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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

Show full summary:
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)