Added to YB: 2025-08-28
Pitch date: 2025-08-28
TNIE.DE [bullish]
tonies SE
Author Info
Clark Square Capital is a former equity analyst and now a full-time investor managing their own capital. Sign up for their newsletter
Company Info
tonies SE, through its subsidiaries, develops, produces, and distributes digital, cloud based, and interactive audio platform and entertainment system for children in Germany, the United States, the United Kingdom, France, and internationally.
Market Cap
EUR 1.4B
Pitch Price
N/A
Price Target
11.00
Dividend
N/A
EV/EBITDA
32.19
P/E
123.80
EV/Sales
2.20
Sector
Leisure Products
Category
growth
European stock growing +25% YoY at 1x sales
TNIE.DE (new position): #1 kids audio platform (Toniebox + figurines razor/blade model), EUR759m cap, 1x NTM EV/sales, 13x EBITDA. Bull: revenue inflection in 3-6mo from Toniebox 2 launch, Target shelf +50%, Walmart repositioning, Ms. Rachel IP. Guides 25% YoY growth. Models EUR100m EBITDA 2026, EUR11 target (~70% upside).
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