Added to YB: 2026-10-16
Pitch date: 2026-10-14
RACE [bullish]
Ferrari N.V.
+0.86%
current return
Author Info
No bio for this author
Company Info
Ferrari N.V., through its subsidiaries, engages in design, engineering, production, and sale of luxury performance sports cars worldwide.
Market Cap
EUR 67.6B
Pitch Price
EUR 349.80
Price Target
N/A
Dividend
1.03%
EV/EBITDA
27.69
P/E
38.06
EV/Sales
9.43
Sector
Automobiles
Category
growth
Luxury, Scarcity, and Desire - Ferrari N.V.
RACE (overview): Ferrari’s deliberate unit scarcity supports higher value per car rather than volume growth: Q2 2026 delivered 3,366 cars during a planned model changeover, yet generated €1.94B of revenue, a 31.2% EBIT margin and €463M of net profit. The order book covers 2027, while richer mix and above-plan personalization drove growth. The risk is that excessive waits hurt conversion or personalization reaches its ceiling, leaving volume as the remaining lever.
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