Added to YB: 2025-07-25
Pitch date: 2025-07-22
SWP.PA [bullish]
Sword Group S.E.
-16.26%
current return
Author Info
No bio for this author
Company Info
Sword Group S.E. provides IT and software solutions. It operates through Services/United Kingdom; Services/Belux; Services/Switzerland; and Software segments.
Market Cap
EUR 349.6M
Pitch Price
EUR 37.20
Price Target
N/A
Dividend
5.41%
EV/EBITDA
10.70
P/E
17.05
EV/Sales
1.19
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.
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