Added to YB: 2025-04-22
Pitch date: 2025-04-19
TXT.WA [bullish]
Text S.A.
-14.96%
current return
Author Info
No bio for this author
Company Info
Text S.A. develops and distributes online text communication software for businesses worldwide. It offers LiveChat, a platform for online multichannel text communication; ChatBot, a chatbot building platform that allows the creation of conversational chatbots to handle various business scenarios; KnowledgeBase, a platform that lets companies to create knowledge bases for employees and clients; OpenWidget, a solution allowing for an easy installation of widgets on website; and HelpDesk, a solution that supports business communication with the client through various text communication channels, such as mail, live chat, etc.
Market Cap
PLN 1.3B
Pitch Price
PLN 46.33
Price Target
N/A
Dividend
12.39%
EV/EBITDA
6.08
P/E
8.31
EV/Sales
3.29
Sector
Software
Category
dividend
Text S.A. — Polish SaaS company priced to die. Or not?
TXT.WA: SaaS customer support integrations. 7.8x P/E, 10% div yield, 123.4% ROE, 0.01 D/E, 80% margins. Main product LiveChat seeing customer decline from pricing changes & macro headwinds. AI concerns overblown-they've adapted own LLM. Expanding US sales team to upsell suite to bigger clients vs. single product to small ones.
Read full article (6 min)