Added to YB: 2026-01-23
Pitch date: 2026-01-21
SES.MI [neutral]
SeSa S.p.A.
-14.97%
current return
Author Info
No bio for this author
Company Info
SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) software and technologies in Italy and internationally.
Market Cap
EUR 1.4B
Pitch Price
EUR 92.50
Price Target
N/A
Dividend
1.09%
EV/EBITDA
7.68
P/E
21.55
EV/Sales
0.46
Sector
Electronic Equipment, Instruments and Components
Category
value
2025 Q4 & FY Portfolio Review - SeSa S.p.A.
SES.MI (holding update): Italian IT distributor/services co misunderstood due to low headline margins from distribution arm masking higher-margin IT services. Two-part model: hardware distribution (cash engine) funds IT services growth. ~20% EPS growth, >20% ROE track record. Hit by European small-cap derating & Digital Value scandal contagion despite non-involvement. Stock recovering as fundamentals compound.
Read full article (1 min)