Household Italian Community
Our community narratives are driven by numbers and valuation.
Household Italian Investing Ideas
Tariff And Capacity Pressures Will Challenge Beauty Outsourcing While Long-Term Margins Slowly Improve
Catalysts About Intercos Intercos is a global contract manufacturer specializing in make up, skincare and related beauty products for leading brands. What are the underlying business or industry changes driving this perspective?Read more
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AN
€13
15.4% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.45% p.a.
Profit Margin
7.82%
Future PE
17.96x
Price in 2028
€17.54
Expanding Asia-Pacific Facilities And Advanced R&D Will Create Future Value
Key Takeaways Expansion in high-growth regions and a focus on innovative, sustainable products are boosting revenue growth, margin expansion, and product differentiation. Strong partnerships with premium brands and operational emphasis on higher-margin segments are driving customer retention, contract stability, and improved profitability.Read more
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AN
€16.99
35.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.7% p.a.
Profit Margin
7.44%
Future PE
23.97x
Price in 2028
€23.09
