ANTIN (Antin Infrastructure Partners SAS) vs DAX Index Comparison

ANTIN

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ANTIN

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ANTIN

DAX Index

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DAX Index

ANTIN

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Antin Infrastructure Partners SAS
Glance View

Market Cap

1.9B EUR

Industry

Financial Services

Antin Infrastructure Partners SAS is a vital player in the infrastructure investment scene, with its origins tracing back to 2007 when it was established by Alain Rauscher and Mark Crosbie. The company carved out its niche by focusing on investing in essential infrastructure assets in Europe and North America. Its operations revolve around managing funds that aggregate capital from various institutional investors, including pension funds, insurance companies, and sovereign wealth funds. Antin deploys these funds into crucial sectors such as energy and environment, telecommunications, transportation, and social infrastructure. By meticulously selecting this blend of touchstone industries, the firm positions itself at the heart of economies and the daily lives of the people within them, essentially making a pact with stability and long-term growth. The revenue model for Antin is centered on the strategic ownership and management of infrastructure assets. These assets generate stable and predictable cash flow from user fees, government payments, or long-term service contracts. Antin leverages these income streams to deliver returns to their investors, which are often achieved through one of two main avenues: dividends or asset appreciation upon exit. The company’s keen emphasis on operational efficiencies and strategic enhancements enables assets to increase in value over time, providing potentially lucrative exits through either sale or recapitalization. By sticking to this disciplined investment process, Antin ensures a cycle of growth for both its assets and investors, cementing its reputation as a prudent and insightful steward of capital in the infrastructure domain.

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ANTIN Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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ANTIN

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DAX Index

Stocks Performance
ANTIN vs DAX Index

Performance Gap
ANTIN vs DAX Index

Performance By Year
ANTIN vs DAX Index

Competitors Performance
Antin Infrastructure Partners SAS vs Peers

Antin Infrastructure Partners SAS
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ANTIN vs DAX Index

Stocks Performance ANTIN vs DAX Index

Performance Gap ANTIN vs DAX Index

Performance By Year ANTIN vs DAX Index

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Antin Infrastructure Partners SAS Glance View

Company

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Stocks

ANTIN

vs

DAX Index

Stocks Performance
ANTIN vs DAX Index

Performance Gap
ANTIN vs DAX Index

Performance By Year
ANTIN vs DAX Index

Competitors Performance
Antin Infrastructure Partners SAS vs Peers

Antin Infrastructure Partners SAS
Glance View