TUI: 2025 CMD Results As Expected, Upside In 2025E

May 02, 2025 10:45 AM ETTUI AG (TUIFF) StockTUIFF3 Comments

Summary

  • TUI is a promising turnaround story with a solid growth trajectory, despite past challenges and current high debt, making it a compelling investment opportunity.
  • The company's integrated model and rising travel demand position it well for future growth, with a projected CAGR of 5.1% until 2029.
  • TUI's valuation remains attractive at a 6x P/E, with a potential upside to €14/share, supported by strong financial performance and market trends.
  • I rate TUI a "Buy" due to its qualitative strengths, improving financials, and significant upside potential, confirmed by recent CMD and Q1 2025 results.
  • Looking for a helping hand in the market? Members of iREIT®+HOYA Capital get exclusive ideas and guidance to navigate any climate. Learn More »

TUI Boeing 737-800 airplane Skiathos airport

Boarding1Now

Dear readers/followers,

It's been a very long trip since I started investing in and staked out my share in the British/German operator TUI (OTCPK:TUIFF), but the investment has already paid off on my end. I believe, further, it will pay off

This article was written by

34.28K Followers

Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets.

He is a contributing author and analyst for the investing group iREIT®+HOYA Capital and Wide Moat Research LLC where in addition to the U.S. market, he covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of TUIFF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company's domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these.

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