Added to YB: 2026-06-01
Pitch date: 2026-05-29
SJJ.DE [bullish]
Serviceware SE
Author Info
No bio for this author
Company Info
Serviceware SE provides a portfolio of software solutions for the digitalization and automation of service processes in Germany, Austria, Switzerland, and internationally.
Market Cap
EUR 115.5M
Pitch Price
N/A
Price Target
32.00 (+190%)
Dividend
N/A
EV/EBITDA
19.36
P/E
59.52
EV/Sales
0.81
Sector
Software
Category
value
Serviceware ($SJJ.DE): Operating Leverage, AI Tailwinds, and a Massive Valuation Gap
SJJ.DE: AI-native ESM provider, German microcap. Trades 0.5x EV/Sales, cash ~33% of mkt cap (€36.7M). Correlation w/ $NOW broke down (NOW +23%). Backlog +18% Q1 contract assets, 7-fig SaaS deals to hit Q2 results in July (forecast +30% SaaS growth). First buyback €5M June 1. Quirin PT €33 (+203%). Re-rate to 2x EV/Sales = €32, 3x upside.
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