Professional
Added to YB: 2026-08-28
Pitch date: 2026-08-26
DOC.VI [neutral]
DO & CO Aktiengesellschaft
-1.43%
current return
Author Info
Mr. Market Miscalculates (mostly) shares overlooked or misunderstood small/mid-cap European companies. Sign up for the newsletter.
Company Info
DO & CO Aktiengesellschaft provides catering services in Austria, Turkey, Great Britain, the United States, Spain, Germany, and internationally.
Market Cap
EUR 2.3B
Pitch Price
EUR 209.50
Price Target
270.00 (+31%)
Dividend
1.20%
EV/EBITDA
7.63
P/E
20.84
EV/Sales
0.95
Sector
Commercial Services and Supplies
Category
growth
DO & CO Aktiengesellschaft - $DOC.VI
DOC.VI (monitor): DO & CO remains a high-quality premium caterer, but the preferred entry is during a temporary disruption to airline traffic rather than after a roughly sevenfold post-Covid rally. FY2027 estimates imply 6.5x EV/EBITDA and a 6.6% FCF yield, with valuation upside to €270 if recent margins persist. Key issues are airline cyclicality and the cost and margin profile of expansion into US stadium hospitality.
Read full article (15 min)