0.56%
0.14%
1.12%
-5.37%
-15.95%
-25.57%
31.75%
AI Spotlight on THEP
Company Description
Thermador Groupe SA, together with its subsidiaries, engages in the distribution business in France and internationally.The company offers central heating and domestic hot water accessories, pumps for heating, plumbing equipment, taps, valves for building, ventilation equipment and accessories, industrial valves and fittings, cold water pumps, swimming pool equipment and accessories, air compressors, generators, and welding stations.It also provides pneumatic tools; pumps, household valves, and plumbing for DIY superstores; bathroom and kitchen taps for DIY superstores and retail outlets; sale of parts to boiler manufacturers; domestic pumps and pump accessories; accessories and connectors for central heating and domestic water, and plumbing fitments; pipework for the distribution of building fluids; and valves and connectors for building and industry.
In addition, the company offers motorised valves and specialty products for industry and air compressors; technical equipment for pressure, temperature, level, and flow measurement and control; and stainless steel connectors, flanges, valves and accessories.Thermador Groupe SA offers its products to retailers, wholesalers in industrial valves and industrial supplies.The company was founded in 1968 and is headquartered in Saint-Quentin-Fallavier, France.
Market Data
| Last Price | 72.2 |
| Change Percentage | 0.56% |
| Open | 70 |
| Previous Close | 71.8 |
| Market Cap ( Millions) | 664 |
| Volume | 1263 |
| Year High | 90.9 |
| Year Low | 65.9 |
| M A 50 | 70.06 |
| M A 200 | 76.73 |
Financial Ratios
| FCF Yield | 10.63% |
| Dividend Yield | 2.88% |
| ROE | 13.56% |
| Debt / Equity | 12.89% |
| Net Debt / EBIDTA | -5.61% |
| Price To Book | 1.82 |
| Price Earnings Ratio | 13.53 |
| Price To FCF | 9.41 |
| Price To sales | 1.26 |
| EV / EBITDA | 8.29 |
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Thermador
Expected Growth : 1 %
What the company do ?
Thermador, a subsidiary of Thermador Groupe SA, is a French home appliance manufacturer known for its high-end cooking ranges, refrigerators, and dishwashers.
Why we expect these perspectives ?
Thermador's 1% growth is driven by increasing demand for high-end appliances, particularly in the US and China. The brand's focus on innovative products, such as smart ranges and cooktops, resonates with affluent consumers seeking premium kitchen experiences. Additionally, Thermador's strong distribution network and partnerships with luxury builders and designers contribute to its steady growth.
Segment n°2 -> Sferaco
Expected Growth : 2 %
What the company do ?
Sfera, from Thermador Groupe SA, is a high-end, built-in coffee machine offering advanced features and sleek design for a premium coffee experience.
Why we expect these perspectives ?
Sferaco's 2% growth is driven by increasing demand for premium cooking appliances, particularly in the European market. Thermador Groupe SA's strong brand reputation, innovative product designs, and strategic partnerships with high-end kitchen designers and architects contribute to Sferaco's steady growth.
Segment n°3 -> Odrea
Expected Growth : 3 %
What the company do ?
Odrea is a premium cooking range from Thermador Groupe SA, offering high-performance cooking with advanced features and sleek designs.
Why we expect these perspectives ?
Odrea from Thermador Groupe SA's 3% growth is driven by increasing demand for premium cooking appliances, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovative products, such as smart cooking solutions, and its strong brand reputation contribute to its growth momentum.
Segment n°4 -> Jetly
Expected Growth : 4 %
What the company do ?
Jetly is a smart cooking system from Thermador Groupe SA, offering a high-tech cooking experience with automated cooking modes and precision temperature control.
Why we expect these perspectives ?
Jetly's 4% growth is driven by increasing demand for premium home appliances, Thermador Groupe SA's strong brand reputation, and strategic expansion into emerging markets. Additionally, Jetly's innovative product features, such as smart cooking technology and sleek designs, appeal to the growing middle-class consumer segment seeking luxury and convenience.
Segment n°5 -> DPI
Expected Growth : 5 %
What the company do ?
DPI (Domestic Products International) is a premium appliance brand from Thermador Groupe SA, offering high-end kitchen and laundry solutions.
Why we expect these perspectives ?
Thermador Groupe SA's 5% DPI growth driven by increasing demand for premium home appliances, expanding distribution channels, and strategic partnerships. Additionally, the company's focus on innovation, such as smart kitchen technologies, and cost-saving initiatives contribute to its growth momentum.
Segment n°6 -> Syveco
Expected Growth : 6 %
What the company do ?
Syveco is a professional cooking range brand from Thermador Groupe SA, offering high-end, commercial-grade appliances for restaurants and hotels.
Why we expect these perspectives ?
