Professional
Added to YB: 2024-06-25
Pitch date: 2024-03-31
AM.PA [bullish]
Dassault Aviation société anonyme
+37.57%
current return
Author Info
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Company Info
Dassault Aviation société anonyme designs and manufactures military aircraft, business jets, and space systems in France, the United States, and internationally.
Market Cap
EUR 23.8B
Pitch Price
EUR 197.86
Price Target
N/A
Dividend
1.55%
EV/EBITDA
13.86
P/E
30.41
EV/Sales
2.14
Sector
Aerospace and Defense
Category
value
Rodrigo Benedetti Portfolio Holding: Dassault Aviation société anonyme
Dassault Aviation (AM.PA): Rafale fighter producer, only non-US/Russian 5th gen aircraft. Growing order book, no near-term competitors. Trades ~16x normalized FCF ex-Thales stake. 3% share count reduction expected this year via buybacks. Strong defense play with unique market position.
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