Added to YB: 2025-02-26
Pitch date: 2025-01-09
BNTGY [bullish]
Brenntag SE
+4.14%
current return
Author Info
No bio for this author
Company Info
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally.
Market Cap
EUR 7.1B
Pitch Price
EUR 11.35
Price Target
90.00 (+661%)
Dividend
4.27%
EV/EBITDA
7.88
P/E
17.02
EV/Sales
0.62
Sector
Trading Companies and Distributors
Category
turnaround
Brenntag SE - $BNTGY
BNTGY: Global chemical distributor leader. Trades at 7x 2025 EBITDA vs 10x+ historical. New CEO in 2025, focus on cost efficiency. €300M cost savings by 2026. Cyclical recovery expected. Base case: €90 PT (50%+ upside), 20%+ IRR. Bearish case: Limited downside at current valuation. 4% dividend yield.
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