Professional
Added to YB: 2024-07-18
Pitch date: 2024-07-04
LIFCO-B.ST [bullish]
Lifco AB (publ)
+17.91%
current return
Author Info
No bio for this author
Company Info
Lifco AB (publ) engages in the dental, demolition and tools, and systems solutions businesses in Sweden, Norway, Germany, rest of Europe, the United Kingdom, Asia, Australia, Italy, North America, and internationally.
Market Cap
SEK 150.2B
Pitch Price
SEK 296.83
Price Target
N/A
Dividend
0.64%
EV/EBITDA
24.48
P/E
46.44
EV/Sales
6.26
Sector
Industrial Conglomerates
Category
growth
REQ Capital Portfolio Holding: Lifco
LIFCO-B.ST: Swedish conglomerate, $11B mkt cap, $2.5B rev, 23% EBITA margin. 25% FCF/share CAGR, 14x return since 2014 IPO. Highly decentralized, 3 divisions: Dental, Demolition & Tools, System Solutions. Acquisition-driven growth, 20%+ ROIC. Strong cash flow (100%+ FCF/NI), 60% of mkt cap paid as dividends since IPO. Risks: CEO change, acquisition execution.
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