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Added to YB: 2024-08-05

Pitch date: 2024-08-02

APR.WA [bullish]

Auto Partner SA

-21.49%

current return

Author Info

Company Info

Auto Partner SA imports and distributes parts for passenger cars, delivery vans, and motorcycles in Poland.

Market Cap

PLN 2.2B

Pitch Price

PLN 20.99

Price Target

N/A

Dividend

0.89%

EV/EBITDA

7.66

P/E

10.66

EV/Sales

0.61

Sector

Specialty Retail

Category

growth

Show full summary:
Asheville Capital New Position: Auto Partner SA

APR.WA: Polish auto parts distributor, $1B rev, taking share in $150B Euro market (90% mom&pop). High-teens rev growth, expanding margins. 7% earnings yield. 10x EPS growth in 8 yrs. Founder-led (44% stake). Similar to AutoZone/O'Reilly/LKQ. High barriers, trusted brand. Long-term growth opportunity in fragmented market.

Read full article (2 min)