Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SFER.MI
HOLDREMOVESalvatore Ferragamo S.p.A. · Consumer Cyclical · Italy · $1.8B · Avg Vol: $9M/d
Salvatore Ferragamo is a struggling luxury brand undergoing a multi-year turnaround. This violates the Terry Smith lens of avoiding turnarounds and broken business models in favor of established compounders.
COMPANY DESCRIPTION
Salvatore Ferragamo S.p.A. is an iconic Italian luxury goods house specializing in high-end footwear, leather goods, and apparel. The brand leverages its historic heritage, artisanal craftsmanship, and vertically integrated Italian manufacturing to command premium pricing. It operates a global retail network, positioning itself as a prominent player in the ultra-luxury segment.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.4B | 1.3B | 1.2B | 1.1B | -7.9% |
| EPS | — | 0.48 | 0.18 | -0.47 | -0.34 | -62.5% |
| Shares | — | 168.8M | 168.8M | 168.8M | 168.8M | 0.0% |
| Debt | 72.6M | 691.4M | 904.7M | 903.0M | 786.3M | 81.4% |
| Equity | — | 859.7M | 824.7M | 707.9M | 676.1M | -7.7% |
| Op CF | — | 305.4M | 134.4M | 195.1M | 125.0M | -25.8% |
| Inv CF | — | -75.3M | -110.9M | -98.2M | -41.2M | — |
| Fin CF | — | -369.7M | -171.6M | -128.0M | -143.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of SFER.MI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SFER.MI | Salvatore Ferragamo S.p.A.(you) | $1.8B | 48 | HOLD |
| BC.MI | Brunello Cucinelli S.p.A. | $6.4B | 30 | SELL |
| FPE.MI | Fope S.p.A. | $402M | 83 | STRONG BUY |
| 1913.HK | Prada S.p.A. | $12.7B | 83 | STRONG BUY |
| PIA.MI | Piaggio & C. SpA | $659M | 57 | HOLD |
| BAN.MI | BasicNet S.p.A. | $384M | 37 | HOLD |
| TGYM.MI | Technogym S.p.A. | $3.7B | 76 | BUY |
| OVS.MI | OVS S.p.A. | $1.8B | 90 | STRONG BUY |
| IMS.MI | Immsi S.p.A. | $191M | 47 | HOLD |
| ZV.MI | Zignago Vetro S.p.A. | $719M | 76 | BUY |
Peer medians: ROE 9.8% · P/E 23.4x · Gross margin 49.6%