Added to YB: 2024-12-09
Pitch date: 2024-12-08
TFF.PA [bullish]
TFF Group
-35.34%
current return
Author Info
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Company Info
TFF Group, together with its subsidiaries, manufactures and distributes barrels and wood products for the aging of wines and alcohols in France, rest of Europe, the United States, Asia, and internationally.
Market Cap
EUR 520.3M
Pitch Price
EUR 28.61
Price Target
53.65 (+190%)
Dividend
2.50%
EV/EBITDA
8.73
P/E
13.06
EV/Sales
1.84
Sector
Containers and Packaging
Category
value
TFF Group: Undervalued Leader in Wine and Bourbon Barrels with Oligopoly Advantage
TFF.PA: Wine/bourbon barrel maker, 2x revenue in 5 years. Stock 35% off highs, below 2018 levels despite 2x revenue. Oligopoly market leader, 20% EBIT margins. 630M cap, 250M debt. Historically 20x EV/EBIT. 85% upside in 2-3 years at 15x EV/EBIT. Temporary high debt/capex from bourbon expansion.
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