Added to YB: 2025-02-10
Pitch date: 2025-02-06
LOTB.BR [neutral]
Lotus Bakeries NV
-20.06%
current return
Author Info
Waver has been an investor for 15 years and is the author of the book Investing with Eagles. He invests only in a few quality companies with high moats. Focusing on strong fundamentals, growth prospects and price. Sign up for the newsletter.
Company Info
Lotus Bakeries NV, together with its subsidiaries, provides various snack products in Belgium and internationally.
Market Cap
EUR 7.7B
Pitch Price
EUR 9.4K
Price Target
5.0K (-33%)
Dividend
0.80%
EV/EBITDA
33.82
P/E
50.52
EV/Sales
6.40
Sector
Food Products
Category
value
Lotus Bakeries: A Deep Dive into the Global Snack Food Giant
LOTB.BR (overvalued): Iconic Biscoff maker with 15% 10yr EPS CAGR. 3 segments: Biscoff (20% growth), Natural Foods (25%), Local Heroes (15%). €1B revenue, 17% YoY. Strong brand, global reach. Overpriced at 58x PE, 2.46% FCF yield. Fair value ~€5000 (20x PE). Watch for better entry.
Read full article (10 min)