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Added to YB: 2024-02-05

Pitch date: 2024-02-05

MONC.MI [bullish]

Moncler S.p.A.

-4.49%

current return

Author Info

Company Info

Moncler S.p.A., together with its subsidiaries, engages in the production and distribution of garments, children's clothing, footwear, eyewear and other related accessories under the under the Moncler and Stone Island brands in Italy, rest of Europe, Asia, the Middle East, Africa, and the United States.

Market Cap

EUR 14.2B

Pitch Price

EUR 55.66

Price Target

109.70 (+106%)

Dividend

2.50%

EV/EBITDA

13.36

P/E

N/A

EV/Sales

4.41

Sector

Textiles, Apparel and Luxury Goods

Category

growth

Show full summary:
Moncler S.p.A. Investment Thesis

$MONC.MI Luxury winter wear co. w/ strong margins & pricing power expanding in Asia/NA. Stable financials, CEO has 23% stake. Projects mid-teens FCF growth, 13-14% annualized return w/ €26.60 PT w/o multiple expansion or buybacks despite sector slowdown.

Read full article (2 min)