Professional
Added to YB: 2025-10-22
Pitch date: 2025-10-07
PLNW.PA [neutral]
Planisware SAS
+2.18%
current return
Author Info
No bio for this author
Company Info
Planisware SAS operates as a business-to-business software-as-a-service provider in Europe, North America, the Asia-Pacific, and internationally.
Market Cap
EUR 1.4B
Pitch Price
EUR 20.65
Price Target
N/A
Dividend
1.57%
EV/EBITDA
20.34
P/E
28.73
EV/Sales
6.32
Sector
Software
Category
growth
Hertford Capital Portfolio Holding: Planisware SAS
PLNW.PA (holding update): Enterprise project mgmt software w/ 2% churn, ~70% founder/employee ownership. Missed guidance 2x post-IPO due to inflation pricing issues, shares down from €22.58 avg entry to ~€20. Strong FCF (5% yield by 2026), net cash, M&A track record. 10%+ organic growth expected from land-and-expand + AI integration like ChatGPT interface for clients like Pfizer.
Read full article (3 min)