Added to YB: 2026-01-08
Pitch date: 2026-01-05
SWM.WA [bullish]
Software Mansion S.A.
-1.08%
current return
Author Info
Beyond Financials shares deep dive investment research beyond the surface level. Sign up for the newsletter.
Company Info
Software Mansion S.A. engages in creating development tools and open-source software in Poland and internationally.
Market Cap
PLN 381.2M
Pitch Price
PLN 37.00
Price Target
N/A
Dividend
5.59%
EV/EBITDA
13.58
P/E
N/A
EV/Sales
3.09
Sector
IT Services
Category
value
Software Mansion: Real growth beneath the accounting noise
SWM.WA: Polish React Native specialist w/ 25% est 2025 rev growth to ~120M PLN despite FX headwinds. 2024's 161% profit spike from 6.2M PLN Starknet tokens distorts comps - normalizing shows 40% CAGR vs 2023. Callstack PE deal sets 10x EBITDA floor. SaaS pivot adds optionality. US VC recovery tailwind.
Read full article (7 min)