(EXO) Exor - Overview

Exchange: AS • Country: Netherlands • Currency: EUR • Type: Common Stock • ISIN: NL0012059018

Stock: Luxury Cars, Commercial Vehicles, Agricultural Equipment, Media, Sportswear

Total Rating 37
Risk 85
Buy Signal -1.05
Risk 5d forecast
Volatility 23.5%
Relative Tail Risk -1.76%
Reward TTM
Sharpe Ratio -1.08
Alpha -37.97
Character TTM
Beta 0.861
Beta Downside 1.346
Drawdowns 3y
Max DD 34.29%
CAGR/Max DD -0.01

EPS (Earnings per Share)

EPS (Earnings per Share) of EXO over the last years for every Quarter: "2021-03": -5.12, "2021-06": null, "2021-09": null, "2021-12": null, "2022-03": 1.32, "2022-06": 5.68, "2022-09": 0, "2022-12": null, "2023-03": 6.86, "2023-06": 0, "2023-09": 0, "2023-12": 16.1, "2024-03": 0, "2024-06": 0, "2024-09": 0, "2024-12": -0.11, "2025-06": -3.01,

Revenue

Revenue of EXO over the last years for every Quarter: 2021-03: 8070, 2021-06: 16140, 2021-09: 8738.5, 2021-12: 17477, 2022-03: 9341.5, 2022-06: 18683, 2022-09: 11580.5, 2022-12: 23161, 2023-03: 10683.5, 2023-06: 21367, 2023-09: 11687.5, 2023-12: 23375, 2024-03: null, 2024-06: 15140, 2024-09: null, 2024-12: 255, 2025-06: -557,

Description: EXO Exor March 01, 2026

Exor N.V. (EXO) is a diversified holding company headquartered in Amsterdam that controls leading businesses across automotive, agriculture, construction, media, and sports. Its portfolio includes luxury sports cars (Ferrari), mass-market vehicle brands (Stellantis group), agricultural and construction equipment (CNH Industrial, Iveco), the Juventus football club, and major publishing assets such as The Economist and La Repubblica.

In FY 2023 Exor reported €108 billion in consolidated revenue, a 5 % increase year-over-year, and net profit of €5.2 billion, supported by strong earnings from Stellantis (+7 % EBIT) and a 12 % rise in Ferrari’s operating margin. The group maintained a dividend yield of roughly 4.2 % and an EV/EBITDA multiple of 8.5×, placing it at the lower end of the automotive-industry average.

Key drivers for Exor’s segments include the global shift toward electric vehicles and stricter emissions standards boosting demand for powertrain and EV technologies, robust infrastructure spending in Europe and North America fueling sales of construction and agricultural equipment, and accelerating digital transformation in media and advertising that benefits its publishing and data-analytics businesses.

For deeper insights, you may explore ValueRay’s analysis.

Piotroski VR‑10 (Strict, 0-10) 8.0

Net Income: 16.08b TTM > 0 and > 6% of Revenue
FCF/TA: 0.15 > 0.02 and ΔFCF/TA 10.08 > 1.0
NWC/Revenue: 2.21% < 20% (prev 23.13%; Δ -20.91% < -1%)
CFO/TA 0.14 > 3% & CFO 5.66b > Net Income 16.08b
Net Debt (2.01b) to EBITDA (19.77b): 0.10 < 3
Current Ratio: 2.21 > 1.5 & < 3
Outstanding Shares: last quarter (207.6m) vs 12m ago -7.78% < -2%
Gross Margin: 53.97% > 18% (prev 0.24%; Δ 5373 % > 0.5%)
Asset Turnover: 56.71% > 50% (prev 70.58%; Δ -13.88% > 0%)
Interest Coverage Ratio: 131.4 > 6 (EBITDA TTM 19.77b / Interest Expense TTM 137.0m)

Altman Z'' 10.00

A: 0.02 (Total Current Assets 1.55b - Total Current Liabilities 701.0m) / Total Assets 40.00b
B: -0.02 (Retained Earnings -624.0m / Total Assets 40.00b)
C: 0.27 (EBIT TTM 18.00b / Avg Total Assets 67.39b)
D: 10.35 (Book Value of Equity 37.70b / Total Liabilities 3.64b)
Altman-Z'' Score: 12.75 = AAA

Beneish M -3.52

DSRI: 0.01 (Receivables 160.0m/29.71b, Revenue 38.21b/66.90b)
GMI: 0.45 (GM 53.97% / 24.42%)
AQI: 2.44 (AQ_t 0.96 / AQ_t-1 0.39)
SGI: 0.57 (Revenue 38.21b / 66.90b)
TATA: 0.26 (NI 16.08b - CFO 5.66b) / TA 40.00b)
Beneish M-Score: -3.52 (Cap -4..+1) = AAA

What is the price of EXO shares?