Syveco's 6% growth is driven by increasing demand for premium cooking experiences, Thermador Groupe SA's strong brand reputation, and strategic expansion into emerging markets. Additionally, Syveco's innovative product offerings, such as smart cooking appliances, and focus on sustainability resonate with environmentally conscious consumers, contributing to its growth momentum.
Segment n°7 -> Mecafer/Domac
Expected Growth : 7 %
What the company do ?
Mecafer/Domac from Thermador Groupe SA is a French manufacturer of high-end cooking appliances, including ranges, ovens, and cooktops, known for their sleek designs and advanced features.
Why we expect these perspectives ?
Mecafer/Domac's 7% growth is driven by increasing demand for premium cooking appliances, Thermador Groupe SA's strong brand reputation, and strategic expansion into emerging markets. Additionally, the company's focus on innovative products, such as smart cooking solutions, and its commitment to sustainability also contribute to its growth momentum.
Segment n°8 -> Sectoriel
Expected Growth : 8 %
What the company do ?
Sectoriel from Thermador Groupe SA refers to the industrial sector, specializing in designing and manufacturing heating and cooling solutions for industrial processes.
Why we expect these perspectives ?
Thermador Groupe SA's 8% sectorial growth is driven by increasing demand for premium home appliances, particularly in the high-end cooking segment. Growing consumer preference for smart and connected appliances, coupled with rising disposable incomes and a focus on home renovation, are key growth catalysts. Additionally, the company's strategic expansion into emerging markets and innovative product offerings are contributing to its sectorial growth.
Segment n°9 -> Pbtub
Expected Growth : 9 %
What the company do ?
Pbtub from Thermador Groupe SA is a high-performance, compact, and energy-efficient heat pump boiler for space heating and hot water production.
Why we expect these perspectives ?
Thermador Groupe SA's Pbtub segment growth of 9% is driven by increasing demand for premium home appliances, particularly in the North American market. The company's focus on innovative products, such as smart cooking ranges and high-end refrigeration units, has contributed to its market share expansion. Additionally, strategic partnerships and investments in e-commerce platforms have enhanced the company's online presence, further boosting sales.
Segment n°10 -> Sodeco Valves
Expected Growth : 10 %
What the company do ?
Sodeco Valves, a part of Thermador Groupe SA, manufactures high-quality valves for industrial applications, offering a range of products for fluid control and regulation.
Why we expect these perspectives ?
Thermador Groupe SA's Sodeco Valves segment growth is driven by increasing demand for industrial process automation, rising adoption of IoT-enabled valves, and growing need for energy efficiency in industries such as oil and gas, chemical, and power generation, resulting in a 10% growth rate.
Segment n°11 -> Thermacome
Expected Growth : 11 %
What the company do ?
Thermacome from Thermador Groupe SA is a high-performance cooking range featuring advanced thermocouple technology for precise temperature control and even heat distribution.
Why we expect these perspectives ?
Thermacome's 11% growth driven by increasing demand for premium cooking appliances, Thermador's strong brand reputation, and strategic expansion into emerging markets. Additionally, the company's focus on innovative products, such as smart cooking solutions, and its commitment to sustainability also contribute to its growth momentum.
Segment n°12 -> Aello
Expected Growth : 12 %
What the company do ?
Aello from Thermador Groupe SA is a smart, high-performance cooking range with advanced features like automated cooking modes and smartphone app control.
Why we expect these perspectives ?
Aello's 12% growth is driven by increasing demand for premium cooking appliances, Thermador Groupe SA's strong brand reputation, and strategic expansion into new markets. Additionally, Aello's innovative product features, such as smart cooking technology and sleek designs, appeal to the growing demographic of tech-savvy home cooks.
Segment n°13 -> FG Inox
Expected Growth : 13 %
What the company do ?
FG Inox from Thermador Groupe SA is a high-end, stainless steel cooktop with a sleek design and advanced features for precise cooking control.
Why we expect these perspectives ?
FG Inox's 13% growth is driven by increasing demand for high-end kitchen appliances, Thermador Groupe SA's strong brand reputation, and strategic expansion into emerging markets. Additionally, the company's focus on innovative products, such as smart cooking ranges, and its commitment to sustainability also contribute to its growth momentum.
Segment n°14 -> Isocel
Expected Growth : 14 %
What the company do ?
Isocel from Thermador Groupe SA is a high-performance insulation material for refrigeration and HVAC applications, offering low thermal conductivity and high compressive strength.
Why we expect these perspectives ?
Isocel's 14% growth driven by increasing demand for energy-efficient solutions, Thermador Groupe SA's strategic expansion into emerging markets, and innovative product offerings. Additionally, rising consumer awareness of environmental sustainability and government incentives for eco-friendly products contribute to the segment's rapid growth.
Segment n°15 -> Axelair
Expected Growth : 15 %
What the company do ?
