Added to YB: 2025-11-24
Pitch date: 2025-09-23
IVU.DE [bullish]
IVU Traffic Technologies AG
+3.47%
current return
Author Info
No bio for this author
Company Info
IVU Traffic Technologies AG, together with its subsidiaries, develops, installs, maintains, and operates integrated IT solutions for buses and trains worldwide.
Market Cap
EUR 345.4M
Pitch Price
EUR 20.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.02
P/E
25.80
EV/Sales
2.21
Sector
Software
Category
growth
IVU Traffic Technologies AG - $IVU.DE
IVU.DE: German public transport software leader w/ 44% recurring rev, 98% retention, 3x peer win rates. 13% EBITDA CAGR since 2015, trading 14.4x 2025E EBITDA. Operating leverage inflection 2026 as hiring moderates, margin expansion toward peers. ~20% IRR potential from mix shift + digitalization tailwinds.
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