Added to YB: 2025-11-24
Pitch date: 2025-11-20
INPST.AS [bullish]
InPost S.A.
+5.27%
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 9.68
Price Target
57.00 (+459%)
Dividend
N/A
EV/EBITDA
7.56
P/E
22.50
EV/Sales
2.11
Sector
Air Freight and Logistics
Category
growth
The InPost bear case: Risk reward calculation
INPST.AS: Physical network w/ 80+ NPS creates density advantage vs competitors. Bears cite Poland saturation & unproven international (15% vs 47% EBITDA margins). Reality: EBIT conversion improves as growth CapEx normalizes, international scaling (UK 20% ex-Yodel). Bear case +71%, base +269%, bull +479% by 2030.
Read full article (6 min)