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Ferrari Group | November 2025
Season 2 Episode 37
If you voted for Ferrari Group in the community and thought this analysis was going to be about red and fast sports cars, I might have to disappoint you. This analysis isn’t about the iconic luxury brand Ferrari. Apart from the name, which is just a coincidence, the companies don’t have a lot in common.
Both companies have Italian roots and both are related to the luxury segment. While Ferrari produces and sells luxury goods, Ferrari Group transports luxury products. The company has become a luxury logistics company with worldwide operations. Here, you can think of expensive Rolex watches, precious stones, diamonds and jewelry. Producers, distributors and dealers do not ship these expensive goods via Amazon- or DHL freight. That’s simply too risky. Instead, many luxury brands rely on Ferrari Group when transporting goods to customers or other locations.
Ferrari Group has been listed on the Amsterdam stock exchange since the 13th of February 2025. It makes it a relatively new company for me, but I like some of their characteristics. The company has strong free cash flow conversion, seems to have a low valuation and shows signs of a clear moat. With less than €800 million in market cap, significant insider ownership and a low free float of shares, this could be a great opportunity in the stock market. Now you know that we are not talking about the luxury car producer Ferrari, we will refer to ‘Ferrari Group’ as ‘Ferrari’ from now on. Let’s dive in!
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
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Published on 9 hours ago