Added to YB: 2026-07-17
Pitch date: 2026-07-15
CRW.L [neutral]
Craneware plc
+2.31%
current return
Author Info
No bio for this author
Company Info
Craneware plc, together with its subsidiaries, develops, licenses, and supports computer software for the healthcare industry in the United States.
Market Cap
GBP 538.3M
Pitch Price
GBP 12.10
Price Target
N/A
Dividend
2.82%
EV/EBITDA
17.03
P/E
25.30
EV/Sales
2.48
Sector
Health Care Technology
Category
special_situation
Craneware: Good business, temporary headwinds?
CRW.L (watchlist): US hospital chargemaster/340B software (40% mkt share), near 5yr low after FY26 rev guide cut to $205-208M (flat vs +10% consensus). Bull: 340B revenue delayed not lost, 86% recurring, 103-107% NRR, insider buying, rejected Bain £26.50 bid. 14x NTM P/E, 8% FCF yield, ~7% capital returns. AI fears overblown. 3-5yr horizon.
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