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Added to YB: 2025-05-28

Pitch date: 2025-05-26

GCT [neutral]

GigaCloud Technology Inc.

+118.54%

current return

Author Info

No bio for this author

Company Info

GigaCloud Technology Inc. provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.

Market Cap

$782.7M

Pitch Price

$18.47

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.00

P/E

6.69

EV/Sales

0.82

Sector

Distributors

Category

value

Show full summary:
Kathmandu Capital Portfolio Holding: GigaCloud Technology Inc.

GCT (holding update): Undervalued despite US tariff concerns on China/Vietnam disrupting furniture supply chains. Strong balance sheet provides financial flexibility to navigate challenges and potentially acquire weaker competitors to consolidate market share during industry uncertainty.

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