Added to YB: 2026-01-02
Pitch date: 2025-12-26
SCHP.PA [bullish]
Séché Environnement SA
+3.23%
current return
Author Info
No bio for this author
Company Info
Séché Environnement SA engages in the management, recovery, and treatment of waste products for industrial and corporate customers, and local authorities in France and internationally.
Market Cap
EUR 552.1M
Pitch Price
EUR 71.10
Price Target
310.00 (+328%)
Dividend
1.69%
EV/EBITDA
6.75
P/E
12.68
EV/Sales
1.25
Sector
Commercial Services and Supplies
Category
value
From ‘Boring Waste’ to Cash-Gushing Infrastructure: A Deeply Asymmetric Setup - Séché Environnement SA
SCHP.PA: Hazardous waste mgmt w/ regulatory moats, scarce permits, crisis-resistant model. Market misunderstands: €120M est 2025 owner earnings vs €550M valuation (~22% FCF yield). New CEO (2019) brings capital allocation focus, shifting from preservation to expansion. €70 stock could reach €310 under coherent scenario.
Read full article (2 min)