Trigano builds motorhomes and caravans under brands such as Étrusco, Chausson and Dethleffs, and sells them through a dealer network across Europe, which makes it one of the continent's larger leisure vehicle makers. The core advantage is scale in a fragmented, dealer-driven market, where a broad brand portfolio and a large distribution footprint are hard for smaller rivals to match. Revenue is growing 6.2% and the gross margin sits at 32.8%, while the operating margin of 8.9% leaves less room for error if the cycle turns. At 9.5x trailing and 7.9x forward earnings, with a 12.3% ROE, the market is pricing the stock as a cyclical leisure name rather than a compounder, and that gap is what warrants a closer look at volume trends, dealer inventory and the margin path.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | €144 | first publication | €126 |
| 22 Oct 2026, 13:04 CEST | Rating | Undervalued | first publication | €126 |
| 22 Oct 2026, 13:04 CEST | Fair value | €178 | first publication | €126 |
Answered from Trigano S.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TRI.PA Trigano S.A. | €125.00 | €178 | 30% below | 9.5x | 12.3% | 68 | 58 |
| HOG Harley-Davidson Inc. Common Stock | $29.11 | $50 | 42% below | 15.9x | 6.1% | 47 | 54 |
| PII Polaris Inc. Common Stock | $56.69 | $61 | 7% below | - | -25.6% | 26 | 39 |
| PATK Patrick Industries Inc. Common Stock | $70.27 | $77 | 9% below | 16.7x | 13.0% | 48 | 49 |
| LCII LCI Industries | $86.60 | $127 | 32% below | 10.0x | 15.0% | 47 | 52 |
| THO Thor Industries Inc. Common Stock | $70.71 | $108 | 34% below | 20.7x | 4.1% | 34 | 33 |
| DOO BRP Inc. Common Subordinate Voting Shares | $58.54 | $70 | 16% below | 51.4x | 27.2% | 40 | 54 |
Where TRI.PA ranks against its sector peers on each metric.