Société BIC (ENXTPA:BB): Reassessing Valuation After Exiting Rocketbook and Skin Creative Bets

Société BIC (ENXTPA:BB) just drew a clear line under its Rocketbook and Skin Creative bets, choosing to wind down Rocketbook, Inkbox and Tattly by early 2026 to refocus on higher performing core brands.

See our latest analysis for Société BIC.

The 1 year total shareholder return of minus 19.57 percent and year to date share price return of minus 25.91 percent suggest sentiment has cooled. As a result, this portfolio pruning is being read more as risk control than a new growth chapter for now.

If BIC’s reset has you rethinking where growth could come from next, it might be worth exploring fast growing stocks with high insider ownership as a way to spot the next potential compounders.

Yet with the shares trading well below analyst targets despite steady profit growth, the key question now is whether BIC is an overlooked value story or if the market is already correctly pricing in its future trajectory.

Most Popular Narrative: 18.7% Undervalued

With the narrative fair value at €57.90 versus a last close of €47.05, the valuation case leans clearly positive, anchored in modest but durable growth assumptions.

The company's ongoing focus on supply chain optimization (e.g., relocation of production closer to key markets) and realization of Horizon plan efficiencies are leading to lower operating expenses and enhanced supply chain agility, which should help improve net margins and bolster earnings resilience, especially in volatile macro environments.

Read the complete narrative.

Curious how steady, low single digit growth, rising margins and a future earnings multiple come together to justify that upside? The full narrative unpacks the specific revenue path, profit expansion and discount rate assumptions behind this valuation analysis, and explains how they compare with today’s subdued market expectations.

Result: Fair Value of €57.90 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, accelerating digitalization and cost pressures from raw materials and currencies could erode stationery demand and margins, which would challenge the current undervaluation case.

Find out about the key risks to this Société BIC narrative.

Build Your Own Société BIC Narrative

If you see the story differently or would rather dig into the numbers yourself, you can craft a personal, data driven view in minutes: Do it your way.

A great starting point for your Société BIC research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

Looking for more investment ideas?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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