Added to YB: 2026-04-20
Pitch date: 2026-02-17
THRY [bullish]
Thryv Holdings, Inc.
+0.56%
current return
Author Info
No bio for this author
Company Info
Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.
Market Cap
$183.2M
Pitch Price
$3.60
Price Target
8.33 (+130%)
Dividend
N/A
EV/EBITDA
N/A
P/E
12.78
EV/Sales
0.56
Sector
Software
Category
value
Thryv Holdings, Inc. - $THRY
THRY: SaaS platform for SMBs hit 'Rule of 40', but down 70% to $3.52 on 94% Net Dollar Retention drop (vs 103% prior). Bear case: $70M SaaS EBITDA at 5x multiple minus pension = $6.88/share (+95% upside). Base case: $122M 2028 EBITDA at 5x, discounted 15% = $8.33 PT (+135% upside). Legacy Marketing Services generates $250-300M FCF through 2030 to cover $266M debt. CEO buying shares. Risks: further SaaS deterioration, bad M&A.
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