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Grupo Catalana Occidente Community
BME:GCO Community- 2 Narratives written by author
- 0 Comments on narratives written by author
- 36 Fair Values set on narratives written by author
Community Investing Ideas
Grupo Catalana Occidente will expand in 2024 with bold acquisitions in Spain and Portugal
Catalysts GCO has 3 lines of business: Occidente dedicated to traditional life non-life and multi-risk insurance, Atradiu s dedicated to commercial credit and Mémora its funeral business line. Mémora continues with its strategy of inorganic growth through acquisitions of local companies in the Iberian Peninsula.Read more
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KA
€44.88
9.6% overvalued intrinsic discount
kapirey Fair Value
Revenue
4% p.a.
Profit Margin
15%
Future PE
9x
Price in 2026
€54.27
Mature European Insurance Markets Will Cripple Future Outlook
Key Takeaways Revenue and earnings growth expectations may be too high given market maturity, normalization in claims, and potential reversal of favorable interest rate conditions. Valuation could be challenged by overreliance on recent performance, concentration in mature markets, and underestimated competition and structural headwinds.Read more
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15users have followed this narrative
AN
€49.73
1.1% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
13.31% p.a.
Profit Margin
9.8%
Future PE
11.28x
Price in 2028
€61.74
