Added to YB: 2025-01-24
Pitch date: 2025-01-23
JEN.BR [bullish]
Jensen-Group NV
+29.25%
current return
Author Info
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Company Info
Jensen-Group NV, together with its subsidiaries, designs, produces, and supplies single machines, systems, turnkey solutions, and laundry process automation for the heavy-duty laundry industry.
Market Cap
EUR 535.1M
Pitch Price
EUR 44.88
Price Target
N/A
Dividend
1.72%
EV/EBITDA
7.06
P/E
10.56
EV/Sales
1.13
Sector
Machinery
Category
growth
Jensen-Group (ISIN BE0003858751) - Hidden European Champion at a “Dirt Cheap” price
JEN.BR: World leader in heavy laundry equipment. 2023 surpassed pre-Covid levels, 2024 projecting 10% sales/20% EBIT growth. 11.4% EBIT margin, ROCE >20%. P/E ~10x 2024. Tailwinds: energy efficiency, automation. Family-owned (40%). No hard catalyst, but attractive at current price. 4% position initiated at €42.
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