Professional
Added to YB: 2021-04-27
Pitch date: 2021-04-27
VU.PA [bullish]
Vusion S.A.
+145.61%
current return
Author Info
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Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 1.9B
Pitch Price
EUR 48.78
Price Target
N/A
Dividend
0.80%
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Electronic Equipment, Instruments and Components
Category
growth
(PAR:SESL) SES Imagotag / now Vusion S.A. (VU.PA): The Dominant Player Digitizing Retailers
VU.PA: ESL market leader w/ 50% share, 250M labels installed. Bookings +33% CAGR 10yr, rev +21%. VUSION SaaS +65% CAGR, 13% of rev, targeting 20% by '23. Cloud platform scales w/ Cisco/Microsoft, video ads at POS. Global retail TAM $20-50B (5% penetration vs 40% EU). Operation Leapfrog targets 500M labels, €800M rev, 20% EBITDA by '23. Trading 6x '23 EBIT. Risk: BOE stake sale overhang.
Read full article (8 min)