Added to YB: 2025-12-18
Pitch date: 2025-12-16
MF.PA [neutral]
Wendel
+6.15%
current return
Author Info
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Company Info
Wendel is a private equity firm specializing in equity financing in middle markets and later stages through leveraged buy-out and transactions and acquisitions.
Market Cap
EUR 3.7B
Pitch Price
EUR 77.72
Price Target
N/A
Dividend
3.46%
EV/EBITDA
7.48
P/E
-20.53
EV/Sales
1.14
Sector
Financial Services
Category
special_situation
Wendel (MF France): a strategic reset towards asset management as the holding model winds down
MF.PA (update): Strategic pivot from holding co to asset mgr by 2030. Plans €7B cash generation: €1B from WIM dividends, €6B from selling entire proprietary portfolio (Bureau Veritas, Stahl, CPI). Targets 3x WIM value to €4.5B via new funds & M&A. €300M buyback in 2026 (9% of capital).
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