Added to YB: 2026-07-08
Pitch date: 2026-07-05
AG1.F [neutral]
AUTO1 Group SE
-0.31%
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, Spain, Italy, and internationally.
Market Cap
EUR 5.6B
Pitch Price
EUR 25.40
Price Target
34.00 (+32%)
Dividend
N/A
EV/EBITDA
38.38
P/E
N/A
EV/Sales
0.77
Sector
Specialty Retail
Category
growth
Auto1: The Amazon of Used Cars?
AG1.F (watchlist): Dominant European online used-car platform, C2B model, asset-heavy moat, 3% of fragmented €700B market (targets 10%). 840k cars/yr (+22% YoY). Wholesale ~€1k GPU/11-12% margin, Autohero retail ~€2,600/15%. Founder-led, 12.5% insider, CEO incentive €75 by 2030 (~4x). Turned profit but -€450M OCF on inventory/loan book buildup. Base case €34 FV, 12% IRR; bear €3-4. Passing—needs bigger margin of safety, on radar.
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