Added to YB: 2026-01-06
Pitch date: 2025-12-29
THEP.PA [neutral]
Thermador Groupe SA
+1.95%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
Thermador Groupe SA, together with its subsidiaries, engages in the distribution business in France and internationally.
Market Cap
EUR 722.7M
Pitch Price
EUR 77.00
Price Target
N/A
Dividend
2.64%
EV/EBITDA
10.46
P/E
18.25
EV/Sales
1.44
Sector
Trading Companies and Distributors
Category
N/A
My 23 Investments for 2026 - Long term hold: Thermador Groupe SA
THEP.PA (long-term hold): French construction supply distributor specializing in pumps/water circulation. Decentralized 'outsider' culture with regular M&A. 2025 tough due to French economy/high rates, 2026 recovery unlikely. Still earning decent margins showing quality business model. Long term hold.
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