Professional
Added to YB: 2024-11-11
Pitch date: 2024-10-17
VU.PA [bullish]
VusionGroup S.A.
-21.11%
current return
Author Info
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Company Info
VusionGroup S.A. provides digitalization solutions for commerce in Europe, Asia, and North America. The company offers Internet of Things (IoT) devices, including electronic shelf labels, cameras, fixtures and accessories, infrastructure, Wi-Fi integrations, and Captana wireless mini cameras; and retail IoT SaaS solutions comprising VUSION Cloud, VUSION Asset Management, VUSION Manager, VUSION Studio, VUSION Link, VUSION Engage, Storefront, VUSION Rail, and VUSION Ads for brands.
Market Cap
EUR 2.2B
Pitch Price
EUR 137.78
Price Target
275.00 (+153%)
Dividend
0.22%
EV/EBITDA
41.30
P/E
-62.09
EV/Sales
2.43
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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