Added to YB: 2025-11-06
Pitch date: 2025-11-03
INPST.AS [bullish]
InPost S.A.
-3.32%
current return
Author Info
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Company Info
InPost S.A., together with its subsidiaries, operates as an out-of-home e-commerce enablement platform providing parcel locker services in Poland and other European countries.
Market Cap
EUR 20.0B
Pitch Price
EUR 10.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.56
P/E
22.50
EV/Sales
2.11
Sector
Air Freight and Logistics
Category
growth
New Buy: The Most Efficient Delivery Model You’ve Never Heard Of (24% IRR expectation) - InPost S.A.
INPST.AS: Polish parcel-locker leader disrupting logistics w/ 99% next-day delivery, >40% EBITDA margins vs traditional couriers' 70 parcels/shift. 26% 3yr revenue CAGR, 15% ROIC, expanding internationally. Trading 10x EBIT (down from 20x), 24% IRR target. Risks: Allegro competition, capital intensity, international scaling.
Read full article (6 min)