Added to YB: 2026-01-23
Pitch date: 2026-01-21
GBT.PA [bullish]
Guerbet SA
-29.3%
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 provides a range of contrast media, medical devices, and digital and AI solutions for diagnostic and interventional imaging worldwide.
Market Cap
EUR 139.5M
Pitch Price
EUR 13.72
Price Target
56.00 (+477%)
Dividend
N/A
EV/EBITDA
9.97
P/E
-1.29
EV/Sales
0.57
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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