Added to YB: 2026-09-24
Pitch date: 2026-09-20
FERGR.AS [bullish]
Ferrari Group PLC
-6.17%
current return
Author Info
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Company Info
Ferrari Group PLC provides shipping, integrated logistics, and value-added services for jewelry and precious goods in Europe, Asia, North America, Brazil, and internationally.
Market Cap
EUR 739.5M
Pitch Price
EUR 8.10
Price Target
N/A
Dividend
4.07%
EV/EBITDA
7.01
P/E
11.99
EV/Sales
1.85
Sector
Air Freight and Logistics
Category
growth
3 Quality Compounders - Ferrari Group PLC
FERGR.AS (quick overview): Ferrari Group is a specialized high-security logistics provider moving over €170B of luxury goods annually for 100+ brands across 64 countries. Near-100% retention, 3–5-year contracts, regulatory licenses and embedded security infrastructure support a durable niche. At roughly €8, assuming 6–8% annual growth and a 15% average free-cash-flow margin over five years, the estimated IRR is 13.8%, including a 4% dividend yield.
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