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Added to YB: 2026-07-28

Pitch date: 2026-07-24

GSJ.MC [neutral]

Grupo Empresarial San José, S.A.

-3.41%

current return

Author Info

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Company Info

Grupo Empresarial San José, S.A., together with its subsidiaries, engages in construction business in Spain and internationally.

Market Cap

EUR 528.7M

Pitch Price

EUR 8.20

Price Target

N/A

Dividend

2.21%

EV/EBITDA

0.67

P/E

12.70

EV/Sales

0.03

Sector

Construction and Engineering

Category

value

Show full summary:
Grupo San José: 1x EV/EBITDA, Double-Digit Growth, and Hidden Assets Worth as Much as Its Market Cap

GSJ.MC (holding update): Spanish construction co at 1-2x EV/EBITDA, 13x PE giving zero value to net cash (~entire mkt cap) & hidden assets. LDD EBITDA growth 10yrs, backlog >2yrs revenue converting into DD growth in 2026. 10% stake in major EU resi project worth ~half mkt cap + LatAm land optionality. Undercovered (1 lazy analyst). Author +40%, sees more upside.

Read full article (2 min)