Added to YB: 2025-10-06
Pitch date: 2025-10-02
LUXE [bullish]
LuxExperience B.V.
+0.25%
current return
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
LuxExperience B.V., through its subsidiary, operates an online shopping platform in Germany, the United States, rest of Europe, and internationally.
Market Cap
$926.6M
Pitch Price
$7.88
Price Target
18.00 (+128%)
Dividend
N/A
EV/EBITDA
0.84
P/E
1.23
EV/Sales
0.43
Sector
Specialty Retail
Category
turnaround
LUXE: A Billion-Dollar Luxury Platform Hiding in Plain Sight
LUXE: Trading at $7.70 despite strong Mytheresa print. EUR 680m EV after cash/restructuring costs. Mytheresa alone at 11x EBITDA (EUR 1B sales, 6% margins). Combined with NAP/MRP targeting EUR 2.4B sales at 8% margins = EUR 200m EBITDA by year 3. At 10x multiple + cash = $18/share target vs <$8 today.
Read full article (2 min)