Added to YB: 2026-06-04
Pitch date: 2026-06-02
SPG.DE [bullish]
Springer Nature AG & Co. KGaA
-6.52%
current return
Author Info
No bio for this author
Company Info
Springer Nature AG & Co. KGaA, together with its subsidiaries, engages in the publishing business in Germany, the United Kingdom, the United States, and internationally.
Market Cap
EUR 3.9B
Pitch Price
EUR 19.32
Price Target
N/A
Dividend
4.27%
EV/EBITDA
7.02
P/E
10.87
EV/Sales
2.65
Sector
Media
Category
growth
Springer Nature: Not an AI-loser
SPG.DE: Caught in early-2026 AI software sell-off but low disruption risk—core biz is creating/verifying new knowledge, AI accelerates research (~5% vol growth), aids dissemination & integrity. Trades 12x NTM P/E, 4% div yield (50% payout). OA transition gradual, 53% articles OA, 60% rev contracted. BC Partners exit lifts free float, enables buybacks. Holtzbrinck owns ~50%. CFO departing Q4'26 (amicable).
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