Added to YB: 2024-10-07
Pitch date: 2024-10-04
GAV.SW [bullish]
Carlo Gavazzi Holding AG
-27.68%
current return
Author Info
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Company Info
Carlo Gavazzi Holding AG, together with its subsidiaries, designs, manufactures, and sells electronic control components for building and industrial automation markets.
Market Cap
CHF 166.3M
Pitch Price
CHF 233.00
Price Target
N/A
Dividend
3.42%
EV/EBITDA
3.35
P/E
8.90
EV/Sales
0.59
Sector
Electrical Equipment
Category
value
$GAV.SW - Carlo Gavazzi - Energy to Components
GAV.SW: Family-owned Swiss industrial automation co. Strong balance sheet (CHF112M NCAV), low debt. 3-5% CAGR rev/EPS/FCF growth, 3% div yield. 50%+ gross margin, 10%+ op margin, 13-15% ROE. Priced at CHF55M over NCAV. Electrification/automation tailwinds. Revenue dip in 2023/24 potential buying opportunity.
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