Professional
Added to YB: 2024-11-11
Pitch date: 2024-10-17
VU.PA [bullish]
Vusion S.A.
+2.25%
current return
Author Info
No bio for this author
Company Info
Vusion S.A. engages in the provision of digitalization solutions for commerce in France, rest of Europe, the Middle East, Africa, Asia, and the Americas.
Market Cap
EUR 2.0B
Pitch Price
EUR 136.92
Price Target
275.00 (+96%)
Dividend
0.75%
EV/EBITDA
9.54
P/E
14.96
EV/Sales
1.07
Sector
Electronic Equipment, Instruments and Components
Category
growth
Kathmandu Capital Portfolio Holding: VusionGroup
VU.PA: Global ESL leader (50% market share) with 7% penetration. Walmart contract signals US growth potential. 30%+ annual growth expected. Short report triggered 60% selloff, creating opportunity at 0.28x PEG. 100%+ upside in 4-5 years. Net debt negative, recession-resistant, sticky business.
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