
Sto SE & Co. KGaA (0G5B.L)
ValueMarkers Composite Index
45% below intrinsic value ($211)
Sto SE & Co. KGaA (0G5B.L) — VMCI valuation read
0G5B.L screens at VMCI 64/100, a 14-point gap above the Basic Materials sector median (50). For a mid-cap Sto SE & Co. KGaA share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.
0G5B.L has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.
**Investor frame.** Value: 0G5B.L trades at 22.0x earnings, 22% above the Basic Materials median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Basic Materials group. Quality: ROIC of 12.0% sits 2.0pp above the Basic Materials median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 0.8x leaves covenant headroom, which sets the rate-cycle exposure for Sto SE & Co. KGaA.
0G5B.L rose 1.9% over the trailing 7 days, with a -22.7% read on a 30-day basis.
Sto SE & Co. KGaA engages in the manufacture and sale of products and systems for building coatings in Europe, the United States, the Asia Pacific, and internationally. It offers facade systems, including external wall insulation and rainscreen cladding facade systems; facade coatings, such as render and paint systems; and interior products comprising plaster and paint systems for home and office interiors, decorative coatings, and interior claddings, as well as interior products for surface decoration that include paints, patterns, materials, and textures. The company also provides acoustic systems, which comprise acoustic board systems, acoustic sails, and acoustic plaster finishes that allow various textures, shapes, and colors; floor coatings for industrial facilities, trade and public facilities, parking decks, cleanrooms, and balconies; and concrete restoration products. In addition, it offers insulants, carrier boards for acoustic systems, rainscreen cladding systems, architectural elements, brick surfaces, outdoor ceramics, interior tiles, paints and lacquers, and glass granulates. Further, the company provides integrated solutions for façade insulation, interiors, acoustics, floor coatings, and concrete restoration. It serves professional applicators, such as painters, plasterers, and building contractors, as well as architects, planning offices, and real estate industry through direct and multi-stage distribution systems. The company was formerly known as Sto AG and changed its name to Sto SE & Co. KGaA in March 2014. The company is headquartered in Stühlingen, Germany. Sto SE & Co. KGaA is a subsidiary of Stotmeister Beteiligungs GmbH.
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