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Fairly Priced European Brands
As Warren Buffett famously said, 'It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.' This watchlist contains European companies that I believe combine exceptional brands and durable competitive advantages with attractive long-term valuations.
Watching
18
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
RMS Hermès International Société en commandite par actions €1,683.50n/aintrinsic discount 7.2%7D 1.8%3M The author hasn't set a fair value for RMS | ||||||
NOVO B Novo Nordisk DKK 330.5561.2% undervalued intrinsic discount 2.3%7D 28.5%3M | ||||||
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne €495.8033.9% undervalued intrinsic discount 2.2%7D 2.4%3M | ||||||
SHL Siemens Healthineers €34.75n/aintrinsic discount 1.5%7D -9.4%3M The author hasn't set a fair value for SHL | ||||||
MUV2 Münchener Rückversicherungs-Gesellschaft in München €508.20n/aintrinsic discount 0.5%7D -9.3%3M The author hasn't set a fair value for MUV2 | ||||||
SPOT Spotify Technology US$485.38n/aintrinsic discount 0.03%7D -8.7%3M The author hasn't set a fair value for SPOT | ||||||
ABI Anheuser-Busch InBev €69.6822.1% undervalued intrinsic discount -0.06%7D 8.6%3M | ||||||
ITX Industria de Diseño Textil €54.0817.0% overvalued intrinsic discount -0.1%7D 1.8%3M | ||||||
NESN Nestlé CHF 83.867.9% undervalued intrinsic discount -0.3%7D 6.5%3M | ||||||
EL EssilorLuxottica Société anonyme €168.20n/aintrinsic discount -0.7%7D -18.7%3M The author hasn't set a fair value for EL | ||||||
SAP SAP €136.9844.5% undervalued intrinsic discount -0.7%7D -9.7%3M | ||||||
AIR Airbus €195.3815.6% undervalued intrinsic discount -1.0%7D 13.7%3M | ||||||
ROP Roche Holding CHF 330.20n/aintrinsic discount -1.4%7D 5.3%3M The author hasn't set a fair value for ROP | ||||||
P911 Dr. Ing. h.c. F. Porsche €44.44n/aintrinsic discount -3.7%7D 5.6%3M The author hasn't set a fair value for P911 |
Watching
18
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
RMS Hermès International Société en commandite par actions 7.2%7D 1.8%3M | €1,683.50 n/aintrinsic discount | The author hasn't set a fair value for RMS | PE 39x | E 9.2% | €1,969.77 | |
ADYEN Adyen 5.0%7D -9.0%3M | €872.00 n/aintrinsic discount | The author hasn't set a fair value for ADYEN | PE 25.9x | E 18.3% | €1,372.15 | |
NOVO B Novo Nordisk 2.3%7D 28.5%3M | DKK 330.55 61.2% undervalued intrinsic discount | PE 12x | E -1.2% | DKK 316.91 | ||
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne 2.2%7D 2.4%3M | €495.80 33.9% undervalued intrinsic discount | PE 22.6x | E 9.5% | €576.93 | ||
ADS adidas 2.1%7D 28.9%3M | €182.90 n/aintrinsic discount | The author hasn't set a fair value for ADS | PE 23.3x | E 15.2% | €207.59 | |
SHL Siemens Healthineers 1.5%7D -9.4%3M | €34.75 n/aintrinsic discount | The author hasn't set a fair value for SHL | PE 18.5x | E 12.0% | €46.15 | |
AI L'Air Liquide 0.8%7D 3.4%3M | €175.14 n/aintrinsic discount | The author hasn't set a fair value for AI | PE 31.6x | E 9.7% | €190.96 | |
MUV2 Münchener Rückversicherungs-Gesellschaft in München 0.5%7D -9.3%3M | €508.20 n/aintrinsic discount | The author hasn't set a fair value for MUV2 | PE 9.5x | E -2.3% | €552.07 | |
SPOT Spotify Technology 0.03%7D -8.7%3M | US$485.38 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 32.2x | E 13.7% | US$600.54 | |
ABI Anheuser-Busch InBev -0.06%7D 8.6%3M | €69.68 22.1% undervalued intrinsic discount | PE 21.5x | E 9.2% | €80.15 | ||
ITX Industria de Diseño Textil -0.1%7D 1.8%3M | €54.08 17.0% overvalued intrinsic discount | PE 26.8x | E 8.5% | €59.14 | ||
NESN Nestlé -0.3%7D 6.5%3M | CHF 83.86 7.9% undervalued intrinsic discount | PE 23.9x | E 8.3% | CHF 88.19 | ||
OR L'Oréal -0.6%7D 8.2%3M | €378.60 n/aintrinsic discount | The author hasn't set a fair value for OR | PE 33x | E 9.2% | €412.04 | |
EL EssilorLuxottica Société anonyme -0.7%7D -18.7%3M | €168.20 n/aintrinsic discount | The author hasn't set a fair value for EL | PE 33.4x | E 13.1% | €249.30 | |
SAP SAP -0.7%7D -9.7%3M | €136.98 44.5% undervalued intrinsic discount | PE 21.9x | E 14.9% | €206.44 | ||
AIR Airbus -1.0%7D 13.7%3M | €195.38 15.6% undervalued intrinsic discount | PE 30.7x | E 15.9% | €214.83 | ||
ROP Roche Holding -1.4%7D 5.3%3M | CHF 330.20 n/aintrinsic discount | The author hasn't set a fair value for ROP | PE 20.4x | E 8.5% | CHF 359.22 | |
P911 Dr. Ing. h.c. F. Porsche -3.7%7D 5.6%3M | €44.44 n/aintrinsic discount | The author hasn't set a fair value for P911 | PE 129.3x | E 31.9% | €45.41 |