Added to YB: 2026-04-13
Pitch date: 2026-04-09
VH2.DE [neutral]
Friedrich Vorwerk Group SE
+1.88%
current return
Author Info
No bio for this author
Company Info
Friedrich Vorwerk Group SE provides various solutions for transformation and transportation of energy in Germany and Europe.
Market Cap
EUR 1.5B
Pitch Price
EUR 74.60
Price Target
N/A
Dividend
0.92%
EV/EBITDA
7.85
P/E
17.51
EV/Sales
1.80
Sector
Oil, Gas and Consumable Fuels
Category
value
Four Small-Caps I'm Watching (High Upside) - Friedrich Vorwerk Group SE
VH2.DE (watchlist): German energy infrastructure leader for gas/electricity/hydrogen pipelines & high-voltage cables. 41% rev growth to €700M+, €1B backlog, 32% ROE, 15x FCF, 18x P/E vs US grid peers at 30x+. 2026 guide €730-780M (4-11% growth) missed est €792M on German capital constraints for €68B grid modernization needs through 2035. Gov mobilizing pensions/guarantees to fund infrastructure. Quality biz mispriced on macro uncertainty; strong cash position, 1% yield + €0.30 special div. Downside protected.
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