Added to YB: 2025-11-26
Pitch date: 2025-10-29
INPST.AS [bullish]
InPost S.A.
-6%
current return
Author Info
No bio for this author
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 10.84
Price Target
83.10 (+716%)
Dividend
N/A
EV/EBITDA
7.56
P/E
22.50
EV/Sales
2.11
Sector
Air Freight and Logistics
Category
growth
Is Now a Good Time to Buy In(Post)?
INPST.AS: 89% upside to 83.10 PLN in 5yrs (13.6% IRR). Down 35% YTD on Allegro partnership fears but price war dynamics favor InPost's superior 60-90% locker utilization vs competitors' fragmented low-util networks. International expansion (52% revenue) offers massive whitespace despite weak margins. 12x EV/EBITDA warranted.
Read full article (10 min)