Added to YB: 2026-01-27
Pitch date: 2026-01-25
SIX2.DE [bullish]
Sixt SE
-4.22%
current return
Author Info
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Company Info
Sixt SE, through its subsidiaries, provides mobility services through corporate and franchise branch network for private and business customers.
Market Cap
EUR 3.0B
Pitch Price
EUR 68.80
Price Target
135.00 (+105%)
Dividend
3.92%
EV/EBITDA
8.59
P/E
N/A
EV/Sales
1.66
Sector
Ground Transportation
Category
value
SIXT - Hidden Value in Germany
SIX2.DE: Mispriced premium car rental vs commodity peers. 11x P/E despite 10% margins, €4.25B revenue. 80% EU fleet protected by buyback agreements. US expansion (0% to 30% revenue since 2011) targeting 20% CAGR. Variable 70% costs provide recession protection. SIXT+ subscription creates sticky revenue. Target €135 (15x historical P/E) by 2028, 4% dividend. Risk: no moat, price-sensitive customers.
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