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[TWITTER] ToffCap

Added to YB: 2025-05-22

Pitch date: 2025-05-20

IVG.MI [neutral]

Iveco Group N.V.

+12.89%

current return

Author Info

ToffCap are full-time fund managers finding undervalued opportunities and a reason why the price should (start to) move in the right direction. Sign up for their newsletter.

Company Info

Iveco Group N.V. engages in the design, production, marketing, sale, servicing, and financing of trucks, commercial vehicles, buses and specialty vehicles, combustion engines, alternative propulsion systems, transmissions, axles, engines, alternative propulsion systems, construction equipment, marine, and power generation applications in Europe, South America, North America, and internationally.

Market Cap

EUR 4.4B

Pitch Price

EUR 16.57

Price Target

N/A

Dividend

1.98%

EV/EBITDA

6.83

P/E

10.35

EV/Sales

0.51

Sector

Machinery

Category

special_situation

Show full summary:
Iveco Group Moves Toward Defence Unit Spin-Off or Sale

IVG.MI (quick overview): Iveco planning Defence business spin-off, also received interest from strategic buyers. Defence segment growing faster with higher margins than rest of business. European defence sector commands premium valuations while Iveco trades at just 8.5x forward PE. Spin/sale should unlock value.

Read full article (1 min)