Professional
Added to YB: 2022-08-11
Pitch date: 2022-08-11
APR.WA [bullish]
Auto Partner SA
+27.66%
current return
Author Info
Sohra Peak is a NY-based fund focused on undervalued small-caps with long-term potential. Follow the founder on Twitter.
Company Info
Auto Partner SA imports and distributes parts for passenger cars, delivery vans, and motorcycles in Poland.
Market Cap
PLN 2.2B
Pitch Price
PLN 12.91
Price Target
N/A
Dividend
0.89%
EV/EBITDA
7.66
P/E
10.66
EV/Sales
0.61
Sector
Specialty Retail
Category
growth
Sohra Peak Holding - Auto Partner SA ($APR.WA)
APR.WA: Auto Partner SA is Poland's #2 aftermarket auto parts distributor, growing sales 26% and net income 30% CAGR since 2013 while earning double-digit ROIC. Trades at 8x P/E. Competitive advantages: 250K SKU catalog, fast delivery, low prices. Growth via doubling domestic branches, expanding in Europe's $260B market, adding tire sales. Normalized FCF yield of 10% today, 25% in 4-5 years. Ukraine resolution a key catalyst for Polish equities.
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