Added to YB: 2026-10-13
Pitch date: 2026-10-09
AG1.DE [bullish]
AUTO1 Group SE
+6.63%
current return
Author Info
Ex-PE/HF investor | Asymmetric value opportunities in temporarily unloved industries | CAGR: 26.0% (Nov-22 to Sep-26). Sign up for the newsletter.
Company Info
AUTO1 Group SE, a technology company, operates a digital automotive platform for buying and selling used cars online in Germany, France, Spain, Italy, and internationally.
Market Cap
EUR 3.7B
Pitch Price
EUR 16.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
24.56
P/E
44.71
EV/Sales
0.50
Sector
Specialty Retail
Category
growth
AUTO1 | The European Carvana at 1/17 the Price
AG1.DE (monitor): AUTO1 is Europe’s largest used-car retailer, with ~960k units at the Q2 2026 run-rate and only ~3.5% market share; its higher-margin Autohero retail arm is growing 40% while the group trades at 1/17 Carvana’s market value despite similar total volumes. The online network should gain cost and selection advantages with scale, but the case still hinges on unprovided ROCE, pre-growth earnings, utilization economics, valuation and risks.
Read full article (19 min)