Global Blue soars 54% following InvestingPro’s January 2024 Fair Value call

Published 29/04/2025, 12:06
Global Blue soars 54% following InvestingPro’s January 2024 Fair Value call

When InvestingPro’s Fair Value models identified Global Blue Group Holding AG (NYSE:GB) as significantly undervalued in January 2024, the stock was trading at just $4.62. Today, this call has proven remarkably accurate, with shares reaching $7.43 - delivering a 54.55% return for investors who followed the analysis. For investors seeking similar opportunities, check out our regularly updated Most undervalued list.

Global Blue, a leading provider of tax-free shopping solutions and payment services, showed strong potential despite market skepticism early last year. The company’s fundamentals suggested a disconnect between market price and intrinsic value, with InvestingPro’s Fair Value analysis indicating a 40.48% upside potential at the time of identification.

The company’s subsequent performance has validated this analysis. Since January 2024, Global Blue has demonstrated impressive fundamental growth, with revenue increasing from $445.84 million to $503.82 million, while EBITDA surged from $108.40 million to $152.11 million. Perhaps most notably, earnings per share grew from $0.10 to $0.28, reflecting the company’s improving operational efficiency and market position.

Recent quarterly results have continued to support the original investment thesis. The company reported strong Q3 performance, consistently beating EPS forecasts and showing robust growth in its core tax-free shopping business. This performance has been particularly impressive given the broader market conditions, with the stock now trading near its 52-week high of $8.00.

InvestingPro’s Fair Value methodology combines multiple valuation approaches, including discounted cash flow analysis, peer comparisons, and market multiples, to identify pricing inefficiencies. In Global Blue’s case, the model accurately identified both the magnitude and timing of the potential appreciation, with the stock reaching its target price within the anticipated timeframe.

For investors looking to identify similar opportunities, InvestingPro’s comprehensive suite of tools and analyses can help uncover undervalued stocks before the market recognizes their potential. Learn more about InvestingPro to access Fair Value analyses, real-time alerts, and advanced financial metrics that could help you identify the next Global Blue-like opportunity.

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