BVB is undervalued anyway and hasn't fully bounced back from the corona virus hit yet - great upward potential 🏆
As one of the few european football stocks out there, Borussia Dortmund is a rare opportunity from both fundamental perspective and in regards to the corona pandemic, which naturally damaged this stock substantially. But it's time to bounce back!
With a market cap of about €500m, the stock is undervalued anyways and was on it's way to a fair price before corona hit. The player value alone is estimated to be more than €500m, not to mention the entire infrastructure and brand. Borussia Dortmund is probably the most renouned German football club after Bayern Munich and successfully toured to North America and Asia to tap into new markets. Just before corona, the club approached one billion euros in value - and since then, not much has really changed.
Empty stadiums have hurt the club and cost about €2-3m each game which explains the moderate losses reported in recent quarterly reports. But with the great progress of the German vaccination campaign and established concepts that were tested in the beginning of the pandemic, which allowed at least parts of the stadium to be filled with fans, we can savely assume a return to "normal" games and stadium capacity with the next Bundesliga season in August.
Borussia Dortmund is famous for great talent management and player transfers. The two most valued Bundesliga players belong to Borussia Dortmund - Haaland and Sancho - and while a sale of either or both players would not be favoured by fans and could impact the team's performance for a short while, it would do wonders for the balance sheet. Other young players like Moukoko and Bellingham, 17 and 16 years old respectively, haven't even taken off yet and will bring either great quality to the team, resulting in titles and price money, or can be sold at a massive profit in the next years.
To sum it up: The club has suffered from the coronavirus crisis and hasn't fully bounced back yet. The market cap is below the team's value alone with the brand intact and a great long-term outlook. Short-term, the team is on the verge on collecting a national cup title and securing a spot in next year's UEFA champions league.
As one of the few european football stocks out there, Borussia Dortmund is a rare opportunity from both fundamental perspective and in regards to the corona pandemic, which naturally damaged this stock substantially. But it's time to bounce back!
With a market cap of about €500m, the stock is undervalued anyways and was on it's way to a fair price before corona hit. The player value alone is estimated to be more than €500m, not to mention the entire infrastructure and brand. Borussia Dortmund is probably the most renouned German football club after Bayern Munich and successfully toured to North America and Asia to tap into new markets. Just before corona, the club approached one billion euros in value - and since then, not much has really changed.
Empty stadiums have hurt the club and cost about €2-3m each game which explains the moderate losses reported in recent quarterly reports. But with the great progress of the German vaccination campaign and established concepts that were tested in the beginning of the pandemic, which allowed at least parts of the stadium to be filled with fans, we can savely assume a return to "normal" games and stadium capacity with the next Bundesliga season in August.
Borussia Dortmund is famous for great talent management and player transfers. The two most valued Bundesliga players belong to Borussia Dortmund - Haaland and Sancho - and while a sale of either or both players would not be favoured by fans and could impact the team's performance for a short while, it would do wonders for the balance sheet. Other young players like Moukoko and Bellingham, 17 and 16 years old respectively, haven't even taken off yet and will bring either great quality to the team, resulting in titles and price money, or can be sold at a massive profit in the next years.
To sum it up: The club has suffered from the coronavirus crisis and hasn't fully bounced back yet. The market cap is below the team's value alone with the brand intact and a great long-term outlook. Short-term, the team is on the verge on collecting a national cup title and securing a spot in next year's UEFA champions league.