Added to YB: 2024-09-27
Pitch date: 2024-09-25
PAH3.DE [bullish]
Porsche Automobil Holding SE
-1.36%
current return
Author Info
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Company Info
Porsche Automobil Holding SE, through its subsidiaries, operates as an automobile manufacturer worldwide.
Market Cap
EUR 12.2B
Pitch Price
EUR 41.08
Price Target
N/A
Dividend
6.42%
Sector
Automobiles
Category
value
VW AG (VOW3) and Porsche SE (PAH3): NAV Discounts That You Can Eat
PAH3.DE: 34% discount on VW/Porsche AG. 13% div yield. VW: 10% div yield, 12% CAGR since '05. €160B brand portfolio vs €47B mkt cap. Mgmt cutting costs. Risks: China competition, EV transition. Porsche SE: €5.50/sh div income, €2.56 payout. Debt paydown, small tech investments. Patient play on dividends, brand value.
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