Added to YB: 2026-07-10
Pitch date: 2026-07-08
SWG.L [bullish]
Shearwater Group plc
Author Info
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Company Info
Shearwater Group plc, together with its subsidiaries, provides cyber security, managed security, and professional advisory solutions for corporate clients in the United Kingdom, rest of Europe, North America, and internationally.
Market Cap
GBP 10.2M
Pitch Price
GBP 0.42
Price Target
1.76 (+314%)
Dividend
N/A
EV/EBITDA
-0.89
P/E
-1.09
EV/Sales
0.23
Sector
Software
Category
value
Shearwater Group (SWG.L) - Sheer absurdity: Get paid to own a profitably cybersecurity business for free.
SWG.L: UK cybersecurity microcap at 43p, £10m mcap, ~1.8x FY26 EV/EBITDA. FY25 'big hit' impairment clears legacy goodwill; £44m new contracts in 6mo incl £25m 5yr telco deal. Est FY27 net cash ~£12m exceeds mcap—paid to own profitable, debt-free biz. Every UK telco a client. 2-4x upside.
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