Professional
Added to YB: 2025-02-05
Pitch date: 2025-01-28
GLE.PA [bullish]
Société Générale Société anonyme
+35.66%
current return
Author Info
Gator Capital Management manages financials sector long/short portfolios for private partnerships and mutual funds. Follow on Twitter/X.
Company Info
Société Générale Société anonyme provides banking and financial services to individuals, corporates, and institutional clients in Europe and internationally.
Market Cap
EUR 24.4B
Pitch Price
EUR 30.51
Price Target
N/A
Dividend
2.95%
Sector
Banks
Category
value
Gator Capital Management New Position: Société Générale
GLE.PA: Trades at 45% TBV, 4.2x 2026E EPS. New CEO focuses on shareholder returns via divestitures, cost-cutting, fee revenue. BoursoBank growth potential. Less volatile trading. Selling foreign subs. French retail improving. Listed subs = 40% mkt cap. Cost-cutting opportunity. Expect higher ROE targets, buybacks in 2025. Potential catch-up to EU bank peers (+55% vs -4% 3yr).
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