Added to YB: 2025-05-30
Pitch date: 2025-04-13
GPP.WA [bullish]
Grupa Pracuj S.A.
+3.02%
current return
Author Info
No bio for this author
Company Info
Grupa Pracuj S.A. operates HR technology platform in Poland, Ukraine, and Germany. The company operates Pracuj.
Market Cap
PLN 4.3B
Pitch Price
PLN 51.74
Price Target
130.00 (+144%)
Dividend
3.31%
EV/EBITDA
12.32
P/E
20.75
EV/Sales
5.53
Sector
Professional Services
Category
growth
Grupa Pracuj S.A. - $GPP.WA
GPP.WA: #1 job portal in Poland, acquiring #1 & #2 in Ukraine at 3-4x EBITDA. Trading at 8x 2026E EBITDA vs 15-25x peers. Tailwinds: German fiscal stimulus, EU COVID funds, Ukraine war ending. 48% EBITDA margins, 10-13% revenue growth, mid-teens earnings growth. 140% upside to PLN 130 at 15x EBITDA. Even without multiple expansion, ~25% IRR.
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