Added to YB: 2026-09-09
Pitch date: 2026-09-06
EXO.AS [bullish]
Exor N.V.
-1.9%
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 14.9B
Pitch Price
EUR 73.80
Price Target
164.40 (+127%)
Dividend
0.66%
EV/EBITDA
N/A
P/E
-4.00
EV/Sales
-4.90
Sector
Financial Services
Category
value
Top 5 European Stocks, September 2026: My Highest-Conviction Picks - Exor, buying Ferrari at a 56% discount, with everything else thrown in
EXO.AS: Exor offers Ferrari exposure plus a broad portfolio at €72.90 versus audited FY2025 NAV of €164.40, a 56% discount treated as margin of safety rather than a closure catalyst. Ferrari represents roughly 40% of gross asset value, while long-term NAV compounding, disciplined disposals and below-NAV buybacks support the case; concentrated family control, industrial cyclicality and two years of underperformance are material risks.
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