Added to YB: 2026-08-12
Pitch date: 2026-08-09
EXO.AS [bullish]
Exor N.V.
+0.35%
current return
Author Info
No bio for this author
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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
N/A
Pitch Price
EUR 70.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Financial Services
Category
value
Show full summary:
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)