Added to YB: 2026-07-22
Pitch date: 2026-07-19
EVS.BR [neutral]
EVS SA
+2.28%
current return
Author Info
No bio for this author
Company Info
EVS SA provides live video technology for broadcast and media productions in the United States, Europe, Africa, Middle East, and Asia Pacific.
Market Cap
EUR 353.5M
Pitch Price
EUR 26.30
Price Target
N/A
Dividend
4.56%
EV/EBITDA
5.17
P/E
9.63
EV/Sales
1.42
Sector
Communications Equipment
Category
value
EVS: The engine behind major sporting events
EVS.BR (watchlist): Belgian live sports broadcast tech leader (slow-mo, VAR). FY25 rev €208M (+5.1%), 70.8% GM, 18.5% net margin, net cash €58M, no debt. Trades 9.8x FWD PE vs 10.5x hist avg; ~11.5% earnings growth. Concerns: lumpy big-event rev, soft guidance, CFO exit, industry shift to cloud/software raising execution risk, ambitious €350M 2030 goal vs 2-3% market growth. Added to shortlist, awaiting next earnings.
Read full article (11 min)