Added to YB: 2025-02-19
Pitch date: 2025-02-17
RCO.PA [bullish]
Rémy Cointreau SA
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
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits.
Market Cap
EUR 2.0B
Pitch Price
N/A
Price Target
55.70
Dividend
3.98%
EV/EBITDA
12.01
P/E
21.31
EV/Sales
2.83
Sector
Beverages
Category
value
Follow up on $RCO.PA
RCO.PA: Cognac specialist at 50€, ~50% below intrinsic value. China tariffs & US demand fears overblown. Strong brand, 70% GM. Balance sheet: 5.4B€ inventory (at market) vs 2.5B€ market cap. Normalized earnings ~191M€. Growth potential from excess inventory & future demand.
Read full article (7 min)