Professional
Added to YB: 2021-04-27
Pitch date: 2021-04-27
VU.PA [bullish]
VusionGroup S.A.
+126.54%
current return
Author Info
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Company Info
VusionGroup S.A. provides digitalization solutions for commerce in Europe, Asia, and North America. The company offers Internet of Things (IoT) devices, including electronic shelf labels, cameras, fixtures and accessories, infrastructure, Wi-Fi integrations, and Captana wireless mini cameras; and retail IoT SaaS solutions comprising VUSION Cloud, VUSION Asset Management, VUSION Manager, VUSION Studio, VUSION Link, VUSION Engage, Storefront, VUSION Rail, and VUSION Ads for brands.
Market Cap
EUR 2.2B
Pitch Price
EUR 48.78
Price Target
N/A
Dividend
0.22%
EV/EBITDA
41.30
P/E
-62.09
EV/Sales
2.43
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)