Discoveries - Week of August 26th
Australia, France, Sweden, Norway
🇦🇺 Australia
Australian accounting & other professional services company valued at $240M, trading at 34x forward P/E, 12x EV/EBITDA, ROTA 29%, ROIC 15%, revenue CAGR over the past 10 years of 20%.
Kelly Partners Group $KPG $KPG.AX
🇫🇷 France
French aeronautics company valued at $15B, trading at $6.5B EV (around $8.5B in net cash), 14x forward P/E, 8x EV/EBITDA, 13x P/FCF, 16% EPS and 23% revenue growth.
Dassault Aviation $AM $AM.PA
🇸🇪 Sweden
Swedish company providing accounting, billings and other pro services valued at $3.5B, trading at 43x forward P/E, 28x EV/EBITDA, 44x P/FCF, 35% net margin, 36% ROIC, 25% revenue & EPS growth.
Fortnox $FNOX $FNOX.ST
🇳🇴 Norway
Norwegian consulting company valued at $630M, trading at 17x forward P/E, 11x EV/EBITDA, 18x P/FCF, 40% ROIC, 69% ROE, projected EPS/revenue growth of 9%, 4% dividend, net cash.
Bouvet ASA $BOUV $BOUV.OL
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