Added to YB: 2024-07-01
Pitch date: 2024-06-30
TRI.PA [bullish]
Trigano S.A.
+56.27%
current return
Author Info
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Company Info
Trigano S.A., together with its subsidiaries, designs, manufactures, markets, and sells leisure vehicles for individuals and professionals in Europe.
Market Cap
EUR 2.9B
Pitch Price
EUR 109.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.35
P/E
11.91
EV/Sales
0.70
Sector
Automobiles
Category
value
Several Foreign Companies - Trigano S.A.
Trigano (TRI.PA): European RV leader, 16.5% rev CAGR 2014-23. P/E 7.4x, low vs. history. Strong demand, supply constraints. 74% rev from motorhomes (48.4k units 2023). Opportunities: distribution consolidation, parts/accessories for 6M EU RVs. Risks: limited M&A, antitrust. Key markets: France, Germany, UK. Cheaper than US peer Thor Industries (P/E 20x).
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