Risk factor
Very poor trading liquidity
Profitability factor
Greatly undervalued vs peers
About
Semperit AG Holding (SEIGF) is a global enterprise specializing in the development, production, and distribution of rubber-based products, catering to both the medical and industrial sectors. The company's diverse activities are organized into five primary segments: Sempermed, Semperflex, Sempertrans, Semperform, and Semperseal. The Sempermed division manufactures a range of medical gloves, including examination and surgical types, as well as protective gloves designed for industrial, commercial, and personal use. Semperflex is dedicated to creating and supplying hydraulic and industrial hoses that are essential components in construction, transportation, mining operations, and agricultural machinery. Sempertrans focuses on producing textile and steel-cord conveyor belts, which find extensive application in mining, steel production, cement manufacturing, civil engineering, transport, and power generation facilities. Within the Semperform segment, the company develops specialized products such as escalator handrails, rubber rings for ropeways, anti-vibration membranes for skis and snowboards, and bespoke injection-molded and extruded components engineered for sealing or damping purposes. Lastly, Semperseal offers elastomeric and sealing profiles for architectural elements like windows, doors, and facades, alongside resilient, wear-resistant protective elastomer sheeting. Founded in 1824, Semperit AG Holding has its corporate headquarters situated in Vienna, Austria.
Company Valuation
Based on key historical and expected multiples, the stock is greatly undervalued relative to its peers. In particular, the stock is underpriced on P/E, 'cheap' on EV/EBIT