Discoveries - Week of July 29th
Italy (3x) and Poland
ITALY
Italian holding company in the IT solutions and services industry, valued at $550M, trading at 12x forward P/E, 0.8 PEG, 5x forward EV/EBITDA, 26% ROIC.
Digital Value S.p.A. $DGV $DGV.MI
ITALY … again
Italian company that manufactures equipment that generates/produces gases (particularly hydrogen, nitrogen, and oxygen), valued at $60M, trading at 12x forward P/E, 5x forward EV/EBITDA, PEG 0.2, projected revenue growth of 50% for 2025 and 2026.
ITALY - I really should stop with Italian companies :)
Italian company that is a world leader in the field of automotive disc brake technology, valued at $3.3B, trading at 10x forward P/E, 5x EV/EBITDA, revenue growth of 5% CAGR in the next 2 years, ROIC 10%, earnings yield of 9.1%.
POLAND
Polish transportation services and logistical servicing company valued at $25M, trading at 11x P/E, 8x EV/EBITDA, ROIC 49%, 5 year EPS CAGR of 22%, 7% dividend.
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