Predictions
easyJet plc
Start price
Target price
Perf. (%)
€4.95
16.11.23
16.11.23
€5.00
16.11.24
16.11.24
5.76%
30.11.23
30.11.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Farfetch Ltd
Start price
Target price
Perf. (%)
€0.99
30.11.23
30.11.23
€1.00
30.11.24
30.11.24
11.58%
30.11.23
30.11.23
Top 10 in its market
Known brand
Probably not worthwhile Investment
Low dividend yield expected
Hugo Boss AG NA
Start price
Target price
Perf. (%)
€61.02
22.11.23
22.11.23
€63.00
22.11.24
22.11.24
6.00%
30.11.23
30.11.23
Revenue growth >5% per year expected
positive Cash Flow expected
Valuable balance sheet
ROE higher than 10% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€32.32
21.11.23
21.11.23
€33.00
20.11.24
20.11.24
-1.97%
22.11.23
22.11.23
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Moderna Inc.
Start price
Target price
Perf. (%)
€69.64
31.10.23
31.10.23
€71.00
31.10.24
31.10.24
4.21%
20.11.23
20.11.23
Normal challenges to pay loans and raise capital
Innovative
Some uniques
Differentiated customer and product portfolio
easyJet plc
Start price
Target price
Perf. (%)
€4.63
13.11.23
13.11.23
€4.00
18.10.24
18.10.24
6.78%
16.11.23
16.11.23
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Fair valuation
Carvana Co.
Start price
Target price
Perf. (%)
€42.20
20.07.23
20.07.23
€30.00
20.10.23
20.10.23
-29.95%
20.10.23
20.10.23
Probably not worthwhile Investment
negative Cash Flow expected
Bad rating
Higher risks for its business
Toro Corp.
Start price
Target price
Perf. (%)
€79.50
02.10.23
02.10.23
€80.00
02.10.24
02.10.24
1.89%
18.10.23
18.10.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Nemetschek SE
Start price
Target price
Perf. (%)
€49.03
29.09.22
29.09.22
€55.00
29.09.23
29.09.23
18.05%
30.09.23
30.09.23
Could be worthwhile Investment >10% per year
Taylor Morrison Home Corporation
Start price
Target price
Perf. (%)
€24.00
23.09.22
23.09.22
€29.00
23.09.23
23.09.23
68.33%
24.09.23
24.09.23
Brenntag SE ADR
Start price
Target price
Perf. (%)
€14.70
06.09.23
06.09.23
€15.00
06.09.24
06.09.24
2.04%
19.09.23
19.09.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Télévision FSE 1 (TF1) S.A.
Start price
Target price
Perf. (%)
€6.44
15.09.22
15.09.22
€7.00
15.09.23
15.09.23
14.91%
16.09.23
16.09.23
Could be worthwhile Investment >10% per year
Clean Harbors
Start price
Target price
Perf. (%)
€123.00
07.09.22
07.09.22
€130.00
07.09.23
07.09.23
27.48%
07.09.23
07.09.23
Could be worthwhile Investment >10% per year
Innovative
Sustainability is important
Higher risks for its business
Zoom Video Communications Inc
Start price
Target price
Perf. (%)
€62.32
29.08.23
29.08.23
€64.00
29.08.24
29.08.24
8.65%
06.09.23
06.09.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Carvana Co.
Start price
Target price
Perf. (%)
€32.73
31.08.22
31.08.22
€35.00
31.08.23
31.08.23
39.04%
01.09.23
01.09.23
Could be worthwhile Investment >10% per year
Civitas Resources Inc.
Start price
Target price
Perf. (%)
€69.00
23.08.22
23.08.22
€72.00
23.08.23
23.08.23
5.07%
24.08.23
24.08.23
Could be worthwhile Investment >10% per year
TeamViewer AG
Start price
Target price
Perf. (%)
€16.64
29.04.23
29.04.23
€17.00
29.04.24
29.04.24
3.31%
11.08.23
11.08.23
Innovative
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Bekaert P.s.
Start price
Target price
Perf. (%)
€31.16
25.07.22
25.07.22
€31.00
25.07.23
25.07.23
36.52%
26.07.23
26.07.23
Could be worthwhile Investment >10% per year
Carvana Co.
Start price
Target price
Perf. (%)
€33.08
17.07.23
17.07.23
€45.00
31.10.25
31.10.25
44.80%
19.07.23
19.07.23
Could be very worthwhile Investment >20% year
Shop Apotheke Europe NV
Start price
Target price
Perf. (%)
€91.50
20.06.23
20.06.23
€95.00
20.06.24
20.06.24
3.91%
30.06.23
30.06.23
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Very positive Cash Flow expected
Thor Industries Inc.
Start price
Target price
Perf. (%)
€72.96
29.06.22
29.06.22
€89.00
29.06.23
29.06.23
29.19%
30.06.23
30.06.23
Low dividend yield expected
ROE lower than 10% per year
Few uniques
Dependend from some customers or products