Added to YB: 2025-03-28
Pitch date: 2025-03-27
FILA.MI [neutral]
F.I.L.A. - Fabbrica Italiana Lapis ed Affini S.p.A.
-11.81%
current return
Author Info
Valuing Dutchman is a value investor specializing in European family owned businesses and worldwide Deep Value. Full time investor since 2010, Investment writer since 2011 and co-founder Chess Capital fund. Sign up for the newsletter.
Company Info
F.I.L.A. - Fabbrica Italiana Lapis ed Affini S.p.A. produces and markets coloring, design, modelling, writing, and painting objects in Europe, North America, Central/South America, Asia, and internationally.
Market Cap
EUR 495.9M
Pitch Price
EUR 10.32
Price Target
16.00 (+76%)
Dividend
8.20%
EV/EBITDA
7.13
P/E
7.57
EV/Sales
1.29
Sector
Commercial Services and Supplies
Category
value
F.I.L.A.: DOMS for free
FILA.MI (hold): Italian school/art supplies co. Revenue -5% to €612.6M, adj EBITDA +7.26% to €118.2M. Underlying profit +32.4% to €40.9M. SAP rollout hit US sales. Trades at 14.8x P/E ex-DOMS. DOMS stake (80% of FILA mkt cap) for free. 24.4% gain since April, 45% 3yr target. Hold.
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