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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 | |
|---|---|---|---|---|---|---|
SPOT Spotify Technology US$547.51n/aintrinsic discount 2.6%7D 7.8%3M The author hasn't set a fair value for SPOT | ||||||
P911 Dr. Ing. h.c. F. Porsche €45.95n/aintrinsic discount 2.1%7D -2.4%3M The author hasn't set a fair value for P911 | ||||||
SAP SAP €191.3222.5% undervalued intrinsic discount 1.7%7D 13.9%3M | ||||||
ABI Anheuser-Busch InBev €68.2823.7% undervalued intrinsic discount 1.7%7D -1.4%3M | ||||||
RMS Hermès International Société en commandite par actions €1,598.00n/aintrinsic discount 1.6%7D -0.7%3M The author hasn't set a fair value for RMS | ||||||
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne €458.1538.9% undervalued intrinsic discount 1.2%7D -2.5%3M | ||||||
MUV2 Münchener Rückversicherungs-Gesellschaft in München €518.00n/aintrinsic discount 0.3%7D 16.4%3M The author hasn't set a fair value for MUV2 | ||||||
ITX Industria de Diseño Textil €58.3226.2% overvalued intrinsic discount 0.2%7D 10.7%3M | ||||||
AIR Airbus €203.0512.3% undervalued intrinsic discount -0.3%7D 17.2%3M | ||||||
EL EssilorLuxottica Société anonyme €161.35n/aintrinsic discount -1.1%7D -6.6%3M The author hasn't set a fair value for EL | ||||||
NESN Nestlé CHF 78.6213.7% undervalued intrinsic discount -1.3%7D 1.0%3M | ||||||
SHL Siemens Healthineers €39.52n/aintrinsic discount -1.7%7D 15.4%3M The author hasn't set a fair value for SHL | ||||||
NOVO B Novo Nordisk DKK 295.5065.3% undervalued intrinsic discount -1.8%7D 3.7%3M | ||||||
ROP Roche Holding CHF 358.70n/aintrinsic discount -4.5%7D 13.0%3M The author hasn't set a fair value for ROP |
Watching
18
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SPOT Spotify Technology 2.6%7D 7.8%3M | US$547.51 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 29.1x | E 10.6% | US$615.27 | |
P911 Dr. Ing. h.c. F. Porsche 2.1%7D -2.4%3M | €45.95 n/aintrinsic discount | The author hasn't set a fair value for P911 | PE 49.7x | E 24.0% | €45.58 | |
SAP SAP 1.7%7D 13.9%3M | €191.32 22.5% undervalued intrinsic discount | PE 28.3x | E 11.7% | €207.77 | ||
ABI Anheuser-Busch InBev 1.7%7D -1.4%3M | €68.28 23.7% undervalued intrinsic discount | PE 16.7x | E 4.8% | €81.54 | ||
AI L'Air Liquide 1.6%7D 5.3%3M | €169.80 n/aintrinsic discount | The author hasn't set a fair value for AI | PE 30.5x | E 10.7% | €197.50 | |
RMS Hermès International Société en commandite par actions 1.6%7D -0.7%3M | €1,598.00 n/aintrinsic discount | The author hasn't set a fair value for RMS | PE 37.1x | E 10.8% | €1,869.82 | |
ADYEN Adyen 1.5%7D 19.6%3M | €1,090.40 n/aintrinsic discount | The author hasn't set a fair value for ADYEN | PE 30.6x | E 17.0% | €1,392.91 | |
MC LVMH Moët Hennessy - Louis Vuitton Société Européenne 1.2%7D -2.5%3M | €458.15 38.9% undervalued intrinsic discount | PE 20.8x | E 10.7% | €568.12 | ||
OR L'Oréal 0.5%7D 2.4%3M | €388.50 n/aintrinsic discount | The author hasn't set a fair value for OR | PE 32.8x | E 10.0% | €417.54 | |
MUV2 Münchener Rückversicherungs-Gesellschaft in München 0.3%7D 16.4%3M | €518.00 n/aintrinsic discount | The author hasn't set a fair value for MUV2 | PE 9.5x | E -3.3% | €550.72 | |
ITX Industria de Diseño Textil 0.2%7D 10.7%3M | €58.32 26.2% overvalued intrinsic discount | PE 28.9x | E 8.5% | €59.54 | ||
ADS adidas -0.2%7D -6.5%3M | €154.20 n/aintrinsic discount | The author hasn't set a fair value for ADS | PE 19.4x | E 15.7% | €200.85 | |
AIR Airbus -0.3%7D 17.2%3M | €203.05 12.3% undervalued intrinsic discount | PE 27.1x | E 14.7% | €230.96 | ||
EL EssilorLuxottica Société anonyme -1.1%7D -6.6%3M | €161.35 n/aintrinsic discount | The author hasn't set a fair value for EL | PE 29.7x | E 12.7% | €243.30 | |
NESN Nestlé -1.3%7D 1.0%3M | CHF 78.62 13.7% undervalued intrinsic discount | PE 27.2x | E 12.8% | CHF 88.36 | ||
SHL Siemens Healthineers -1.7%7D 15.4%3M | €39.52 n/aintrinsic discount | The author hasn't set a fair value for SHL | PE 19.9x | E 10.7% | €45.15 | |
NOVO B Novo Nordisk -1.8%7D 3.7%3M | DKK 295.50 65.3% undervalued intrinsic discount | PE 11.2x | E 1.2% | DKK 309.73 | ||
ROP Roche Holding -4.5%7D 13.0%3M | CHF 358.70 n/aintrinsic discount | The author hasn't set a fair value for ROP | PE 23.2x | E 10.3% | CHF 370.31 |