Added to YB: 2026-07-01
Pitch date: 2026-06-28
SWM.WA [bullish]
Software Mansion S.A.
+6.83%
current return
Author Info
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Company Info
Software Mansion S.A. engages in software development in Poland and internationally. It undertakes projects in the areas of react native, multimedia and RTC, Elixir libraries, AI, and blockchain tools.
Market Cap
PLN 240.8M
Pitch Price
PLN 24.90
Price Target
N/A
Dividend
8.89%
EV/EBITDA
11.29
P/E
15.82
EV/Sales
1.90
Sector
IT Services
Category
value
Takeover bid for Nagarro: 3 opportunities to continue investing in IT 3 fastest-growing companies in the sector - Software Mansion S.A.
SWM.WA: Polish micro-cap IT consultancy dominating React Native niche via open-source 'bait' marketing, near-zero CAC, 95% talent retention. Asset-light, net cash 2x liabilities, 5% IP Box tax. ~9x EV/EBITDA, 11x P/E vs peer Callstack acquired at 10x. Catalysts: US VC recovery, SaaS optionality (Radon/Fishjam), end of dilution. Risks: 6-8% float, 80% US startup exposure, hourly non-recurring rev, tech obsolescence.
Read full article (4 min)