Professional
Added to YB: 2025-06-23
Pitch date: 2025-03-31
PAR [bullish]
PAR Technology Corporation
-39.43%
current return
Author Info
No bio for this author
Company Info
PAR Technology Corporation, together with its subsidiaries, provides omnichannel cloud-based hardware and software solutions to the worldwide.
Market Cap
$1.4B
Pitch Price
$60.90
Price Target
117.00 (+217%)
Dividend
N/A
EV/EBITDA
-37.38
P/E
-14.50
EV/Sales
4.16
Sector
Software
Category
growth
Bristlemoon Global Fund Portfolio Holding: PAR Technology Corporation
PAR: Unified POS platform with 30%+ ARR CAGR, capturing enterprise restaurants (Burger King, Arby's, DQ) with multi-product deals. Disciplined M&A adds cross-sell opportunities (9x ARR increase in 5 years), growing ARR from $11M to $276M since 2018. Only 0.2% of customer sales, enormous pricing power. 4% churn, expected $100M adj EBITDA by FY26 vs $43M consensus. 23% IRR, 2.3x MOIC by 2028.
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