Added to YB: 2025-12-18
Pitch date: 2025-11-09
BNR.DE [bullish]
Brenntag SE
+6.16%
current return
Author Info
No bio for this author
Company Info
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally.
Market Cap
EUR 7.2B
Pitch Price
EUR 46.88
Price Target
75.00 (+51%)
Dividend
4.22%
EV/EBITDA
8.57
P/E
17.18
EV/Sales
0.63
Sector
Trading Companies and Distributors
Category
turnaround
Brenntag stock: A contrarian buying opportunity at the world's leading chemical distributor
BNR.DE: World's largest chemical distributor trading at 10x P/E vs 16x historical avg during chemical industry's worst crisis since WWII. Activist investors pushing for breakup of higher-margin Specialties from commodities business. 4.5% dividend yield, solid fundamentals despite weak organic growth. Fair value €75 target (+60% upside) if industry recovers.
Read full article (21 min)