Added to YB: 2024-09-19
Pitch date: 2024-09-17
NA9.DE [bullish]
Nagarro SE
+7.12%
current return
Author Info
Robin's Research is a self-taught long-term investor sharing stock pitches in their newsletter. Sign up for the newsletter.
Company Info
Nagarro SE, together with its subsidiaries, provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.
Market Cap
EUR 989.7M
Pitch Price
EUR 73.38
Price Target
271.00 (+245%)
Dividend
1.31%
EV/EBITDA
10.26
P/E
20.39
EV/Sales
1.23
Sector
IT Services
Category
growth
Nagarro SE - $NA9.DE
NA9.DE: Digital engineering specialist w/ 42% insider ownership, 20%+ growth via organic & M&A. $4T DX market by 2027 (20% CAGR). Competitive advantages: culture, Indian engineers. Risks: people management, market stagnation. Base case: 20% growth, 10% EBIT margin. Optimistic: 25% growth, 12% EBIT. $10B revenue goal.
Read full article (5 min)