Pitch Price
EUR 30.96
Price Target
N/A
Dividend
4.02%
EV/EBITDA
5.74
P/E
11.45
EV/Sales
0.92
Sector
Machinery
Category
value
Comer Industries: Unveiling a hidden champion with a sustainable 12% free cashflow yield
COM.MI: Italian family-owned co. making mission-critical parts for ag/construction vehicles. 20%+ ROCE, 12.4% FCF yield, 7.2x EV/EBIT vs peers 11-16x. Asset-light model, high barriers. Risks: competition, OEM insourcing, capital allocation. Net cash 2024, upside 50%+. Watch ownership, FCF use, margins.
Read full article (13 min)