Added to YB: 2026-09-02
Pitch date: 2026-08-28
CA.PA [bullish]
Carrefour SA
+2.01%
current return
Author Info
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Company Info
Carrefour SA operates as a food retailer in France, Spain, Belgium, Poland, Romania, Brazil, Argentina, the Middle East, Africa, Asia, and internationally.
Market Cap
EUR 11.1B
Pitch Price
EUR 15.69
Price Target
N/A
Dividend
6.21%
EV/EBITDA
6.21
P/E
12.29
EV/Sales
0.34
Sector
Consumer Staples Distribution and Retail
Category
value
Carrefour: Europe's Largest Food Retailer at a Fraction of Its Asset Value
CA.PA: Carrefour’s €14.2B independently appraised directly owned real estate exceeds its roughly €11.1B market cap, before a ~€715M Carmila stake, leaving its multi-format food-retail operation deeply discounted. The shares trade at ~8.7x forward earnings with a 6.2% ordinary dividend yield; H1 2026 combined core-country recurring operating income rose 9% and adjusted EPS rose 18.3%. Upside depends on delivering planned margin expansion despite intense French competition and Brazil macro and currency risk.
Read full article (10 min)