Simply Wall St
4 min read
Amidst recent profit-taking and political challenges in Europe, the pan-European STOXX Europe 600 Index saw a decline of 1.10% after reaching record highs. As investors navigate these turbulent times marked by trade tensions and economic uncertainties, identifying stocks that are trading below their intrinsic value can offer potential opportunities for those looking to capitalize on market inefficiencies.
|
Name |
Current Price |
Fair Value (Est) |
Discount (Est) |
|
Siltronic (XTRA:WAF) |
€55.90 |
€111.17 |
49.7% |
|
SBO (WBAG:SBO) |
€26.85 |
€53.66 |
50% |
|
Nexam Chemical Holding (OM:NEXAM) |
SEK3.78 |
SEK7.49 |
49.5% |
|
Micro Systemation (OM:MSAB B) |
SEK62.00 |
SEK122.87 |
49.5% |
|
Lingotes Especiales (BME:LGT) |
€5.75 |
€11.32 |
49.2% |
|
DigiTouch (BIT:DGT) |
€1.92 |
€3.79 |
49.3% |
|
Digital Workforce Services Oyj (HLSE:DWF) |
€3.34 |
€6.65 |
49.8% |
|
Allegro.eu (WSE:ALE) |
PLN33.52 |
PLN66.16 |
49.3% |
|
Aker BioMarine (OB:AKBM) |
NOK85.80 |
NOK170.24 |
49.6% |
|
Absolent Air Care Group (OM:ABSO) |
SEK253.00 |
SEK502.83 |
49.7% |
Let’s uncover some gems from our specialized screener.
Overview: Tikehau Capital is an alternative asset management group with €46.1 billion in assets under management and a market cap of approximately €3.27 billion.
Operations: The company’s revenue is derived from €240.19 million in investment activities and €371.55 million in asset management activities.
Estimated Discount To Fair Value: 17.3%
Tikehau Capital’s current valuation presents a potential opportunity for investors focused on cash flows. Trading at €18.98, it’s below the estimated fair value of €22.95, though not by a significant margin. The company’s earnings are forecast to grow significantly at 29.9% annually, outpacing the French market average of 12.2%. However, its dividend yield of 4.22% is not well covered by free cash flows and debt coverage through operating cash flow remains a concern.
Overview: Mowi ASA is a seafood company that produces and sells Atlantic salmon products globally, with a market capitalization of NOK115.42 billion.
Operations: The company’s revenue segments include Feed (€1.12 billion), Farming (€3.59 billion), Sales & Marketing – Markets (€4.16 billion), and Sales and Marketing – Consumer Products (€3.73 billion).
Estimated Discount To Fair Value: 48.4%
