Added to YB: 2025-08-22
Pitch date: 2025-08-20
NETC.CO [neutral]
Netcompany Group A/S
+41.06%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
Netcompany Group A/S, provides business critical IT solutions to private and public customers in Denmark, Norway, the United Kingdom, the Netherlands, Greece, Belgium, Luxembourg, and internationally.
Market Cap
DKK 11.3B
Pitch Price
DKK 246.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.37
P/E
26.61
EV/Sales
2.01
Sector
IT Services
Category
turnaround
What I did last week #2 | Looking at 2 losers - Netcompany Group A/S
NETC.CO (earnings update): Q2 revenue +3.9% YoY to 1,715m DKK, EBIT -38.6% to 118.3m DKK (7% margin) as employees shifted from billable work to platform development (-75m DKK impact). Transitioning from IT services to software platforms. 500m DKK buyback authorized. H1 better: +6.5% growth, 11.2% EBIT margin. Guidance maintained.
Read full article (3 min)