Who are Exor's main competitors?

Named competitors: Groupe Bruxelles Lambert (private or unlisted), Wendel (MF.PA), Berkshire Hathaway (BRK-B). The cockpit's measured peer set (industry) also includes Ts Financial (2887.TW), Industrivarden (INDU-A.ST), China Resources New Energy (001248.SZ), HAL Trust (HAL.AS), Julius Baer Gruppe (BAER.SW), Jio Financial Services (JIOFIN.NS).

Is Exor expensive compared with its peers?

On forward p/e it trades at 26.3× against a peer median of 12.2×, 3rd most expensive of 12 in its peer set.

How has Exor stock performed?

Over six months to 6 Nov 2026 the shares returned +10.0% against +3.1% for the median peer; over one year -4.1%.

← CockpitCompetitor Analysis › EXO.AS Exor N.v.Open in the cockpit ↗

Exor N.v.EXO.ASCompetitor analysis, valuation and peers

Netherlands · EUR·Financials›Financial Conglomerates

Agnelli family's diversified holding company, controlling Ferrari, Stellantis, CNH Industrial and other stakes.

≈ A European Berkshire Hathaway/LoewsMomentum strong 72

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$26.2B

US dollars, full cap

Free float

42%

of shares outstanding

$/day

$20.4M

20-day average traded

Fwd P/E

26.3×

forward earnings

ROIC−WACC

n/a

WACC 6.3%

Hurdle

n/a

no reverse DCF

Next earnings

145 days

31 Mar 2027

Close · EUR€73.35

1D+0.2%

1W+3.0%

1M+6.9%

3M+3.3%

6M+10.0%

YTD+1.2%

1Y-4.1%

ATR %2.3%

52w lowhigh5.9% off high

What Exor does

Agnelli family's diversified holding company, controlling Ferrari, Stellantis, CNH Industrial and other stakes.

Earns dividends from its listed holdings and gains when it sells stakes, and recycles the proceeds into new holdings; its value is the worth of those stakes, not operating profit. Ferrari is the largest by value, followed by Stellantis and CNH, which came from the old Fiat group. It sold the reinsurer PartnerRe in 2022.

In one line: A European Berkshire Hathaway/Loews.

Products and services

Ferrari stake
Stellantis stake
CNH Industrial stake
Philips stake

Where it sits in the supply chain

Financial holding
Diversified family holding company
Controlling/minority equity stakes

What could go right

Ferrari earnings/brand strength
Capital redeployment into new stakes

What could go wrong

Holding-company discount
Concentration in cyclical autos (Stellantis, CNH)

Moat: narrow (scale). Value derives from quality of underlying holdings (Ferrari, Stellantis) rather than an operating moat.

Headquarters: Amsterdam, Netherlands · Founded: 1927

Named competitors

Groupe Bruxelles Lambert private or unlisted
Wendel MF.PA
Berkshire Hathaway BRK-B

Exor at a glance

Size Exor (EXO.AS) is a Netherlands Financials company (Financial Conglomerates) with a market value of $26.2B, the 12th largest of 61 Netherlands companies the cockpit tracks. Shares closed at €73.35 on 6 Nov 2026.

Performance Over six months the shares gained 10.0%, against +3.1% for the median peer and +0.4% for the Netherlands market (cap-weighted) — 5th highest of 15 in its peer set.

Growth Revenue grew 59.3% over the last twelve months (peer median +0.1%); the operating margin is -383.8% (peer median 29.8%).

Valuation It trades at 26.3× forward earnings against a peer median of 12.2× (3rd most expensive of 12).

Next results Next results expected around 31 Mar 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Exor against the median of its 15 peers (local-currency closes).

Exor financials

Reported figures in EUR; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	€1.09B	€790M	€1.18B	€44.7B	€41.8B
Revenue growth	—	-33%	-97%	+7%	—
Gross profit	€916M	€773M	€1.18B	€11.3B	€9.62B
EBITDA	n/a	n/a	n/a	€7.37B	€6.07B
Net income	-€4.29B	-€3.79B	€14.7B	€4.19B	€4.23B
Free cash flow	€433M	€2.82B	-€27.0M	€3.44B	€2.18B
Capital expenditure	€0	€0	€0	€2.81B	€2.74B
Total debt	n/a	€3.66B	€4.09B	€39.9B	€33.7B

Quarterly statements and history in the cockpit →

Exor competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

Up and to the right = strong over both horizons. Exor is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Exor is the large dot.

