Exor/€EXO

1D1W1MYTD1Y5YMAX

About Exor

Exor N.V. is a global investment company controlled by Italy's Agnelli family. It primarily operates in the sectors of automotive, agriculture, construction equipment, commercial vehicles, reinsurance, and media. Founded in 2008, Exor invests in a range of sectors, focusing largely on companies based in Europe and the United States, and actively manages companies in which it holds significant interests, aiming to boost their value over time.
Ticker
€EXO
Sector
Finance
Primary listing
AEX
Employees
20

Exor Metrics

BasicAdvanced
€14B
-
-€18.48
0.50
€0.49
0.71%

What the Analysts think about Exor

Analyst ratings (Buy, Hold, Sell) for Exor stock.
Analyst projections of the future price of Exor stock.

Bulls say / Bears say

A roughly 55% discount to audited NAV creates substantial upside if the gap narrows. Exor has already used €1 billion on buybacks at more than half of underlying value, which is accretive when the discount is this wide. (Seeking Alpha, EXOR)
Agreed disposals of Iveco, GEDI, Lifenet and NUO are expected to produce €2 billion at more than 1.4 times invested capital, lifting cash available for deployment above €3.5 billion. This gives Exor scope to recycle capital into higher-priority holdings or a new large investment. (EXOR)
Lingotto has grown beyond $10 billion of assets under management and delivered strong returns, while Exor reported €4.2 billion of inflows in 2025. This adds a growing investment platform alongside the older industrial holdings and could broaden the group’s sources of value. (EXOR)
NAV per share fell 8.1% in 2025 while the MSCI World rose 5.4%, with Exor citing challenges at its largest companies. The discount is therefore not the only risk: underlying value can fall materially. (EXOR)
More than half of the portfolio remains concentrated in Stellantis, Ferrari and CNH, leaving Exor exposed to a common automotive and industrial downturn. Recent weakness in Ferrari and Stellantis has already contributed to a retreat in NAV. (MarketScreener)
Management indicated that Exor would hold back on further buybacks and might delay deploying its €3.5 billion war chest, preferring liquidity in uncertain conditions. That protects the balance sheet but removes a near-term catalyst and makes returns depend more on future investment execution. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

Exor Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Exor Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Exor

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Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.