Added to YB: 2024-07-17
Pitch date: 2024-07-16
KSB.F [bullish]
KSB SE & Co. KGaA
+49.54%
current return
Author Info
Bos Invest is a Dutch investor using fundamental analysis and a total return approach. Sign up for their newsletter.
Company Info
KSB SE & Co. KGaA, together with its subsidiaries, manufactures and supplies pumps, valves, and related services worldwide.
Market Cap
EUR 1.3B
Pitch Price
EUR 658.67
Price Target
N/A
Dividend
3.68%
EV/EBITDA
3.57
P/E
10.68
EV/Sales
0.41
Sector
Machinery
Category
growth
New position in KSB: Pumps & Valves a cheap company in an attractive industry
KSB.F: German pump maker, 7.4x P/E, strong balance sheet (€340M cash, no debt). Global reach, strong in water/industrial/energy. Improving margins (7.9% to 10% by 2030). 16% est. annual return (12% growth + 4% dividend). 67% of market cap in Indian subsidiary. Q1 2024 shows continued growth & margin expansion.
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