Added to YB: 2025-01-13
Pitch date: 2025-01-10
SL.MI [bullish]
Sanlorenzo S.p.A.
-6.04%
current return
Author Info
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Company Info
Sanlorenzo S.p.A. designs, builds, and sells boats and pleasure boats in Italy, rest of Europe, the Asia-Pacific, the United States, the Middle East, and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 31.72
Price Target
N/A
Dividend
3.29%
EV/EBITDA
6.62
P/E
10.12
EV/Sales
1.11
Sector
Leisure Products
Category
growth
Stock Deep Dive - Sanlorenzo Group: Luxury Yacht Pioneer
SL.MI: Luxury yacht maker, 18% revenue CAGR since 2018. 57.5% from Yacht, 29.6% Superyacht, 10.3% Bluegame, 2.6% Swan divisions. Moat: customer loyalty, supplier network, exclusivity. 14.5% op margin, strong FCF & ROIC. CEO owns 54%. Risks: brand sustenance, small customer base, leadership transition. Attractive at 11x P/E, 3% dividend.
Read full article (7 min)