Est. < 5x EBITDA in 3 years, high-quality, dividend paying Polish company
Indices are at ATHs.
It is easy to get caught up in the FOMO and buy without a margin of safety.
Today’s stock:
high-quality, dividend-paying company for more than 10 years
regional leader in its niche with double digits ROIC
valuation compressed due to industry headwinds and missed estimates
Trading at ATL multiples.
Expected EBITDA and EBIT growth: low double digits.
Even with just 5–6% growth, it could still trade at ~5x multiples in 3-5 years.
I like the set up.
DM me if you’d like to discuss the idea.
Let’s dive in.