Company Deep Dive
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1910.HK
BuyUnloved QualityFLAGSamsonite Group S.A. · Consumer Cyclical · Luxembourg · $2.2B · Avg Vol: $7M/d
Samsonite has quality Q71 and value V86 with net insider buying of 0.10% and a buyback across 13 filing days retiring 1.40% of shares, corroboration on both counts, but momentum at M25 is well below the calibrated floor. A 5.3% earnings cut is separately adverse.
COMPANY DESCRIPTION
Samsonite Group S.A. stands as the world's largest designer, manufacturer, and distributor of luggage, travel bags, and accessories, operating a robust portfolio of brands including Samsonite, Tumi, and American Tourister. The company's competitive moat is defined by its unparalleled brand recognition, extensive global distribution channels, and a reputation for product quality and innovation across diverse market segments. Samsonite maintains a dominant global market position by effectively catering to various consumer needs and price points within the travel goods industry.
FINANCIAL SUMMARY (HKD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 22.6B | 28.9B | 28.1B | 27.4B | 6.7% | 27.6B | 27.7B | 28.7B | 2.3% |
| EPS (HKD) | 0.08 | 1.71 | 2.27 | 1.87 | 1.63 | 113.7% | 1.51 | 1.43 | 1.58 | -1.6% |
| Shares | — | 1.4B | 1.4B | 1.4B | 1.4B | -3.6% | 1.4B | — | — | — |
| Debt | — | 18.7B | 18.0B | 18.2B | 18.6B | -0.3% | 18.3B | — | — | — |
| Equity | — | 8.1B | 11.4B | 11.6B | 12.6B | 15.8% | — | — | — | — |
| Op CF | — | 2.2B | 4.2B | 4.4B | 4.0B | 22.2% | 4.6B | — | — | — |
| Inv CF | — | -492.4M | -863.3M | -874.3M | -735.5M | — | — | — | — | — |
| Fin CF | — | -6.9B | -2.7B | -3.6B | -3.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 1910.HK are excluded.
Peer medians: ROE 4.9% · P/E 100.2x · Gross margin 40.3%