JCDXF - Stroeer: A Hidden Dividend Champion In A Growing Market With A Crown Jewel That Competitors Do Not Have
(Image Source: stroeer.com)
Stroeer Out- Of- Home Media AG (SOTDF) is a leading German provider of out-of-home media and offers advertising customers individualized and fully integrated, end-to-end solutions along the entire marketing and sales value chain.
Its closest competitors include JCDecauX (JCDXF), Lamar (LAMR), Outfront Media (OUT), and The Trade Desk (TTD). I will compare them with Stroeer later in this article.
The Business
Unlike its competitors, the company and its business are not heavily covered here on Seeking Alpha.
The business consists