As of March 03, 2026, the stock is trading at EUR 72.30 with a total of 314,837 shares traded.
Over the past week, the price has changed by -0.89%, over one month by +3.80%, over three months by +1.26% and over the past year by -23.57%.

Is EXO a buy, sell or hold?

Exor has no consensus analysts rating.

What are the forecasts/targets for the EXO price?

Issuer Target Up/Down from current
Wallstreet Target Price 114 57.7%
Analysts Target Price - -

EXO Fundamental Data Overview March 02, 2026

Market Cap USD = 28.76b (24.38b EUR * 1.1794 EUR.USD)
P/S = 1.7692
P/B = 0.4121
Revenue TTM = 38.21b EUR
EBIT TTM = 18.00b EUR
EBITDA TTM = 19.77b EUR
Long Term Debt = 3.04b EUR (from longTermDebt, last fiscal year)
Short Term Debt = 629.0m EUR (from shortTermDebt, last quarter)
Debt = 3.54b EUR (from shortLongTermDebtTotal, last quarter)
Net Debt = 2.01b EUR (from netDebt column, last quarter)
Enterprise Value = 26.39b EUR (24.38b + Debt 3.54b - CCE 1.53b)
Interest Coverage Ratio = 131.4 (Ebit TTM 18.00b / Interest Expense TTM 137.0m)
EV/FCF = 4.34x (Enterprise Value 26.39b / FCF TTM 6.08b)
FCF Yield = 23.05% (FCF TTM 6.08b / Enterprise Value 26.39b)
FCF Margin = 15.92% (FCF TTM 6.08b / Revenue TTM 38.21b)
Net Margin = 42.09% (Net Income TTM 16.08b / Revenue TTM 38.21b)
Gross Margin = 53.97% ((Revenue TTM 38.21b - Cost of Revenue TTM 17.59b) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 0.66 (Enterprise Value 26.39b / Total Assets 40.00b)
Interest Expense / Debt = 0.68% (Interest Expense 24.0m / Debt 3.54b)
Taxrate = 0.62% (91.0m / 14.76b)
NOPAT = 17.89b (EBIT 18.00b * (1 - 0.62%))
Current Ratio = 2.21 (Total Current Assets 1.55b / Total Current Liabilities 701.0m)
Debt / Equity = 0.10 (Debt 3.54b / totalStockholderEquity, last quarter 36.35b)
Debt / EBITDA = 0.10 (Net Debt 2.01b / EBITDA 19.77b)
Debt / FCF = 0.33 (Net Debt 2.01b / FCF TTM 6.08b)
Total Stockholder Equity = 34.04b (last 4 quarters mean from totalStockholderEquity)
RoA = 23.87% (Net Income 16.08b / Total Assets 40.00b)
RoE = 47.24% (Net Income TTM 16.08b / Total Stockholder Equity 34.04b)
RoCE = 48.53% (EBIT 18.00b / Capital Employed (Equity 34.04b + L.T.Debt 3.04b))
RoIC = 38.22% (NOPAT 17.89b / Invested Capital 46.80b)
WACC = 8.02% (E(24.38b)/V(27.92b) * Re(9.09%) + D(3.54b)/V(27.92b) * Rd(0.68%) * (1-Tc(0.01)))
Discount Rate = 9.09% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -4.06%
[DCF] Terminal Value 81.19% ; FCFF base≈5.60b ; Y1≈6.90b ; Y5≈11.76b
[DCF] Fair Price = 971.5 (EV 197.77b - Net Debt 2.01b = Equity 195.76b / Shares 201.5m; r=8.02% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: -18.74 | EPS CAGR: 477.7% | SUE: -4.0 | # QB: 0
Revenue Correlation: -48.46 | Revenue CAGR: -45.53% | SUE: 0.14 | # QB: 0
EPS next Year (2026-12-31): EPS=-3.49 | Chg7d=-5.418 | Chg30d=-5.418 | Revisions Net=+0 | Growth EPS=+76.1% | Growth Revenue=+0.0%

Additional Sources for EXO Stock

Fund Manager Positions: Dataroma | Stockcircle