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Added to YB: 2024-05-31

Pitch date: 2024-05-23

GCO.MC [neutral]

Grupo Catalana Occidente, S.A.

+35.65%

current return

Author Info

No bio for this author

Company Info

Grupo Catalana Occidente, S.A., together with its subsidiaries, provides insurance products and services worldwide.

Market Cap

EUR 5.7B

Pitch Price

EUR 36.38

Price Target

N/A

Dividend

2.50%

EV/EBITDA

12.32

P/E

9.03

EV/Sales

1.23

Sector

Insurance

Category

special_situation

Show full summary:
Horos Asset Management Portfolio Holding: Grupo Catalana Occidente, S.A.

GCO.MC: Spanish insurer thriving in auto despite peers' losses. Mémora acquisition synergies, early retirement cost savings, and growing excess capital. Stagnant share price despite strong fundamentals. Mgmt should decisively unlock value, possibly via €1B+ share buyback or long-awaited corporate deal.

Read full article (1 min)