Added to YB: 2025-06-10
Pitch date: 2025-06-08
GTT.PA [bullish]
Gaztransport & Technigaz SA
-1.22%
current return
Author Info
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Company Info
Gaztransport & Technigaz SA, a technology and engineering company, provides cryogenic membrane containment systems for the maritime transportation and storage of liquefied gas and liquefied natural gas (LNG) in South Korea, China, Russia, and internationally.
Market Cap
EUR 6.1B
Pitch Price
EUR 159.85
Price Target
N/A
Dividend
4.63%
Sector
Oil, Gas and Consumable Fuels
Category
value
Europe's best deal right now? My stock buy of the week - Gaztransport & Technigaz SA
GTT.PA: Dominant LNG containment maker (80-90% mkt share) with exceptional financials: 93% ROIC, 47% ROA, 96% gross margin, 47% FCF, no debt. Trading at 18x trailing/15x forward PE vs peers at 26-50x. Strong moat via patents, high barriers & customer stickiness. Concerns: already up 25% YTD, cyclical industry in upcycle.
Read full article (3 min)