Added to YB: 2024-06-27
Pitch date: 2024-06-26
STF.PA [bullish]
STEF SA
Author Info
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Company Info
STEF SA provides temperature-controlled road transport and logistics services for agri-food industry, and out-of-home foodservices.
Market Cap
EUR 1.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.26
P/E
17.06
EV/Sales
0.62
Sector
Ground Transportation
Category
value
STEF S.A. (ISIN FR0000064271) - An 'Ice Cold' Quality Compounder at a 'bonkers bargain' price
STEF SA: French temp-controlled food logistics leader, 8x P/E. 12% CAGR in book value, earnings, dividends over 22yrs. 73% insider ownership. Pros: essential infrastructure, non-cyclical, EU market leader. Cons: capital intensive, French political risks. 5% portfolio allocation at €116.50/share. Upside potential with limited downside.
Read full article (3 min)