Professional
Added to YB: 2024-11-11
Pitch date: 2024-10-17
VU.PA [bullish]
VusionGroup S.A.
+46.75%
current return
Author Info
No bio for this author
Company Info
VusionGroup S.A. engages in the provision of digitalization solutions for commerce in Europe, Asia, and North America.
Market Cap
EUR 4.1B
Pitch Price
EUR 137.78
Price Target
275.00 (+36%)
Dividend
0.24%
EV/EBITDA
46.93
P/E
-302.50
EV/Sales
3.12
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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