Added to YB: 2024-07-03
Pitch date: 2024-03-31
STLA [bullish]
Stellantis N.V.
-70.45%
current return
Author Info
No bio for this author
Company Info
Stellantis N.V. engages in the designing, engineering, manufacturing, distribution, and sale of automobiles and light commercial vehicles, engines, transmission systems, and mobility services worldwide.
Market Cap
EUR 19.1B
Pitch Price
EUR 25.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.22
P/E
-0.85
EV/Sales
0.24
Sector
Automobiles
Category
value
Ariel Investments International Developed Markets New Position: Stellantis N.V.
STLA: Strong Q earnings, merger synergies lowering costs & boosting FCF. Increased dividends & buybacks. Growing avg transaction price. Expect double-digit op margin, expansion in ME/SA. Leapmotor JV leverages Chinese OEMs. Well-positioned in EV slowdown. Aims for #1 in commercial vehicles by 2027 (high stickiness, profit, recurring revenue).
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