Added to YB: 2025-02-10
Pitch date: 2025-02-07
DBG.PA [bullish]
Derichebourg SA
+30.35%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Derichebourg SA provides environmental services to businesses, and local and municipal authorities. The company engages in the collection, management and reuse of end-of-life capital and consumer goods, production, and industrial waste; and waste collection, urban cleaning, waste collection center management, water management.
Market Cap
EUR 1.1B
Pitch Price
EUR 5.37
Price Target
N/A
Dividend
1.83%
EV/EBITDA
6.18
P/E
N/A
EV/Sales
0.54
Sector
Commercial Services and Supplies
Category
value
$DBG.PA - Waste management / recycling company entrenched for the long run
DBG.PA: Family-owned recycling & waste mgmt co. 95% recycling (70% ferrous), 5% public services. Cyclical but positive OCF. 3-5% op margin, 10-12% ROE. Key drivers: steel production, Chinese exports. Efficient WC mgmt, manageable debt. Fair value above book value. Long-term waste mgmt theme.
Read full article (4 min)