Added to YB: 2025-06-23
Pitch date: 2025-06-19
FRVIA.PA [bullish]
Forvia SE
+35.52%
current return
Author Info
Duck Pond Value Research is seeking tranquil ponds with a value philosophy. Margin of safety is not just a mantra. Follow us for investment theses, sector reports, or our economic perspectives. Sometimes ponds can be moats. Sign up for the newsletter.
Company Info
Forvia SE, together with its subsidiaries, manufactures and sells automotive technology solutions in France, Germany, other European countries, the Americas, Asia, and internationally.
Market Cap
EUR 1.6B
Pitch Price
EUR 8.13
Price Target
17.00 (+54%)
Dividend
N/A
Sector
Automobile Components
Category
value
Forvia, a market paradox.
FRVIA.PA: Auto parts giant at historic lows. Market ignores 7th largest supplier, values core biz at 0 despite 82% of Hella worth more than Forvia itself. EU-FORWARD cutting 5600 jobs (4%) for €500M savings by 2026. +20% IRR potential in 4yr base case reaching €17/sh (2x). Diversified portfolio, debt manageable with no maturities until 2027.
Read full article (10 min)