Added to YB: 2026-09-17
Pitch date: 2026-09-15
TNIE.F [bullish]
tonies SE
Author Info
No bio for this author
Company Info
tonies SE, through its subsidiaries, develops, produces, and distributes digital, cloud based, and interactive audio platform and entertainment system for children in Germany, the United States, the United Kingdom, France, and internationally.
Market Cap
EUR 1.3B
Pitch Price
N/A
Price Target
22.68
Dividend
N/A
EV/EBITDA
33.59
P/E
-99.25
EV/Sales
1.94
Sector
Leisure Products
Category
growth
Outside the Box - tonies SE
TNIE.F: Tonies’ expanding licensed-content ecosystem and proven U.S. adoption support durable figurine purchases and substantial operating leverage as international markets mature. At 1.94x EV/sales, achieving 18–20% EBITDA margins in four to five years would imply 9.7–10.8x EV/EBITDA on that profile; revenue at least doubling could drive the shares to more than double. The downside lacks asset or free-cash-flow support if growth, margins or Toniebox durability disappoint.
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