Added to YB: 2026-01-23
Pitch date: 2026-01-21
GBT.PA [bullish]
Guerbet SA
-2.33%
current return
Author Info
Dismissed & Asset Backed has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Sign up for the newsletter.
Company Info
Guerbet SA engages in the development and marketing of contrast media products, delivery systems, medical devices, and related solutions.
Market Cap
EUR 173.4M
Pitch Price
EUR 13.72
Price Target
56.00 (+318%)
Dividend
N/A
EV/EBITDA
6.28
P/E
22.41
EV/Sales
0.63
Sector
Health Care Equipment and Supplies
Category
turnaround
Guerbet (GBT) - A Stumbling Dividend Aristocrat at an ATL of 0.64x TB
GBT.PA: French contrast agent producer trades 0.64x tangible book (€13.90, -68% from 5yr high) despite 100yr history, global footprint in 100+ countries. FDA warning letter, French supply chain reform caused 2025 struggles. Consensus sees 5% growth 2027, 14% 2028. At historic 7.5x EBITDA multiple = €56/share (300% upside, 32% CAGR over 5yr).
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