Professional
Added to YB: 2026-07-23
Pitch date: 2026-06-30
IIIV [neutral]
i3 Verticals, Inc.
-10.1%
current return
Author Info
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Company Info
i3 Verticals, Inc. provides enterprise software and services solutions to public sector entities in the United States and Canada.
Market Cap
$404.3M
Pitch Price
$21.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.82
P/E
174.54
EV/Sales
2.78
Sector
Software
Category
value
Show full summary:
Heartland Value Fund Portfolio Holding: i3 Verticals, Inc.
IIIV (holding update): Public sector enterprise software (school payments). Fell from $34 to sub-$20 on AI disruption fears, but AI seen as tailwind given deep public-sector moat & slow adoption. EPS to accelerate on new apps + cost savings. Trades 10.3x FY26 EBITDA vs peer 17.1x; M&A target.
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