Added to YB: 2026-07-30
Pitch date: 2026-05-26
FERGR.AS [bullish]
Ferrari Group PLC
-2.17%
current return
Author Info
No bio for this author
Company Info
Ferrari Group PLC provides shipping, integrated logistics, and value-added services for jewelry and precious goods in Europe, Asia, North America, Brazil, and internationally.
Market Cap
EUR 721.3M
Pitch Price
EUR 8.13
Price Target
16.90 (+114%)
Dividend
4.18%
EV/EBITDA
8.27
P/E
14.23
EV/Sales
1.76
Sector
Air Freight and Logistics
Category
value
FERRARI GROUP - $FERGR.AS
FERGR.AS: Luxury logistics leader (jewellery/watches/diamonds), family-owned (71%), 9% share of sticky niche. FY25 rev €359M (+3%), mid-20s EBITDA margins, 30%+ ROIC, net cash, strong FCF. Resilient despite China weakness; Q1 26 UAE +17.5%, NAM/Brazil +30%. ~7x fwd EV/EBITDA; DCF implies €1.5bn cap, ~100% upside. Catalyst: time/patience.
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