Key insights
- The post identifies Samsonite, Match Group, Trifork AG, and JD.com as potentially undervalued based on projected PE ratios. Match Group, a US-based company, is highlighted, but its high debt and goodwill are noted. JD.com's massive logistics network is mentioned. Overall, the analysis suggests potential opportunities, but the impact on the broader US market is limited due to the focus on individual companies and the speculative nature of the claims.
I have found a small list of companies that appear massively undervalued based on analyst expectations. Samsonite is the leading luggage/travel bags company by market share. PE multiple is heavily compressed due to Hong Kong listing. Match Group is the leader in the online dating market (Hinge + Tinder). Recently Bumble, the nearest competitor, saw a compression in total paying users at about 20%. High debt and goodwill. Trifork AG is a software consultancy + SaaS company. With a massive TAM. Though more speculative. JD. com is a e-commerce platform with a massive logistics network.
|PE ratios|2025|2026|2027|2028| |:-|:-|:-|:-|:-| |Samsonite|12.4|9.34|8.5|8.01| |Match Group|13.6|14|12|10.2| |Trifork AG|22.9|14.2|11.1|9.14| |JD. com|15.6|12|8.26|6.38|
Source: Marketscreener
Any thought on these companies? Other companies with similar high projected earnings growth and low-ish initital earning multiple?
Disclaimer: Not financial advice. Entertainment only. Always do your own due diligence. I can have made mistakes. I will not be responsible for anything. I am a shareholder in Trifork AG and Match Group.