Added to YB: 2026-02-23
Pitch date: 2025-12-11
SANG [bullish]
Sangoma Technologies Corporation
-16.71%
current return
Author Info
No bio for this author
Company Info
Sangoma Technologies Corporation, together with its subsidiaries, develops, manufactures, distributes, and supports voice and data connectivity components for software-based communication applications in the United States of America and internationally.
Market Cap
CAD 151.8M
Pitch Price
CAD 7.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.20
P/E
-26.94
EV/Sales
0.82
Sector
Communications Equipment
Category
turnaround
Sangoma Technologies Corporation - $SANG
SANG: UCaaS/CCaaS provider transitioning from M&A roll-up to operational optimization. ~75% high-margin recurring rev. New mgmt (Salameh/Wubs ex-Bell/Infosys) targeting 8-12% organic growth, 17-19% EBITDA margins. Debt/EBITDA improved 0.8x from 2x. Trades 6x EBITDA vs peers, 1.1x sales. Pipeline +39% QoQ. Strong FCF conversion funding deleveraging/buybacks. Market misprices as declining hardware biz despite service shift.
Read full article (5 min)