DIE (D'Ieteren Group NV) vs DAX Index Comparison

DIE

DAX Index

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DIE

DAX Index

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DIE

DAX Index

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Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

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DAX Index

DIE

GPC

POOL

LKQ

INCH

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D'Ieteren Group NV
Glance View

Market Cap

8.2B EUR

Industry

Distributors

D'Ieteren Group NV, a storied entity rooted in Belgian heritage, has grown from its 1805 origins as a family-run carriage maker into a multifaceted holding company with diverse interests across the globe. Situated in the heart of Brussels, the company is known for its strategic knack in managing and investing in long-term sustainable businesses. Anchored in the ethos of resilience and innovation, D'Ieteren Group is primarily associated with the automotive sector through its role as a significant importer and distributor of Volkswagen vehicles in Belgium, a market presence that dates back to the mid-20th century. This segment is the cornerstone of the group's revenue, providing a steady stream of income supported by an expansive network of dealerships and a well-curated catalog of brands that also include Audi, Porsche, and Seat among others. Yet, D'Ieteren's identity is not confined solely to the automotive sphere. The company has astutely diversified its portfolio by investing in sectors that promise growth and durability. An illustrative example is its ownership stake in Belron, the world's largest vehicle glass repair and replacement group, famous for brand names like Carglass. Through this investment, D'Ieteren taps into the service-oriented side of the automotive industry, garnering substantial revenues from insurance companies and retail customers who require glass repair solutions. In addition, the group's venture into the world of art, with Moleskine – the iconic notebook brand, demonstrates its ability to blend tradition with creative innovation. By capitalizing on premium brand positioning and a deep understanding of consumer value, D'Ieteren Group charts a path that marries historical roots with future-forward vision, ensuring its growth and relevance in an ever-evolving global market.

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DIE 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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DIE

vs

DAX Index

Stocks Performance
DIE vs DAX Index

Performance Gap
DIE vs DAX Index

Performance By Year
DIE vs DAX Index

Competitors Performance
D'Ieteren Group NV vs Peers

D'Ieteren Group NV
Glance View

Company

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DIE vs DAX Index

Stocks Performance DIE vs DAX Index

Performance Gap DIE vs DAX Index

Performance By Year DIE vs DAX Index

Competitors Performance D'Ieteren Group NV vs Peers

D'Ieteren Group NV Glance View

Company

Help

Tools

Stocks

DIE

vs

DAX Index

Stocks Performance
DIE vs DAX Index

Performance Gap
DIE vs DAX Index

Performance By Year
DIE vs DAX Index

Competitors Performance
D'Ieteren Group NV vs Peers

D'Ieteren Group NV
Glance View