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1. Company Snapshot

1.a. Company Description

Trigano S.A., together with its subsidiaries, designs, manufactures, markets, and sells leisure vehicles and trailers for individuals and professionals in Europe.The company operates through Leisure Vehicles and Leisure Equipment segments.It offers leisure vehicles, including caravans, motorhomes, and mobile homes; camping and garden equipment; tents; and baggage and utility trailers, as well as accessories for leisure vehicles.


The company also rents motorhomes; and provides finance for leisure vehicles, as well as offers a range of rental stay services in mobile homes.It offers its products through dealer networks and distributors, as well as through its online sales site, Triganostore.com.Trigano S.A. was founded in 1935 and is based in Paris, France.

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1.b. Last Insights on TRI

Trigano S.A.'s recent business conditions have been impacted by the European market's cautious optimism. As a dividend stock, the company's financial foundation and payout history are crucial. However, the recent news articles do not provide specific information on Trigano S.A.'s earnings or business performance. The company's ability to maintain its dividend yield, ranging from 3% to 6.6%, is essential for its attractiveness to investors seeking stable income streams.

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 (10.11%)

6. Segments

Recreational Vehicles

Expected Growth: 10%

Trigano S.A.'s 10% growth in Recreational Vehicles is driven by increasing demand for outdoor leisure activities, rising disposable income, and a growing preference for experiential travel. Additionally, the company's strategic expansion into new markets, innovative product offerings, and investments in digital marketing have contributed to its growth momentum.

Leisure Equipment

Expected Growth: 12%

Trigano S.A.'s Leisure Equipment segment growth of 12% is driven by increasing outdoor recreational activities, rising demand for camping and caravanning, and growing popularity of staycations. Additionally, the company's strategic expansion into new markets, innovative product offerings, and strong distribution networks have contributed to its growth momentum.

7. Detailed Products

Motorhomes

Trigano S.A. offers a wide range of motorhomes designed for comfort and freedom, perfect for families, couples, and solo travelers.

Caravans

Trigano S.A. provides a variety of caravans that cater to different needs and preferences, from compact to spacious models.

Campervans

Trigano S.A. offers campervans that combine comfort and practicality, ideal for short or long trips.

Truck Campers

Trigano S.A. provides truck campers that offer flexibility and freedom, perfect for outdoor enthusiasts.

Trailers

Trigano S.A. offers trailers that cater to different towing capacities and needs, from small to large models.

Accessories

Trigano S.A. provides a range of accessories to enhance the camping and caravanning experience, from awnings to furniture.

8. Trigano S.A.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Trigano S.A. faces moderate threat from substitutes due to the presence of alternative accommodation options such as hotels, hostels, and vacation rentals.

Bargaining Power Of Customers

Trigano S.A. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand reputation and loyalty programs help to mitigate customer bargaining power.

Bargaining Power Of Suppliers

Trigano S.A. relies on a network of suppliers for goods and services, but the company's scale and purchasing power help to mitigate supplier bargaining power. However, suppliers of critical components or services may still exert some bargaining power.

Threat Of New Entrants

The campervan and motorhome rental market has high barriers to entry, including significant capital requirements and regulatory hurdles. This limits the threat of new entrants and allows Trigano S.A. to maintain its market position.

Intensity Of Rivalry

The campervan and motorhome rental market is highly competitive, with several established players competing for market share. Trigano S.A. must continually innovate and improve its offerings to maintain its market position.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 5.98%
Debt Cost 3.95%
Equity Weight 94.02%
Equity Cost 10.46%
WACC 10.07%
Leverage 6.36%

11. Quality Control: Trigano S.A. passed 5 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

Stock-Card
Trigano

A-Score: 6.2/10

Value: 6.9

Growth: 5.6

Quality: 6.6

Yield: 5.0

Momentum: 7.5

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
DS Smith

A-Score: 5.7/10

Value: 8.3

Growth: 3.7

Quality: 3.8

Yield: 4.4

Momentum: 8.0

Volatility: 6.0

1-Year Total Return ->

View Full Report
Stock-Card
NEXT

A-Score: 5.6/10

Value: 1.8

Growth: 5.7

Quality: 6.7

Yield: 4.4

Momentum: 7.0

Volatility: 8.0

1-Year Total Return ->

View Full Report
Stock-Card
Redrow

A-Score: 4.9/10

Value: 6.7

Growth: 3.8

Quality: 7.4

Yield: 4.4

Momentum: 4.0

Volatility: 3.0

1-Year Total Return ->

View Full Report
Stock-Card
Taylor Wimpey

A-Score: 4.7/10

Value: 4.4

Growth: 1.6

Quality: 5.1

Yield: 8.8

Momentum: 1.5

Volatility: 7.0

1-Year Total Return ->

View Full Report
Stock-Card
Bellway

A-Score: 4.5/10

Value: 6.2

Growth: 1.6

Quality: 5.9

Yield: 5.6

Momentum: 2.5

Volatility: 5.3

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

172.7$

Current Price

172.7$

Potential

-0.00%

Expected Cash-Flows