Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
RPI.L [bullish]
Raspberry Pi Holdings plc
-29.59%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Raspberry Pi Holdings plc designs and develops single-board computers, compute module, and semiconductors in the United Kingdom, Europe, the United States, Asia Pacific, and internationally.
Market Cap
GBP 1.2B
Pitch Price
GBP 4.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.91
P/E
99.64
EV/Sales
4.45
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Idea Brunch with Adrian Courtenay of GreenAsh Partners - Raspberry Pi Holdings plc
RPI.L: Dominant computing platform (80M+ units) emerging from semiconductor shortage, with 41% workforce expansion signaling growth inflection. $3M revenue/employee. Unique moat with Foundation's 49% stake providing marketing, engineering talent. Trading at just 4.8-6x adj 2027 P/E (base case), with $185M cash. Addressing 1.5% of $21.2B TAM, potential for 40% growth by 2027.
Read full article (3 min)