A European Industrial Holding Company with 10-year Revenue CAGR of 16.5%

An Underfollowed Gem Trading at a Forward FCF Yield of Over 8%

Welcome to my Substack, where I delve into the world of truly undiscovered companies from across the globe. Everyone is talking about the same 200-300 stocks, but there are more than 55,000 publicly traded companies in the world. Here, we explore hidden gems in the financial markets that often fly under the radar of mainstream analysts and investors.

Teaser

With a €330M net cash balance, 42.7% gross margins, and a conservative capital structure, this underfollowed German holding company operates across automotive technology, consumer products, and infrastructure services. Revenue has grown at 16.5% annually for a decade, while forward EBITDA growth of 30% and a 10.2% free cash flow yield reflect the company's operational efficiency. Through its three distinct segments and focus on emerging technologies, this company illustrates how traditional industrial assets can adapt to changing market demands while maintaining financial discipline.