Added to YB: 2026-06-15
Pitch date: 2026-03-31
LAND.SW [bullish]
Landis+Gyr Group AG
-11.85%
current return
Author Info
No bio for this author
Company Info
Landis+Gyr Group AG, together with its subsidiaries, provides integrated energy management solutions to utility sector in the Americas and the Asia Pacific.
Market Cap
CHF 1.5B
Pitch Price
CHF 50.60
Price Target
N/A
Dividend
2.77%
EV/EBITDA
9.86
P/E
39.23
EV/Sales
1.51
Sector
Electronic Equipment, Instruments and Components
Category
growth
Artisan Non-U.S. Small-Mid Growth Strategy New Position: Landis+Gyr Group AG
LAND.SW (new position): Grid modernization play on electrification & data center demand. One of largest IoT-enabled grid networks w/ long-term inflation-linked contracts, predictable cash flows. Mix shift to higher-margin software/services. Catalysts: dilutive EMEA divestiture + buybacks, Americas focus via new US HQ.
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