Added to YB: 2026-05-27
Pitch date: 2026-03-24
PRIC-B.ST [bullish]
Pricer AB (publ)
+38.27%
current return
Author Info
No bio for this author
Company Info
Pricer AB (publ) provides in-store digital solutions in Europe, the Middle East and Africa, the Americas, and Asia and Pacific.
Market Cap
SEK 626.7M
Pitch Price
SEK 2.77
Price Target
7.90 (+113%)
Dividend
N/A
EV/EBITDA
6.06
P/E
45.93
EV/Sales
0.30
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Pricer AB - $PRIC-B.ST
PRIC-B.ST: Swedish ESL systems co w/ 380M installed labels in 28k stores across 80+ countries. Trading 4.1x depressed EBITDA despite 18% market CAGR to 2032. 2025 rev -16%, margin 2% on inventory clearout, market pause, one-offs; normalized FCF SEK71-109M (15-22% yield). Gross margin normalizing to 24%, SaaS shift via Plaza/Avenue platforms (6k stores, 48M labels). Carrefour loss (<10% rev) overblown. Activist Sterling onboard at SEK7 (vs SEK2.77 now). PT SEK4.1-7.9 at 4.1x-6x EBITDA (vs Vusion 10.5x), 49-184% upside on FCF recovery + SaaS re-rate.
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