Added to YB: 2026-06-24
Pitch date: 2026-06-21
ESSITY-B.ST [neutral]
Essity AB (publ)
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
Essity AB (publ) develops, produces, and sells hygiene and health products and services in Europe, North and Latin America, Asia, and internationally.
Market Cap
SEK 182.3B
Pitch Price
N/A
Price Target
N/A
Dividend
3.26%
EV/EBITDA
8.34
P/E
14.76
EV/Sales
1.56
Sector
Household Products
Category
special_situation
A measured core place, sized with discipline, for a hygiene champion now sharpening toward its best assets. - Essity AB
ESSITY-B.ST (overview): Global hygiene/health franchise, strong B/S but weak governance moat (Lundberg/Industrivärden minority voting, no permanence structure)—Tier B custodial play. Diversified: consumer goods 54% sales/46% EBITA, pro hygiene 26%/30%, health 20%/24%. 61% Europe. Low demand cyclicality, pulp cost risk. Strategic review of consumer tissue.
Read full article (4 min)