Added to YB: 2026-01-05
Pitch date: 2025-12-29
EVS.BR [neutral]
EVS Broadcast Equipment SA
+1.08%
current return
Author Info
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Company Info
EVS Broadcast Equipment SA provides live video technology for broadcast and media productions in the United States, Europe, Africa, Middle East, and Asia Pacific.
Market Cap
EUR 501.8M
Pitch Price
EUR 37.05
Price Target
N/A
Dividend
3.27%
EV/EBITDA
9.20
P/E
15.15
EV/Sales
2.34
Sector
Communications Equipment
Category
value
[EVS] Tier-1 Castle on a Shrinking Island
EVS.BR (overview): Belgian broadcast equipment co dominates tier-1 sports replay systems (Olympics, Super Bowl) w/ 72% gross margins from reliability premium. €175M order book (+23% YoY) incl contracted €14M Big Event revenue for 2026 World Cup/Olympics. Bear: organic growth collapsed to negative, cloud alternatives maturing. Bull: pricing power intact, €53M net cash, 11x PE trades at discount to contracted upside.
Read full article (18 min)