Added to YB: 2025-04-30
Pitch date: 2025-04-28
CLAV.ST [bullish]
Clavister Holding AB (publ.)
-29.63%
current return
Author Info
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Company Info
Clavister Holding AB (publ.), together with its subsidiaries, develops, produces, and sells cybersecurity solutions in Sweden, rest of Europe, Asia, and internationally.
Market Cap
SEK 1.2B
Pitch Price
SEK 4.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-211.01
P/E
-11.14
EV/Sales
7.14
Sector
Software
Category
growth
Clavister Holding AB - $CLAV.ST
CLAV.ST: Swedish cybersecurity firm with NGFW (50% rev) and AIM (30%) segments plus defense (20%) growing 50%+ via BAE/GDELS partnerships. CV90 contracts worth 291M SEK driving future growth. Trading at 7.5x EV/Sales vs 5-10x peers. Base case 10% IRR (for 3 years) at 5x EV/Sales multiple. Debt-reduction ongoing. Profitable in FY25.
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