Added to YB: 2022-07-26
Pitch date: 2022-07-26
VACN.SW [bullish]
VAT Group AG
+59.97%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
VAT Group AG, together with its subsidiaries, develops, manufactures, and sells vacuum and gas inlet valves, multi-valve modules, motion components, and edge-welded metal bellows.
Market Cap
CHF 10.1B
Pitch Price
CHF 244.37
Price Target
N/A
Dividend
1.85%
EV/EBITDA
32.78
P/E
45.44
EV/Sales
9.90
Sector
Machinery
Category
growth
VAT Group - Hidden Vacuum Valve Monopoly At The Right Price
VACN.SW: Global vacuum valve leader (58% share) - high margins (61% gross, 34% EBITDA), ROIC (25%) & FCF (22% margin). Mission-critical for semiconductors, benefiting from AI/cloud. Low cyclicality risk from strong OEM relationships, growing service rev (20%). Trades at historical lows (22x EBITDA) despite stellar metrics. Risks: Supply chain, input costs, customer concentration.
Read full article (28 min)