Professional
Added to YB: 2025-02-06
Pitch date: 2025-02-06
FILA.MI [bullish]
F.I.L.A. - Fabbrica Italiana Lapis ed Affini S.p.A.
-0.57%
current return
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
F.I.L.A. - Fabbrica Italiana Lapis ed Affini S.p.A. produces and markets colouring, designing, modelling, writing, and painting objects worldwide.
Market Cap
EUR 486.5M
Pitch Price
EUR 10.56
Price Target
21.00 (+100%)
Dividend
1.25%
Sector
Commercial Services and Supplies
Category
value
Smoak Capital Portfolio Holding: F.I.L.A.
FILA.MI: Italian art/school supplies co. w/ iconic brands (Dixon Ticonderoga, Canson). DOMS IPO undervalued; stake worth €9/sh vs €9.50 stock price. Core ops at 3.2x P/EBITDA, 5-6x 2025 FCF est. 50%+ N. America sales. Debt-free by 2027. 20-40% payout. 100%+ upside potential. Catalysts: 2025 financials, DOMS growth.
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