Added to YB: 2025-04-11
Pitch date: 2025-04-09
OVH.PA [neutral]
OVH Groupe S.A.
-38.6%
current return
Author Info
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Company Info
OVH Groupe S.A. provides public and private cloud, shared hosting, and dedicated server products and solutions worldwide.
Market Cap
EUR 1.7B
Pitch Price
EUR 11.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.97
P/E
N/A
EV/Sales
2.72
Sector
IT Services
Category
growth
[OVH] OVHcloud, Europe's Cloud Sovereignty Play: David vs Goliath
OVH.PA (overview): European cloud challenger with 10.3% growth, 38.4% EBITDA margin. Sovereignty focus, proprietary tech drive 109% net retention. Scale gap vs hyperscalers, but regulatory tailwinds & improving FCF. Trades at 5.67x EV/EBITDA vs 27.83x sector avg. Bull case: sovereignty moat in key segments.
Read full article (22 min)