Professional
Added to YB: 2025-12-19
Pitch date: 2025-10-30
EAT.MC [bullish]
AmRest Holdings SE
-9.34%
current return
Author Info
No bio for this author
Company Info
AmRest Holdings SE, together with its subsidiaries, operates and manages quick service, fast casual, coffee, and casual dining restaurants in Central and Eastern Europe, Western Europe, China, and internationally.
Market Cap
PLN 707.6M
Pitch Price
PLN 14.74
Price Target
N/A
Dividend
2.13%
EV/EBITDA
5.26
P/E
31.49
EV/Sales
0.84
Sector
Hotels, Restaurants and Leisure
Category
value
Horos Asset Management Portfolio Holding: AmRest Holdings SE
EAT.MC (added to position): Trading 4x cheaper than US restaurant peers despite mgmt navigating headwinds well & executing operational strategy. Strong profitability & cash generation not reflected in 'absurdly low valuation.' Unlike peer Ibersol's buybacks/dividends, lacks capital allocation opportunism.
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