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1. Company Snapshot

1.a. Company Description

Exacompta Clairefontaine S.A. engages in producing, finishing, and formatting of papers in France, Europe, and internationally.It operates through Paper and Processing segments.The company also manufactures stationery, office and filing items, and digital photos.


In addition, it is involved in the paper shaping activities.The company was founded in 1858 and is based in Etival-Clairefontaine, France.Exacompta Clairefontaine S.A. is a subsidiary of Etablissements Charles Nusse.

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1.b. Last Insights on ALEXA

Exacompta Clairefontaine S.A.'s recent stock performance was negatively driven by weak demand for its paper products and office supplies, partly due to a decline in its European operations. The company's struggles in its traditional business, including its paper manufacturing and printing services, likely hurt its earnings. Additionally, the company's weak sales of its office supplies, including its popular notebooks and folders, contributed to the stock's poor performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.78%)

6. Segments

Transformation

Expected Growth: 10.5%

Exacompta Clairefontaine S.A.'s transformation into a digital and diversified company, expanding into new markets and product lines, drives growth. The shift from traditional paper-based business to digital solutions, and entry into new markets, fuels revenue growth.

Paper

Expected Growth: 4.5%

Growing demand for high-quality paper products, increasing popularity of journaling and writing, and rising need for durable paper for printing and drawing are driving the growth of Exacompta Clairefontaine S.A.'s paper market.

Inter-segment Transactions

Expected Growth: 4.5%

Inter-segment transactions within Exacompta Clairefontaine S.A. are expected to grow at a CAGR of 4.5% driven by efficient allocation of resources, optimization of operations, and improved supply chain management, enabling the company to respond to changing market demands and customer needs.

7. Detailed Products

Notebooks

High-quality notebooks designed for everyday writing, drawing, and note-taking

Diaries

Customizable diaries for personal and professional use, available in various formats and layouts

Binders and Folders

Durable and stylish binders and folders for storing and organizing documents, papers, and projects

Paper and Card Products

High-quality paper and card products for crafting, art, and design

Office Supplies

Essential office supplies, including pens, pencils, and other stationery items

Customized Products

Tailor-made products for businesses, schools, and organizations, including customized notebooks, diaries, and stationery

8. Exacompta Clairefontaine S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Exacompta Clairefontaine S.A. is medium due to the presence of alternative products in the market, but the company's strong brand reputation and quality products reduce the likelihood of customers switching to substitutes.

Bargaining Power Of Customers

The bargaining power of customers is low due to the company's strong brand reputation and the lack of price sensitivity among customers, giving Exacompta Clairefontaine S.A. an upper hand in negotiations.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium due to the presence of multiple suppliers in the market, but Exacompta Clairefontaine S.A.'s strong relationships with suppliers and its ability to negotiate prices reduce the bargaining power of suppliers.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the industry, including the need for significant capital investment and the difficulty of establishing a strong brand reputation.

Intensity Of Rivalry

The intensity of rivalry is high due to the presence of several established competitors in the market, leading to a highly competitive environment where companies need to constantly innovate and differentiate themselves to stay ahead.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 24.93%
Debt Cost 3.95%
Equity Weight 75.07%
Equity Cost 5.15%
WACC 4.85%
Leverage 33.21%

11. Quality Control: Exacompta Clairefontaine S.A. passed 6 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Semapa

A-Score: 7.2/10

Value: 8.4

Growth: 5.6

Quality: 4.8

Yield: 7.5

Momentum: 7.5

Volatility: 9.7

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Iberpapel

A-Score: 7.0/10

Value: 8.2

Growth: 5.0

Quality: 6.1

Yield: 7.5

Momentum: 6.0

Volatility: 9.3

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Exacompta Clairefontaine

A-Score: 6.4/10

Value: 9.2

Growth: 5.2

Quality: 3.9

Yield: 7.5

Momentum: 7.0

Volatility: 5.3

1-Year Total Return ->

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Nordic Paper Holding

A-Score: 5.6/10

Value: 7.7

Growth: 4.9

Quality: 5.1

Yield: 9.4

Momentum: 4.0

Volatility: 2.7

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CPH

A-Score: 5.5/10

Value: 4.6

Growth: 3.4

Quality: 5.7

Yield: 6.2

Momentum: 5.5

Volatility: 7.3

1-Year Total Return ->

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Arctic Paper

A-Score: 4.0/10

Value: 9.6

Growth: 3.1

Quality: 2.5

Yield: 4.4

Momentum: 0.0

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

173.0$

Current Price

173$

Potential

-0.00%

Expected Cash-Flows