Added to YB: 2025-07-25
Pitch date: 2025-07-22
SWP.PA [bullish]
Sword Group S.E.
-4.17%
current return
Author Info
No bio for this author
Company Info
Sword Group S.E. provides IT and software solutions worldwide. The company provides strategic and operational consulting, engineering and application development, project management assistance and management work, and infrastructure management and application maintenance solutions for third parties and resource outsourcing.
Market Cap
EUR 350.1M
Pitch Price
EUR 37.20
Price Target
N/A
Dividend
5.39%
EV/EBITDA
9.60
P/E
16.06
EV/Sales
1.08
Sector
IT Services
Category
value
GUYQUITY 2025 Q2 Portfolio Review - Sword Group S.E.
SWP.PA (new position): French IT services co focused on digital transformation for govt/corporates with smaller cybersecurity/GRC consulting arm. Highly recurring business with 20%+ ROE, growing via bolt-on acquisitions. Capital-light, buying back shares at modest multiples. Trading below 2017 price despite 3x business growth. Low market visibility but steady compounder.
Read full article (1 min)