Added to YB: 2025-10-16
Pitch date: 2025-10-14
SHO.WA [neutral]
Shoper S.A.
+6.43%
current return
Author Info
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Company Info
Shoper S.A. provides Software as a Service solutions for e-commerce in Poland. The company offers subscription-based services.
Market Cap
PLN 1.4B
Pitch Price
PLN 49.80
Price Target
N/A
Dividend
2.10%
EV/EBITDA
22.01
P/E
34.83
EV/Sales
6.58
Sector
Software
Category
growth
Shoper SA - the company which always helps businesses?
SHO.WA HOLD: Polish e-commerce platform leader, 32% 3yr revenue CAGR, 76.3% gross margin, strong local moat (6.3/10) but 96% revenue from Poland creates geographic risk. Recent CyberFolks 49.9% buyout, board overhaul, Selium acquisition. High valuation offers limited upside vs 0.1% global share vs Shopify's 15.7%. Quality metrics beat SHOP but concentrated market exposure too risky.
Read full article (8 min)