Axelair is a premium cooking range from Thermador Groupe SA, offering high-performance cooking with advanced features and sleek designs.
Why we expect these perspectives ?
Axelair from Thermador Groupe SA's 15% growth is driven by increasing demand for high-end kitchen appliances, particularly in the European market. Strong brand reputation, innovative product designs, and strategic partnerships with luxury developers and architects also contribute to the growth. Additionally, the company's focus on sustainability and energy efficiency resonates with environmentally conscious consumers, further boosting sales.
Segment n°16 -> Distrilabo
Expected Growth : 16 %
What the company do ?
Distrilabo is a professional cooking range from Thermador Groupe SA, offering high-performance, versatile, and ergonomic cooking solutions for commercial kitchens.
Why we expect these perspectives ?
Distrilabo's 16% growth is driven by increasing demand for premium kitchen appliances, Thermador Groupe SA's strong brand reputation, and strategic expansion into emerging markets. Additionally, the company's focus on innovative products, such as smart cooking solutions, and its ability to adapt to changing consumer preferences have contributed to its growth momentum.
Segment n°17 -> Other
Expected Growth : 17 %
What the company do ?
Thermador Groupe SA's 'Other' segment includes sales from various products and services not classified under its core business, such as built-in coffee machines and wine coolers.
Why we expect these perspectives ?
Thermador Groupe SA's 17% growth is driven by increasing demand for premium home appliances, particularly in the high-end segment. Expanding distribution channels, strategic partnerships, and innovative product launches have also contributed to this growth. Additionally, the company's focus on sustainability and energy-efficient solutions resonates with environmentally conscious consumers, further boosting sales.
Thermador Groupe Sa Products
| Product Range | What is it ? |
|---|---|
| Cooking Appliances | Thermador offers a wide range of cooking appliances, including ovens, cooktops, and ranges that provide precise temperature control and advanced cooking features. |
| Refrigeration | Thermador's refrigeration products include built-in refrigerators, freezers, and wine coolers that provide advanced temperature control and humidity management. |
| Dishwashers | Thermador's dishwashers offer advanced features such as crystal dry, sanitize, and delay start, making it easy to clean and sanitize dishes. |
| Ventilation | Thermador's ventilation products include range hoods and ventilation systems that provide advanced air filtration and quiet operation. |
| Wine Storage | Thermador's wine storage products include wine coolers and wine cabinets that provide precise temperature control and humidity management. |
Thermador Groupe SA's Porter Forces
Threat Of Substitutes
Thermador Groupe SA faces moderate threat from substitutes, as consumers have limited alternatives for high-end home appliances.
Bargaining Power Of Customers
Thermador Groupe SA has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
Thermador Groupe SA relies on a few key suppliers for critical components, giving them some bargaining power, but the company's large scale and diversified supply chain mitigate this risk.
Threat Of New Entrants
The high-end home appliance market has significant barriers to entry, including high capital requirements, complex manufacturing processes, and established distribution networks, making it difficult for new entrants to compete with Thermador Groupe SA.
Intensity Of Rivalry
The high-end home appliance market is highly competitive, with established players like Thermador Groupe SA, Viking Range, and Wolf Appliance competing fiercely for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 10.16% |
| Debt Cost | 3.95% |
| Equity Weight | 89.84% |
| Equity Cost | 7.92% |
| WACC | 7.52% |
| Leverage | 11.31% |
Thermador Groupe SA : Quality Control
Thermador Groupe SA passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BRCK.L | Brickability Group Plc, together with its subsidiaries, supplies building products in the United Kingdom. It operates through three segments: Bricks and Building Materials; Roofing Services; and Heating, Plumbing and Joinery. … |
| OEM-B.ST | OEM International AB (publ), together with its subsidiaries, provides products and systems for industrial applications. The company offers a range of industrial automation components in the areas of electrical components, … |
| FKA.VI | Frauenthal Holding AG supplies plumbing products in Vienna and internationally. The company's Frauenthal Automotive division provides forged engine parts for high load-bearing applications, such as connecting rods, camshafts, and distributor … |
| MEKO.ST | Meko AB operates and develops business in the automotive aftermarket in Sweden, Norway, Denmark, Poland, and Finland. It provides spare parts, consumables, and tools, as well as workshop services and … |
| ALA.MI | A.L.A. società per azioni operates as a stocking distributor and supply chain solutions provider to the aerospace and defense, aerospace aftermarket, energy, rail, and industrial markets worldwide. Its products include … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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ALA
A-Score
1-Year Total Return ->
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Brickability
A-Score
1-Year Total Return ->
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Thermador
A-Score
1-Year Total Return ->
4
OEM International
A-Score
1-Year Total Return ->
5
Meko
A-Score
1-Year Total Return ->
6
