Added to YB: 2026-02-23
Pitch date: 2025-12-07
LAND.SW [bullish]
Landis+Gyr Group AG
+1.88%
current return
Author Info
No bio for this author
Company Info
Landis+Gyr Group AG, together with its subsidiaries, provides integrated energy management solutions to utility sector in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
CHF 2.0B
Pitch Price
CHF 53.10
Price Target
83.00 (+52%)
Dividend
2.11%
EV/EBITDA
16.14
P/E
-14.98
EV/Sales
1.41
Sector
Electronic Equipment, Instruments and Components
Category
value
Landis+Gyr Group AG - $LAND.SW
LAND.SW: Smart meter provider in US duopoly w/ Itron serving electric utilities. 77% AMI penetration driving 15-20yr replacement cycle starting now. Trading 10.1x FY26E EBITDA vs peer Itron 12x (weakening) & Hubbell 15x. Catalysts: US listing by 2H26, $175M EMEA sale buyback Q2 26, 1.9x book-to-bill vs Itron <1x suggests share gains. Target CHF 83 (57% upside) at 15x EBITDA.
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