Added to YB: 2025-05-21
Pitch date: 2025-04-04
THRY [bullish]
Thryv Holdings, Inc.
-44.62%
current return
Author Info
No bio for this author
Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$273.2M
Pitch Price
$10.51
Price Target
82.00 (+1309%)
Dividend
N/A
EV/EBITDA
6.25
P/E
15.56
EV/Sales
0.69
Sector
Media
Category
value
Thryv Holdings, Inc. - $THRY
THRY: SaaS biz underappreciated due to declining yellow pages segment. SaaS organic growth >20% for 5 qtrs, 100% NRR, 19% margins (Rule of 40). SaaS >50% of rev in FY25 should trigger GICS reclassification. Multi-center adoption increasing (2%â12%). $4kâ$8k ARPU target. MT goal: $1B SaaS rev = $82 PT (7x upside). Key catalysts: strong SaaS perf, leverage reduction, GICS reclass.
Read full article (5 min)