Added to YB: 2024-02-19
Pitch date: 2024-02-19
SL.MI [bullish]
Sanlorenzo S.p.A.
-25.03%
current return
Author Info
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Company Info
Sanlorenzo S.p.A. designs, builds, and sells boats and pleasure boats in Italy, rest of Europe, the Asia-Pacific, the United States, the Middle East, and internationally.
Market Cap
EUR 1.1B
Pitch Price
EUR 39.75
Price Target
N/A
Dividend
3.29%
EV/EBITDA
6.62
P/E
10.12
EV/Sales
1.11
Sector
Leisure Products
Category
growth
Sanlorzenzo ($SL.MI) - Growth, margins, and a 10.5x EV/NOPAT
SL.MI: Sanlorenzo luxury boats - high single digit rev growth, 60%+ op ROIC, expanding adjacent markets & refit. Trades 10.3x 1yr fwd EV/NOPAT - cheap vs LVMH comps. Long runway for double digit growth, clean BS. Outperformed for decade with 30%+ ROIC.
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