Added to YB: 2025-03-31
Pitch date: 2025-03-28
MONC.MI [neutral]
Moncler S.p.A.
+5.06%
current return
Author Info
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Company Info
Moncler S.p.A., together with its subsidiaries, designs, produces, and distributes clothing and related accessories for men, women, and children under the Moncler and Stone Island brand names in Italy, rest of Europe, Asia, the Middle East, Africa, and the Americas.
Market Cap
EUR 14.6B
Pitch Price
EUR 55.03
Price Target
N/A
Dividend
2.41%
EV/EBITDA
12.00
P/E
22.83
EV/Sales
4.62
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Moncler: Unpacking a Long-Term Investment in Luxury’s Hottest Outerwear Brand
MONC.MI (overview): Luxury outerwear leader with 16% 10yr rev CAGR, 29.5% EBIT margin. Stone Island integration challenges. LVMH involvement (Arnault on board). Risks: brand dilution, luxury slowdown. 25x P/E, 5% FCF yield. Potential 12-13% annual return if growth continues. Polen sold due to growth concerns.
Read full article (22 min)