Added to YB: 2026-09-18
Pitch date: 2026-09-16
BAR.BR [bullish]
Barco NV
Author Info
Price to Tangible Bruce is a deep value investor. Buying what most investors don't like across global public markets. Sign up for the newsletter.
Company Info
Barco NV, together with its subsidiaries, develops visualization solutions, and collaboration and networking technologies for the entertainment, enterprise, and healthcare markets in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
EUR 599.8M
Pitch Price
N/A
Price Target
N/A
Dividend
7.46%
EV/EBITDA
6.41
P/E
13.80
EV/Sales
0.68
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
A Market Leader at Decade Low Multiples - Barco NV
BAR.BR: Barco’s durable medical-display and control-room franchises appear past an earnings trough, yet the shares trade at 1.44x tangible book and 10x forward earnings with a 7.4% dividend yield. The order book grew to €568 million, while management reaffirmed 2026 guidance for an 11-12% EBITDA margin; key risks are delayed Healthcare contract replacement, structural ClickShare weakness and VerVent execution, while the chairman’s near-29% stake creates mandatory-bid optionality.
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