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What smart money is saying about Ferrari N.V.Italy flag

RACE.MI · Consumer Cyclical · Auto - Manufacturers · Market cap $65.72B

2 funds in our archive have pitched Ferrari N.V. — most recently Sands Capital Global Leaders in December 2025.

Company profile

Ferrari N.V., established in Maranello, Italy, in 1947, operates as a prestigious automotive company focused on the design, engineering, manufacturing, and global sales of high-performance luxury sports vehicles. Its diverse product range features standard sports cars, Grand Tourers (GTs), special edition series, highly exclusive limited-production hypercars, unique one-off bespoke models, track-only vehicles, and the retro-inspired Icona series. Additionally, Ferrari produces racing cars, critical spare parts, and engines, alongside offering comprehensive after-sales support including repair, maintenance, and restoration services for its vehicles. Beyond its core automotive business, the company leverages its renowned Ferrari brand through licensing arrangements with various luxury and lifestyle product manufacturers. It also holds stakes in and operates significant theme parks: Ferrari World in Abu Dhabi, UAE, and Ferrari Land Portaventura in Europe. To facilitate vehicle acquisition, Ferrari offers both direct and indirect financing and leasing options to its retail clientele and dealership network. Further expanding its portfolio, the company manages several racetracks and maintains two dedicated museums located in Maranello and Modena, Italy. It also develops and markets its own collection of apparel and accessories via its exclusive monobrand stores. As of December 31, 2021, Ferrari's retail presence included 30 branded stores worldwide (16 company-owned and 14 franchised), supported by an authorized dealer network spanning 172 dealers across 191 global sales points, complemented by its official e-commerce platform at store.ferrari.com.

Fund coverage · 2 theses

  • Sands Capital Global Leaders
    December 2025

    Ferrari is a luxury performance car maker balancing electrification with brand strength and pricing power while delivering profitable growth.

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  • Royal London Global Equity Diversified Fund
    December 2025

    Ferrari N.V. is a high-quality compounder with durable brand-driven moats, pricing power, and attractive long-term prospects after a de-rating.

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