Added to YB: 2025-08-01
Pitch date: 2025-07-31
ZAL.OL [bullish]
Zalaris ASA
+32.53%
current return
Author Info
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Company Info
Zalaris ASA, together with its subsidiaries, provides full-service outsourced personnel and payroll services.
Market Cap
NOK 2.2B
Pitch Price
NOK 75.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.97
P/E
43.19
EV/Sales
1.61
Sector
Professional Services
Category
growth
Half-Year Investor Letter – July 2025: Newest Addition - Zalaris ASA
ZAL.OL (new position): Norwegian payroll/HR outsourcer with 16-19% growth & expanding margins (11.3% Q1'25, targeting 13-15% by 2028). Sticky business with 5-year contracts, 340K employees served, high switching costs. Founder owns 13%. Trading at 9.5x EBIT despite runway to double earnings in 4-5 years. NOK 2B revenue target by 2028.
Read full article (3 min)