Added to YB: 2026-06-01
Pitch date: 2026-05-28
RACE [neutral]
Ferrari N.V.
Author Info
Company Info
Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide.
Market Cap
EUR 51.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.23%
EV/EBITDA
21.58
P/E
32.67
EV/Sales
7.34
Sector
Automobiles
Category
N/A
What have you done, Ferrari?
RACE (overview): Ferrari unveiled Luce, its first EV—€500k+, 1,000+ hp, 5-seat liftback, 500km range, late-2026 delivery. Stock fell 7-8% on 'un-Ferrari' design. Key risk: brand dilution as EVs erode scarcity/sound/emotion that justify premium multiples (Hermès-on-wheels vs forced electrifier). Demanding valuation normalizing; potential opportunity if overpunished forces course correction. Full analysis pending.
Read full article (8 min)