Exor competitors and peer comparison

Head to head with its named competitors (EXO.AS vs MF.PA vs BRK-B)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Exor EXO.AS	$26.2B	+10%	+59%	-384%	26.3×	n/a
Wendel MF.PA	$4.14B	0%	-13%	12%	29.9×	n/a
Berkshire Hathaway BRK-B	$1.22T	+20%	+4%	16%	26.0×	n/a

How Exor compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Exor against its 15 peers (data as of 6 Nov 2026)
Measure	EXO.AS	Peer median	Rank in peer set
1-month return	+6.9%	+3.5%	3rd highest of 16
6-month return	+10.0%	+3.1%	5th highest of 15
Distance from 52-week high	-5.9%	-13.2%	5th highest of 16
Revenue growth (TTM)	+59.3%	+0.1%	6th highest of 16
Operating margin	-383.8%	29.8%	2nd lowest of 16
Forward P/E	26.3×	12.2×	3rd most expensive of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Exor EXO.AS	Netherlands	$26.2B	+10%	+59%	-384%	26.3×	n/a	n/a
Ts Financial 2887.TW	Taiwan	$29.2B	+62%	+200%	19%	12.2×	n/a	n/a
Industrivarden INDU-A.ST	Sweden	$23.4B	+9%	-1%	569%	9.6×	n/a	n/a
China Resources New Energy 001248.SZ	China	$21.5B	n/a	0%	42%	n/a	n/a	n/a
HAL Trust HAL.AS	Netherlands	$17.2B	+1%	-5%	14%	12.5×	n/a	n/a
Julius Baer Gruppe BAER.SW	Switzerland	$17.1B	+2%	0%	30%	11.3×	n/a	n/a
Jio Financial Services JIOFIN.NS	India	$16.2B	-8%	+117%	40%	74.6×	n/a	n/a
L E Lundbergforetagen LUND-B.ST	Sweden	$15.3B	+16%	-4%	28%	n/a	n/a	n/a
Investment AB Latour LATO-B.ST	Sweden	$14.2B	+19%	+3%	15%	n/a	n/a	n/a
Ares Capital ARCC	United States	$13.8B	+1%	-8%	61%	9.9×	n/a	n/a
Bajaj Holdings & Investment BAJAJHLDNG.NS	India	$13.0B	+4%	-14%	80%	n/a	n/a	n/a
Washington H. Soul Pattinson and SOL.AX	Australia	$12.5B	+12%	+143%	-9%	28.0×	n/a	n/a
BitMine Immersion Technologies BMNR	United States	$11.3B	-15%	+1,022%	-485%	25.9×	n/a	n/a
SBI 8473.T	Japan	$11.2B	-13%	+20%	40%	5.9×	n/a	n/a
M&G MNG.L	United Kingdom	$10.3B	+7%	+68%	8%	11.3×	n/a	n/a
Aker AKER.OL	Norway	$8.60B	-7%	-17%	226%	14.3×	n/a	n/a

Questions

Who are Exor's main competitors?: Named competitors: Groupe Bruxelles Lambert (private or unlisted), Wendel (MF.PA), Berkshire Hathaway (BRK-B). The cockpit's measured peer set (industry) also includes Ts Financial (2887.TW), Industrivarden (INDU-A.ST), China Resources New Energy (001248.SZ), HAL Trust (HAL.AS), Julius Baer Gruppe (BAER.SW), Jio Financial Services (JIOFIN.NS).
Is Exor expensive compared with its peers?: On forward p/e it trades at 26.3× against a peer median of 12.2×, 3rd most expensive of 12 in its peer set.
How has Exor stock performed?: Over six months to 6 Nov 2026 the shares returned +10.0% against +3.1% for the median peer; over one year -4.1%.