Professional
Added to YB: 2025-10-09
Pitch date: 2025-09-30
EXO.AS [neutral]
Exor N.V.
-13.74%
current return
Author Info
No bio for this author
Company Info
Exor N.V. engages in the automotive, agriculture and construction, sports car, commercial vehicle, and powertrain businesses worldwide.
Market Cap
EUR 18.1B
Pitch Price
EUR 83.35
Price Target
108.00 (+50%)
Dividend
0.56%
EV/EBITDA
N/A
P/E
-28.39
EV/Sales
-66.68
Sector
Financial Services
Category
value
East72 Dynasty Trust Portfolio Holding: Exor N.V.
EXO.AS (holding update): Agnelli family holding w/ 17.1% NAV CAGR over 16.5yrs, trading at 53% discount despite €2.5B buybacks. Major stakes: Ferrari (38% assets), Stellantis, CNH face cycle headwinds. Unlisted gems include Lingotto funds (+stellar track record), bioMérieux exposure, Welltec oil services. Conservative NAV €148 suggests 30% upside to €108 target vs €83 current price.
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