Added to YB: 2026-07-08
Pitch date: 2026-07-06
BEN.PA [neutral]
Bénéteau S.A.
-1.6%
current return
Author Info
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Company Info
Bénéteau S.A. designs, produce, and sells recreational boats in France, rest of Europe, North America, South America, Asia, and internationally.
Market Cap
EUR 500.0M
Pitch Price
EUR 6.24
Price Target
N/A
Dividend
3.21%
EV/EBITDA
12.34
P/E
-11.68
EV/Sales
0.68
Sector
Leisure Products
Category
value
Monday Delight: 06/07/2026 - Bénéteau S.A.
BEN.PA (quick overview): French boat maker, €525M mcap, €600M EV, 22.2% ROIC, 0.77 P/TB. Balance sheet: current assets exceed total liabilities by ~€300M, implying ~€200M for fixed assets, brands & inflecting order book (intake +24% YoY, book +10%). Normalized €80M EBIT = ~2.5x EV/EBIT, lower adj for excess WC. Deep discount to intrinsic value.
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