Added to YB: 2025-06-03
Pitch date: 2025-06-02
PHG [neutral]
Koninklijke Philips N.V.
+31.98%
current return
Author Info
Company Info
Koninklijke Philips N.V. operates as a health technology company in North America, the Greater China, and internationally.
Market Cap
EUR 24.9B
Pitch Price
EUR 19.89
Price Target
N/A
Dividend
3.24%
EV/EBITDA
11.91
P/E
28.18
EV/Sales
1.70
Sector
Health Care Equipment and Supplies
Category
N/A
Nicoper’s Notes Portfolio Updates - May 2025: Philips
PHG sold position: COVID-era value play in healthcare tech transforming from appliance maker. Respironics recall created uncertainty but deep undervaluation. Re-entered near multidecade low with stock/calls. Lawsuit costs mostly known, new restructuring, Exor invested. Exiting due to unpredictable management & uncertain valuation despite profit.
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