Added to YB: 2024-02-06
Pitch date: 2024-02-06
LIFCO-B.ST [bullish]
Lifco AB (publ)
+35.63%
current return
Author Info
No bio for this author
Company Info
Lifco AB (publ) engages in the dental, demolition and tools, and systems solutions businesses in Sweden, Norway, Germany, rest of Europe, the United Kingdom, Asia, Australia, Italy, North America, and internationally.
Market Cap
SEK 150.2B
Pitch Price
SEK 258.05
Price Target
N/A
Dividend
0.64%
EV/EBITDA
24.48
P/E
46.44
EV/Sales
6.26
Sector
Industrial Conglomerates
Category
value
Lifco's M&A strategy outperforms peers
$LIFCO-B.ST: Low M&A multiples due to strong margin expansion pre-acquisition; Co. buys at peak margins vs. historical avg. Expect normalization to 8-9x EBITA by '26 as margin growth slows <50bps/yr. Put-call debt revaluations also signal outperformance vs initial expectations.
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