Added to YB: 2026-03-02
Pitch date: 2026-02-26
ALBPK.PA [bullish]
Broadpeak Société anonyme
-2.04%
current return
Author Info
Kubang Pasu Capital is an experienced investor with over 6 years in equity research and market analysis. Focused on identifying undervalued opportunities and building long-term value through disciplined investment strategies. Sign up for the newsletter.
Company Info
Broadpeak Société anonyme, together with its subsidiaries, provides streaming services and solutions for content and broadband service providers in France, Europe, the Middle East, Africa, North America, Latin America, and the Asia Pacific.
Market Cap
EUR 30.0M
Pitch Price
EUR 2.45
Price Target
4.67 (+95%)
Dividend
N/A
EV/EBITDA
-7.52
P/E
-28.65
EV/Sales
0.77
Sector
Communications Equipment
Category
value
A deep-value play on video's infrastructure shift - Broadpeak Société anonyme
ALBPK.PA: Video delivery software for telcos/streaming, flagship nanoCDN cuts traffic 90%. SaaS pivot inflection: +117% SaaS rev (43% mix), +26.2% H1'25 growth, returned to +EBITDA H2'24. Targeting €50M rev, 50% SaaS, 15% margin by 2027. Trades <4x EV/EBITDA vs peers at 8-12x despite higher growth. PT €4.67 (~94% upside) at 9x 2027 EBITDA. Risks: EMEA concentration (60%), Americas -14.7%, tight cash (€1.1M), low liquidity (€30M cap, 27.6% float).
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