Added to YB: 2026-03-04
Pitch date: 2026-03-02
AG1.F [bullish]
AUTO1 Group SE
-0.82%
current return
Author Info
No bio for this author
Company Info
AUTO1 Group SE, a technology company, operates a digital automotive platform for buying and selling used cars online in Germany, France, Italy, and internationally.
Market Cap
EUR 3.8B
Pitch Price
EUR 15.80
Price Target
30.50 (+95%)
Dividend
N/A
EV/EBITDA
27.40
P/E
N/A
EV/Sales
0.60
Sector
Specialty Retail
Category
growth
Auto1 Group SE: Europe’s Digital Used-Car Leader - Profitable, Scalable, and Arguably Mispriced in 2026
AG1.F: Euro used-car platform w/ 54.4K+ dealer partners + B2C retail. FY25: rev +30.3%, units +22.1%, GPU expansion (Autohero €2,632 +13.6% YoY). 2026 guide: units +15.2%, GP +16.1%, adj EBITDA +32.9%. AI pricing on 5.5M transactions, 60% cross-border sales, 41d inventory turn. Captive finance 7% NIM, 17% attach (target 50%). Clean balance sheet, €628M cash, 0% goodwill. Trading 11.8x 2026e EV/EBITDA, 0.38x EV/sales vs 32.7 Rule of 40. Fair value €30.50, +81.5% upside. 3.1% mkt share today, targeting 10%.
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