Added to YB: 2024-06-28
Pitch date: 2024-06-27
APR.WA [bullish]
Auto Partner SA
-31.67%
current return
Author Info
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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 24.12
Price Target
N/A
Dividend
0.89%
EV/EBITDA
7.66
P/E
10.66
EV/Sales
0.61
Sector
Specialty Retail
Category
growth
Show full summary:
Auto Partner Investment Thesis
APR.WA: Polish auto parts distributor, 10% Poland mkt share, 0.5% Europe. 15M parts, 3-5x daily delivery. Founder owns 44%. 10-12x FY24 E, 15-20x FCF. 34% EPS CAGR last 8yrs. 18-25% 5yr EPS growth projected. Risks: EVs, price wars. 15% upside. Comparable to AutoZone/O'Reilly success. Long runway for market share gain & capital-efficient growth.
Read full article (11 min)