Added to YB: 2024-07-24
Pitch date: 2024-07-23
P911.DE [neutral]
Dr. Ing. h.c. F. Porsche AG
-29.38%
current return
Author Info
No bio for this author
Company Info
Dr. Ing. h.c. F. Porsche AG engages in automotive and financial services business in Germany, rest of Europe, North America, China, and internationally.
Market Cap
EUR 41.3B
Pitch Price
EUR 65.56
Price Target
N/A
Dividend
5.09%
EV/EBITDA
9.29
P/E
N/A
EV/Sales
1.18
Sector
Automobiles
Category
growth
Porsche Exploratory Report
Porsche (P911.DE): Premium sports car maker w/ strong brand. 320k units sold in 2023, 18% op margin. Balanced between luxury (Ferrari) & premium (BMW). Strong 911 heritage supports SUV/sedan sales. 1.3x inventory value capture vs Ferrari's 2.0x. Risks: Brand dilution, EV transition, China slowdown. Unique positioning between volume & exclusivity.
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