Added to YB: 2025-06-24
Pitch date: 2025-06-20
TUNE.L [bullish]
Focusrite plc
+25.98%
current return
Author Info
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Company Info
Focusrite plc engages in the development, manufacturing, and marketing of professional audio and electronic music products in North America, Europe, the Middle East, Africa, and internationally.
Market Cap
GBP 93.8M
Pitch Price
GBP 1.71
Price Target
6.85 (+219%)
Dividend
4.13%
EV/EBITDA
6.62
P/E
47.34
EV/Sales
0.74
Sector
Household Durables
Category
value
The Mic Drop Setup with 4x Upside - Focusrite plc
TUNE.L: Audio interface maker down 90% but revenue only -11%, FCF -40%. Trading at 4x FCF vs 28x historical avg. H1 revenue +5% YoY as inventory normalizes (193 days vs 238 peak). Risks: US tariffs (20% blended), competition. 4x upside potential by 2028 at modest 5% growth, 15% FCF margin, 15x multiple.
Read full article (5 min)