Added to YB: 2024-12-30
Pitch date: 2024-12-27
MMK.VI [bullish]
Mayr-Melnhof Karton AG
+9.26%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Mayr-Melnhof Karton AG manufactures and sells cartonboard and folding cartons in Germany, Austria, and internationally.
Market Cap
EUR 1.6B
Pitch Price
EUR 75.69
Price Target
N/A
Dividend
1.86%
EV/EBITDA
8.46
P/E
33.50
EV/Sales
0.74
Sector
Containers and Packaging
Category
turnaround
$MMK.VI - Mayr-Melnhof Karton AG
MMK.VI: Dynasty-owned packaging/paper co. Trading 0.75x BV, 6.6% BV/share CAGR. Global leader in food/premium packaging (42% sales, 66% EBITDA). Cyclical downturn, margins to recover. Strong balance sheet, negative net debt. 14.4% potential annual return: 8.5% business + 5.9% valuation gap closure. 5% share buyback, insider buying.
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