Added to YB: 2026-08-12
Pitch date: 2026-08-09
EXO.AS [bullish]
Exor N.V.
+0.78%
current return
Author Info
No bio for this author
Company Info
Exor N.V. engages in the automotive, agriculture and construction, sports car, commercial vehicle, health technology, football and powertrain businesses in the Netherlands and internationally.
Market Cap
EUR 14.3B
Pitch Price
EUR 70.45
Price Target
N/A
Dividend
0.69%
EV/EBITDA
N/A
P/E
-3.82
EV/Sales
-4.71
Sector
Financial Services
Category
value
Exor NV: A Winner, A Loser, and a Hidden Gem
EXO.AS: Holding co at 60% NAV discount (vs 30% historical avg = ~double if closes). Core thesis is 21% Ferrari stake (~=Exor mkt cap). Ferrari Luce sold out thru 2027, 39% EBITDA margins, 38x P/E. Lingotto asset mgmt AUM tripled to $10B. Stellantis -50% YTD. Hold while discount >40%.
Read full article (13 min)